Beta Wealth Group’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Sell |
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|
2025
Q1 | $2.26M | Sell |
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|
2024
Q4 | $3.6M | Buy |
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|
2024
Q3 | $2.84M | Sell |
|
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|
2024
Q2 | $2.51M | Buy |
|
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|
2024
Q1 | $2.6M | Sell |
|
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|
2023
Q4 | $2.84M | Sell |
|
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $3.37M | Buy |
|
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|
2023
Q1 | $3.15M | Sell |
|
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|
2022
Q4 | $3.42M | Buy |
|
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|
2022
Q3 | $2.88M | Buy |
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|
2022
Q2 | $2.83M | Buy |
|
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|
2022
Q1 | $2.96M | Sell |
|
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|
2021
Q4 | $3.6M | Hold |
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|
2021
Q3 | $3.6M | Buy |
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|
2021
Q2 | $3.47M | Buy |
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|
2021
Q1 | $3.27M | Sell |
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|
2020
Q4 | $4.77M | Buy |
|