Beverly Hills Private Wealth’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $568K | Sell |
1,549
-92
| -6% | -$33.7K | 0.11% | 159 |
|
|
2025
Q1 | $601K | Buy |
1,641
+50
| +3% | +$18.3K | 0.12% | 150 |
|
|
2024
Q4 | $619K | Buy |
1,591
+61
| +4% | +$23.7K | 0.13% | 150 |
|
|
2024
Q3 | $620K | Sell |
1,530
-121
| -7% | -$49K | 0.13% | 159 |
|
|
2024
Q2 | $568K | Sell |
1,651
-651
| -28% | -$224K | 0.12% | 173 |
|
|
2024
Q1 | $883K | Sell |
2,302
-84
| -4% | -$32.2K | 0.2% | 115 |
|
|
2023
Q4 | $827K | Buy |
2,386
+246
| +11% | +$85.2K | 0.22% | 106 |
|
|
2023
Q3 | $647K | Sell |
2,140
-751
| -26% | -$227K | 0.19% | 115 |
|
|
2023
Q2 | $944K | Buy |
2,891
+783
| +37% | +$256K | 0.16% | 146 |
|
|
2023
Q1 | $622K | Buy |
2,108
+1,382
| +190% | +$408K | 0.19% | 117 |
|
|
2022
Q4 | $229K | Buy |
+726
| New | +$229K | 0.1% | 201 |
|