BWM
BigSur Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.82M | Buy |
10,429
+72
| +0.7% | +$26.4K | 0.97% | 31 |
|
|
2025
Q1 | $3.8M | Sell |
10,357
-83
| -0.8% | -$30.4K | 1.03% | 27 |
|
|
2024
Q4 | $4.06M | Hold |
10,440
| – | – | 1.16% | 23 |
|
|
2024
Q3 | $4.23M | Buy |
10,440
+150
| +1% | +$60.8K | 1.17% | 22 |
|
|
2024
Q2 | $3.54M | Buy |
10,290
+1,578
| +18% | +$543K | 1.08% | 25 |
|
|
2024
Q1 | $3.34M | Buy |
8,712
+1,747
| +25% | +$670K | 1.05% | 23 |
|
|
2023
Q4 | $2.41M | Buy |
6,965
+150
| +2% | +$52K | 1.15% | 23 |
|
|
2023
Q3 | $2.06M | Buy |
6,815
+21
| +0.3% | +$6.35K | 1.04% | 26 |
|
|
2023
Q2 | $2.11M | Sell |
6,794
-500
| -7% | -$155K | 1.01% | 26 |
|
|
2023
Q1 | $2.15M | Hold |
7,294
| – | – | 1.01% | 28 |
|
|
2022
Q4 | $2.3M | Sell |
7,294
-504
| -6% | -$159K | 1.11% | 26 |
|
|
2022
Q3 | $2.15M | Sell |
7,798
-9
| -0.1% | -$2.48K | 1.09% | 28 |
|
|
2022
Q2 | $2.14M | Buy |
7,807
+22
| +0.3% | +$6.03K | 1.01% | 31 |
|
|
2022
Q1 | $2.33M | Buy |
7,785
+73
| +0.9% | +$21.8K | 0.91% | 31 |
|
|
2021
Q4 | $3.2M | Sell |
7,712
-150
| -2% | -$62.3K | 1.25% | 23 |
|
|
2021
Q3 | $2.58M | Hold |
7,862
| – | – | 1.16% | 23 |
|
|
2021
Q2 | $2.51M | Sell |
7,862
-42
| -0.5% | -$13.4K | 1.13% | 26 |
|
|
2021
Q1 | $2.41M | Buy |
7,904
+500
| +7% | +$153K | 1.24% | 21 |
|
|
2020
Q4 | $1.97M | Sell |
7,404
-752
| -9% | -$200K | 1.11% | 28 |
|
|
2020
Q3 | $2.27M | Buy |
8,156
+1,550
| +23% | +$430K | 1.44% | 18 |
|
|
2020
Q2 | $1.66M | Sell |
6,606
-1,798
| -21% | -$450K | 1.18% | 22 |
|
|
2020
Q1 | $1.57M | Buy |
8,404
+400
| +5% | +$74.7K | 1.18% | 19 |
|
|
2019
Q4 | $1.75M | Sell |
8,004
-170
| -2% | -$37.1K | 0.99% | 28 |
|
|
2019
Q3 | $1.9M | Sell |
8,174
-1,400
| -15% | -$325K | 1.28% | 17 |
|
|
2019
Q2 | $2.01M | Buy |
9,574
+3,740
| +64% | +$786K | 1.4% | 15 |
|
|
2019
Q1 | $1.12M | Sell |
5,834
-1,000
| -15% | -$192K | 0.73% | 32 |
|
|
2018
Q4 | $1.17M | Buy |
6,834
+700
| +11% | +$120K | 0.83% | 29 |
|
|
2018
Q3 | $1.27M | Buy |
6,134
+500
| +9% | +$104K | 0.8% | 29 |
|
|
2018
Q2 | $1.1M | Buy |
5,634
+745
| +15% | +$145K | 0.8% | 26 |
|
|
2018
Q1 | $871K | Buy |
4,889
+1,151
| +31% | +$205K | 0.62% | 32 |
|
|
2017
Q4 | $708K | Buy |
3,738
+5
| +0.1% | +$947 | 0.7% | 31 |
|
|
2017
Q3 | $611K | Buy |
3,733
+186
| +5% | +$30.4K | 0.61% | 39 |
|
|
2017
Q2 | $544K | Sell |
3,547
-5
| -0.1% | -$767 | 0.55% | 50 |
|
|
2017
Q1 | $560K | Buy |
3,552
+154
| +5% | +$24.3K | 0.61% | 42 |
|
|
2016
Q4 | $456K | Buy |
+3,398
| New | +$456K | 0.61% | 44 |
|