BWA
Blodgett Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
5,856
+31
| +0.5% | +$11.4K | 1.68% | 12 |
|
|
2025
Q1 | $2.13M | Buy |
5,825
+528
| +10% | +$193K | 1.82% | 11 |
|
|
2024
Q4 | $2.06M | Buy |
5,297
+300
| +6% | +$117K | 1.62% | 11 |
|
|
2024
Q3 | $2.02M | Buy |
4,997
+101
| +2% | +$40.9K | 1.7% | 11 |
|
|
2024
Q2 | $1.69M | Sell |
4,896
-799
| -14% | -$275K | 1.43% | 13 |
|
|
2024
Q1 | $2.18M | Buy |
5,695
+75
| +1% | +$28.8K | 1.97% | 11 |
|
|
2023
Q4 | $1.95M | Sell |
5,620
-249
| -4% | -$86.3K | 1.99% | 10 |
|
|
2023
Q3 | $1.77M | Sell |
5,869
-299
| -5% | -$90.3K | 1.95% | 13 |
|
|
2023
Q2 | $1.92M | Buy |
6,168
+1
| +0% | +$311 | 1.98% | 11 |
|
|
2023
Q1 | $1.82M | Sell |
6,167
-40
| -0.6% | -$11.8K | 2.1% | 11 |
|
|
2022
Q4 | $1.96M | Sell |
6,207
-24
| -0.4% | -$7.58K | 2.38% | 12 |
|
|
2022
Q3 | $1.72M | Sell |
6,231
-89
| -1% | -$24.6K | 2.06% | 11 |
|
|
2022
Q2 | $1.73M | Sell |
6,320
-224
| -3% | -$61.4K | 1.9% | 14 |
|
|
2022
Q1 | $1.96M | Buy |
6,544
+110
| +2% | +$32.9K | 1.63% | 14 |
|
|
2021
Q4 | $2.67M | Buy |
+6,434
| New | +$2.67M | 2.07% | 9 |
|