BBPWM
Blue Bell Private Wealth Management’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Buy |
1,782
+149
| +9% | +$54.6K | 0.11% | 113 |
|
|
2025
Q1 | $599K | Buy |
1,633
+754
| +86% | +$276K | 0.11% | 113 |
|
|
2024
Q4 | $342K | Buy |
879
+4
| +0.5% | +$1.56K | 0.07% | 161 |
|
|
2024
Q3 | $354K | Buy |
875
+42
| +5% | +$17K | 0.07% | 155 |
|
|
2024
Q2 | $287K | Sell |
833
-63
| -7% | -$21.7K | 0.06% | 160 |
|
|
2024
Q1 | $344K | Sell |
896
-298
| -25% | -$114K | 0.07% | 138 |
|
|
2023
Q4 | $414K | Sell |
1,194
-66
| -5% | -$22.9K | 0.1% | 111 |
|
|
2023
Q3 | $381K | Sell |
1,260
-18
| -1% | -$5.44K | 0.1% | 102 |
|
|
2023
Q2 | $397K | Buy |
1,278
+757
| +145% | +$235K | 0.11% | 99 |
|
|
2023
Q1 | $154K | Sell |
521
-24
| -4% | -$7.08K | 0.05% | 139 |
|
|
2022
Q4 | $172K | Hold |
545
| – | – | 0.06% | 125 |
|
|
2022
Q3 | $150K | Sell |
545
-50
| -8% | -$13.8K | 0.05% | 125 |
|
|
2022
Q2 | $163K | Sell |
595
-144
| -19% | -$39.4K | 0.05% | 114 |
|
|
2022
Q1 | $221K | Buy |
739
+9
| +1% | +$2.69K | 0.06% | 98 |
|
|
2021
Q4 | $303K | Buy |
+730
| New | +$303K | 0.08% | 83 |
|
|
2016
Q4 | – | Sell |
-623
| Closed | -$81K | – | 321 |
|
|
2016
Q3 | $81K | Buy |
623
+23
| +4% | +$2.99K | 0.05% | 151 |
|
|
2016
Q2 | $77K | Hold |
600
| – | – | 0.05% | 157 |
|
|
2016
Q1 | $80K | Hold |
600
| – | – | 0.05% | 170 |
|
|
2015
Q4 | $79K | Hold |
600
| – | – | 0.05% | 169 |
|
|
2015
Q3 | $69K | Hold |
600
| – | – | 0.05% | 179 |
|
|
2015
Q2 | $67K | Hold |
600
| – | – | 0.04% | 185 |
|
|
2015
Q1 | $68K | Hold |
600
| – | – | 0.04% | 183 |
|
|
2014
Q4 | $62K | Hold |
600
| – | – | 0.04% | 204 |
|
|
2014
Q3 | $55K | Hold |
600
| – | – | 0.03% | 221 |
|
|
2014
Q2 | $49K | Hold |
600
| – | – | 0.03% | 221 |
|
|
2014
Q1 | $47K | Hold |
600
| – | – | 0.03% | 192 |
|
|
2013
Q4 | $49K | Buy |
+600
| New | +$49K | 0.04% | 192 |
|