Bogart Wealth LLC’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$7.68M Sell
23,345
-4,623
-17% -$1.68M 0.3% 76
2025
Q4
$9.62M Buy
27,968
+1,147
+4% +$420K 0.39% 61
2025
Q3
$10.9M Buy
26,821
+303
+1% +$119K 0.44% 53
2025
Q2
$9.72M Buy
26,518
+4,228
+19% +$1.53M 0.42% 58
2025
Q1
$8.17M Buy
22,290
+366
+2% +$143K 0.39% 63
2024
Q4
$8.53M Sell
21,924
-2,581
-11% -$1.05M 0.4% 60
2024
Q3
$9.93M Sell
24,505
-111
-0.5% -$40.5K 0.47% 50
2024
Q2
$8.47M Sell
24,616
-1,172
-5% -$400K 0.43% 56
2024
Q1
$9.89M Buy
25,788
+1,000
+4% +$365K 0.51% 45
2023
Q4
$8.59M Sell
24,788
-150
-0.6% -$46.5K 0.48% 46
2023
Q3
$7.54M Buy
24,938
+459
+2% +$148K 0.47% 50
2023
Q2
$7.6M Buy
24,479
+1,643
+7% +$485K 0.48% 49
2023
Q1
$6.74M Buy
22,836
+2,618
+13% +$803K 0.45% 54
2022
Q4
$6.39M Buy
20,218
+2,785
+16% +$848K 0.44% 48
2022
Q3
$4.81M Buy
17,433
+2,912
+20% +$860K 0.4% 50
2022
Q2
$3.98M Buy
14,521
+2,382
+20% +$703K 0.35% 60
2022
Q1
$3.63M Buy
12,139
+2,810
+30% +$975K 0.31% 70
2021
Q4
$3.87M Sell
9,329
-593
-6% -$226K 0.35% 57
2021
Q3
$3.26M Buy
9,922
+1,416
+17% +$465K 0.33% 52
2021
Q2
$2.71M Buy
8,506
+1,112
+15% +$354K 0.3% 54
2021
Q1
$2.26M Buy
7,394
+2,225
+43% +$613K 0.31% 52
2020
Q4
$1.37M Buy
5,169
+382
+8% +$105K 0.25% 68
2020
Q3
$1.33M Buy
4,787
+50
+1% +$13.5K 0.29% 56
2020
Q2
$1.19M Buy
4,737
+278
+6% +$63.6K 0.28% 54
2020
Q1
$832K Buy
4,459
+282
+7% +$61.9K 0.23% 57
2019
Q4
$912K Buy
4,177
+343
+9% +$77.7K 0.29% 55
2019
Q3
$890K Buy
3,834
+146
+4% +$31.9K 0.44% 42
2019
Q2
$767K Buy
3,688
+3,007
+442% +$600K 0.46% 42
2019
Q1
$130K Hold
681
0.06% 101
2018
Q4
$117K Sell
681
-1
-0.1% -$179 0.06% 98
2018
Q3
$141K Buy
682
+1
+0.1% +$201 0.08% 88
2018
Q2
$133K Sell
681
-1
-0.1% -$187 0.08% 89
2018
Q1
$122K Hold
682
0.07% 91
2017
Q4
$129K Buy
682
+160
+31% +$27.6K 0.08% 80
2017
Q3
$87K Buy
+522
New +$80K 0.06% 90

Other funds holding HD

Bogart Wealth LLC's HD Position: Q1 2026 in Review

Bogart Wealth LLC reduced its Home Depot (HD) stake by 17% in Q1 2026, selling an estimated $1.68M and leaving 23,345 shares worth $7.68M. The position accounts for 0.3% of the portfolio, ranked #76.

Bogart Wealth LLC first reported a position in HD in Q3 2017 and has held it in 35 quarters since. The position peaked at $10.9M in Q3 2025. 4,116 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Bogart Wealth LLC held 23,345 shares of Home Depot worth $7.68M as of Q1 2026.
  • Bogart Wealth LLC sold 4,623 Home Depot shares in Q1 2026, an estimated $1.68M.
  • Home Depot made up 0.3% of Bogart Wealth LLC's portfolio in Q1 2026, its #76 holding.
  • Bogart Wealth LLC first reported a position in Home Depot in Q3 2017 and has held it in 35 quarters since.
  • Bogart Wealth LLC's Home Depot position peaked at $10.9M in Q3 2025.
  • 4,116 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Bogart Wealth LLC's 13F filing for Q1 2026, filed 28 Apr 2026.