BSW
Buckingham Strategic Wealth’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $10.9M | Sell |
31,573
-779
| -2% | -$268K | 0.11% | 91 |
|
|
2024
Q1 | $12.4M | Sell |
32,352
-4,798
| -13% | -$1.84M | 0.13% | 86 |
|
|
2023
Q4 | $12.9M | Sell |
37,150
-1,844
| -5% | -$639K | 0.15% | 83 |
|
|
2023
Q3 | $11.8M | Buy |
38,994
+1,917
| +5% | +$579K | 0.17% | 76 |
|
|
2023
Q2 | $11.5M | Buy |
37,077
+9,646
| +35% | +$3M | 0.16% | 76 |
|
|
2023
Q1 | $8.66M | Hold |
27,431
| – | – | 0.16% | 78 |
|
|
2022
Q4 | $8.66M | Buy |
27,431
+395
| +1% | +$125K | 0.16% | 78 |
|
|
2022
Q3 | $7.46M | Sell |
27,036
-6
| -0% | -$1.66K | 0.15% | 80 |
|
|
2022
Q2 | $7.42M | Buy |
27,042
+2,378
| +10% | +$652K | 0.15% | 80 |
|
|
2022
Q1 | $7.38M | Sell |
24,664
-115
| -0.5% | -$34.4K | 0.15% | 80 |
|
|
2021
Q4 | $10.3M | Sell |
24,779
-399
| -2% | -$166K | 0.2% | 59 |
|
|
2021
Q3 | $8.27M | Buy |
25,178
+927
| +4% | +$304K | 0.17% | 69 |
|
|
2021
Q2 | $7.73M | Sell |
24,251
-769
| -3% | -$245K | 0.19% | 70 |
|
|
2021
Q1 | $7.64M | Sell |
25,020
-2,974
| -11% | -$908K | 0.38% | 57 |
|
|
2020
Q4 | $7.44M | Buy |
27,994
+10,865
| +63% | +$2.89M | 0.39% | 60 |
|
|
2020
Q3 | $4.76M | Buy |
17,129
+379
| +2% | +$105K | 0.36% | 57 |
|
|
2020
Q2 | $4.2M | Sell |
16,750
-2,985
| -15% | -$748K | 0.4% | 54 |
|
|
2020
Q1 | $3.69M | Buy |
19,735
+5,934
| +43% | +$1.11M | 0.36% | 60 |
|
|
2019
Q4 | $3.01M | Buy |
13,801
+504
| +4% | +$110K | 0.29% | 74 |
|
|
2019
Q3 | $3.09M | Buy |
13,297
+668
| +5% | +$155K | 0.33% | 66 |
|
|
2019
Q2 | $2.63M | Buy |
12,629
+729
| +6% | +$152K | 0.29% | 73 |
|
|
2019
Q1 | $2.28M | Buy |
11,900
+255
| +2% | +$48.9K | 0.29% | 76 |
|
|
2018
Q4 | $2M | Buy |
11,645
+189
| +2% | +$32.5K | 0.31% | 69 |
|
|
2018
Q3 | $2.37M | Buy |
11,456
+838
| +8% | +$174K | 0.36% | 55 |
|
|
2018
Q2 | $2.07M | Buy |
10,618
+1,883
| +22% | +$367K | 0.34% | 61 |
|
|
2018
Q1 | $1.56M | Buy |
8,735
+408
| +5% | +$72.7K | 0.3% | 71 |
|
|
2017
Q4 | $1.58M | Buy |
8,327
+488
| +6% | +$92.5K | 0.33% | 73 |
|
|
2017
Q3 | $1.28M | Sell |
7,839
-70
| -0.9% | -$11.4K | 0.3% | 78 |
|
|
2017
Q2 | $1.21M | Buy |
7,909
+1
| +0% | +$153 | 0.28% | 83 |
|
|
2017
Q1 | $1.16M | Buy |
7,908
+942
| +14% | +$138K | 0.34% | 60 |
|
|
2016
Q4 | $934K | Buy |
6,966
+462
| +7% | +$61.9K | 0.3% | 68 |
|
|
2016
Q3 | $837K | Sell |
6,504
-113
| -2% | -$14.5K | 0.28% | 73 |
|
|
2016
Q2 | $845K | Sell |
6,617
-2,665
| -29% | -$340K | 0.29% | 69 |
|
|
2016
Q1 | $1.24M | Buy |
9,282
+3,044
| +49% | +$406K | 0.41% | 48 |
|
|
2015
Q4 | $825K | Sell |
6,238
-73
| -1% | -$9.66K | 0.28% | 65 |
|
|
2015
Q3 | $729K | Buy |
6,311
+609
| +11% | +$70.3K | 0.26% | 68 |
|
|
2015
Q2 | $634K | Buy |
5,702
+2,048
| +56% | +$228K | 0.21% | 92 |
|
|
2015
Q1 | $415K | Buy |
3,654
+481
| +15% | +$54.6K | 0.16% | 113 |
|
|
2014
Q4 | $333K | Buy |
3,173
+140
| +5% | +$14.7K | 0.13% | 123 |
|
|
2014
Q3 | $278K | Sell |
3,033
-325
| -10% | -$29.8K | 0.11% | 126 |
|
|
2014
Q2 | $272K | Buy |
3,358
+2
| +0.1% | +$162 | 0.12% | 124 |
|
|
2014
Q1 | $266K | Sell |
3,356
-238
| -7% | -$18.9K | 0.12% | 112 |
|
|
2013
Q4 | $296K | Sell |
3,594
-1,108
| -24% | -$91.3K | 0.14% | 106 |
|
|
2013
Q3 | $357K | Buy |
4,702
+1,135
| +32% | +$86.2K | 0.19% | 82 |
|
|
2013
Q2 | $276K | Buy |
+3,567
| New | +$276K | 0.16% | 99 |
|