Burt Wealth Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
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|
2025
Q1 | $480K | Hold |
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|
2024
Q4 | $510K | Hold |
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|
2024
Q3 | $531K | Sell |
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|
2024
Q2 | $469K | Sell |
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|
2024
Q1 | $534K | Buy |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $411K | Sell |
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|
2023
Q2 | $454K | Sell |
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|
2023
Q1 | $435K | Buy |
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|
2022
Q4 | $461K | Buy |
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|
2022
Q3 | $378K | Hold |
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|
2022
Q2 | $375K | Hold |
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|
2022
Q1 | $410K | Hold |
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|
2021
Q4 | $568K | Hold |
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|
2021
Q3 | $449K | Hold |
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|
2021
Q2 | $437K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $364K | Hold |
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|
2020
Q3 | $380K | Hold |
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|
2020
Q2 | $343K | Buy |
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|
2020
Q1 | $254K | Hold |
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|
2019
Q4 | $297K | Sell |
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|
2019
Q3 | $362K | Hold |
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|
2019
Q2 | $325K | Sell |
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|
2019
Q1 | $341K | Buy |
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|
2018
Q4 | $202K | Buy |
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|
2018
Q3 | $243K | Buy |
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|
2018
Q2 | $170K | Buy |
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|
2018
Q1 | $156K | Buy |
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|
2017
Q4 | $165K | Buy |
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|
2017
Q3 | $142K | Buy |
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|
2017
Q2 | $72K | Buy |
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|
2017
Q1 | $39K | Sell |
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|
2016
Q4 | $59K | Buy |
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|
2016
Q3 | $34K | Hold |
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|
2016
Q2 | $34K | Hold |
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|
2016
Q1 | $36K | Sell |
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|
2015
Q4 | $37K | Buy |
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|
2015
Q3 | $30K | Hold |
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|
2015
Q2 | $29K | Hold |
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|
2015
Q1 | $30K | Hold |
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|
2014
Q4 | $28K | Buy |
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