BWA
Burt Wealth Advisors’s Home Depot HD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $481K | Hold |
1,311
| – | – | 0.11% | 69 |
|
|
2025
Q1 | $480K | Hold |
1,311
| – | – | 0.12% | 63 |
|
|
2024
Q4 | $510K | Hold |
1,311
| – | – | 0.13% | 64 |
|
|
2024
Q3 | $531K | Sell |
1,311
-50
| -4% | -$20.3K | 0.13% | 61 |
|
|
2024
Q2 | $469K | Sell |
1,361
-31
| -2% | -$10.7K | 0.12% | 63 |
|
|
2024
Q1 | $534K | Buy |
1,392
+31
| +2% | +$11.9K | 0.14% | 61 |
|
|
2023
Q4 | $472K | Hold |
1,361
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $411K | Sell |
1,361
-100
| -7% | -$30.2K | 0.13% | 60 |
|
|
2023
Q2 | $454K | Sell |
1,461
-13
| -0.9% | -$4.04K | 0.14% | 59 |
|
|
2023
Q1 | $435K | Buy |
1,474
+13
| +0.9% | +$3.84K | 0.14% | 61 |
|
|
2022
Q4 | $461K | Buy |
1,461
+92
| +7% | +$29.1K | 0.15% | 57 |
|
|
2022
Q3 | $378K | Hold |
1,369
| – | – | 0.15% | 53 |
|
|
2022
Q2 | $375K | Hold |
1,369
| – | – | 0.13% | 58 |
|
|
2022
Q1 | $410K | Hold |
1,369
| – | – | 0.12% | 60 |
|
|
2021
Q4 | $568K | Hold |
1,369
| – | – | 0.19% | 45 |
|
|
2021
Q3 | $449K | Hold |
1,369
| – | – | 0.14% | 52 |
|
|
2021
Q2 | $437K | Hold |
1,369
| – | – | 0.16% | 48 |
|
|
2021
Q1 | $418K | Hold |
1,369
| – | – | 0.15% | 51 |
|
|
2020
Q4 | $364K | Hold |
1,369
| – | – | 0.13% | 59 |
|
|
2020
Q3 | $380K | Hold |
1,369
| – | – | 0.14% | 52 |
|
|
2020
Q2 | $343K | Buy |
1,369
+8
| +0.6% | +$2K | 0.14% | 52 |
|
|
2020
Q1 | $254K | Hold |
1,361
| – | – | 0.11% | 63 |
|
|
2019
Q4 | $297K | Sell |
1,361
-201
| -13% | -$43.9K | 0.12% | 63 |
|
|
2019
Q3 | $362K | Hold |
1,562
| – | – | 0.15% | 53 |
|
|
2019
Q2 | $325K | Sell |
1,562
-215
| -12% | -$44.7K | 0.14% | 57 |
|
|
2019
Q1 | $341K | Buy |
1,777
+601
| +51% | +$115K | 0.15% | 53 |
|
|
2018
Q4 | $202K | Buy |
1,176
+1
| +0.1% | +$172 | 0.1% | 78 |
|
|
2018
Q3 | $243K | Buy |
1,175
+301
| +34% | +$62.2K | 0.11% | 68 |
|
|
2018
Q2 | $170K | Buy |
874
+1
| +0.1% | +$195 | 0.08% | 90 |
|
|
2018
Q1 | $156K | Buy |
873
+2
| +0.2% | +$357 | 0.08% | 93 |
|
|
2017
Q4 | $165K | Buy |
871
+1
| +0.1% | +$189 | 0.1% | 90 |
|
|
2017
Q3 | $142K | Buy |
870
+396
| +84% | +$64.6K | 0.09% | 98 |
|
|
2017
Q2 | $72K | Buy |
474
+207
| +78% | +$31.4K | 0.05% | 153 |
|
|
2017
Q1 | $39K | Sell |
267
-175
| -40% | -$25.6K | 0.03% | 184 |
|
|
2016
Q4 | $59K | Buy |
442
+175
| +66% | +$23.4K | 0.05% | 154 |
|
|
2016
Q3 | $34K | Hold |
267
| – | – | 0.04% | 181 |
|
|
2016
Q2 | $34K | Hold |
267
| – | – | 0.04% | 179 |
|
|
2016
Q1 | $36K | Sell |
267
-15
| -5% | -$2.02K | 0.03% | 192 |
|
|
2015
Q4 | $37K | Buy |
282
+15
| +6% | +$1.97K | 0.03% | 163 |
|
|
2015
Q3 | $30K | Hold |
267
| – | – | 0.04% | 158 |
|
|
2015
Q2 | $29K | Hold |
267
| – | – | 0.03% | 176 |
|
|
2015
Q1 | $30K | Hold |
267
| – | – | 0.03% | 165 |
|
|
2014
Q4 | $28K | Buy |
+267
| New | +$28K | 0.03% | 165 |
|