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
Q3 | $531K | Hold |
1,311
| – | – | 0.13% | 66 |
|
|
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% | -$18.2K | 0.13% | 61 |
|
|
2024
Q2 | $469K | Sell |
1,361
-31
| -2% | -$10.6K | 0.12% | 63 |
|
|
2024
Q1 | $534K | Buy |
1,392
+31
| +2% | +$11.3K | 0.14% | 61 |
|
|
2023
Q4 | $472K | Hold |
1,361
| – | – | 0.13% | 58 |
|
|
2023
Q3 | $411K | Sell |
1,361
-100
| -7% | -$32.2K | 0.13% | 60 |
|
|
2023
Q2 | $454K | Sell |
1,461
-13
| -0.9% | -$3.84K | 0.14% | 59 |
|
|
2023
Q1 | $435K | Buy |
1,474
+13
| +0.9% | +$3.99K | 0.14% | 61 |
|
|
2022
Q4 | $461K | Buy |
1,461
+92
| +7% | +$28K | 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% | +$1.83K | 0.14% | 52 |
|
|
2020
Q1 | $254K | Hold |
1,361
| – | – | 0.11% | 63 |
|
|
2019
Q4 | $297K | Sell |
1,361
-201
| -13% | -$45.5K | 0.12% | 63 |
|
|
2019
Q3 | $362K | Hold |
1,562
| – | – | 0.15% | 53 |
|
|
2019
Q2 | $325K | Sell |
1,562
-215
| -12% | -$42.9K | 0.14% | 57 |
|
|
2019
Q1 | $341K | Buy |
1,777
+601
| +51% | +$110K | 0.15% | 53 |
|
|
2018
Q4 | $202K | Buy |
1,176
+1
| +0.1% | +$179 | 0.1% | 78 |
|
|
2018
Q3 | $243K | Buy |
1,175
+301
| +34% | +$60.6K | 0.11% | 68 |
|
|
2018
Q2 | $170K | Buy |
874
+1
| +0.1% | +$187 | 0.08% | 90 |
|
|
2018
Q1 | $156K | Buy |
873
+2
| +0.2% | +$375 | 0.08% | 93 |
|
|
2017
Q4 | $165K | Buy |
871
+1
| +0.1% | +$173 | 0.1% | 90 |
|
|
2017
Q3 | $142K | Buy |
870
+396
| +84% | +$60.7K | 0.09% | 98 |
|
|
2017
Q2 | $72K | Buy |
474
+207
| +78% | +$31.8K | 0.05% | 153 |
|
|
2017
Q1 | $39K | Sell |
267
-175
| -40% | -$24.8K | 0.03% | 184 |
|
|
2016
Q4 | $59K | Buy |
442
+175
| +66% | +$22.6K | 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% | -$1.87K | 0.03% | 192 |
|
|
2015
Q4 | $37K | Buy |
282
+15
| +6% | +$1.91K | 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 | +$25.9K | 0.03% | 165 |
|
Other funds holding HD
Burt Wealth Advisors's HD Position: Q3 2025 in Review
Burt Wealth Advisors held its Home Depot (HD) position steady in Q3 2025 at 1,311 shares worth $531K. The position accounts for 0.13% of the portfolio, ranked #66.
Burt Wealth Advisors first reported a position in HD in Q4 2014 and has held it in 44 quarters since. The position peaked at $568K in Q4 2021. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.
- Burt Wealth Advisors held 1,311 shares of Home Depot worth $531K as of Q3 2025.
- Burt Wealth Advisors left its Home Depot share count unchanged in Q3 2025.
- Home Depot made up 0.13% of Burt Wealth Advisors's portfolio in Q3 2025, its #66 holding.
- Burt Wealth Advisors first reported a position in Home Depot in Q4 2014 and has held it in 44 quarters since.
- Burt Wealth Advisors's Home Depot position peaked at $568K in Q4 2021.
- 4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.