Von Berge Wealth Management Group’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$663K Sell
1,788
-124
-6% -$46K 0.37% 38
2025
Q1
$688K Buy
1,912
+126
+7% +$45.3K 0.44% 36
2024
Q4
$740K Buy
1,786
+3
+0.2% +$1.24K 0.45% 36
2024
Q3
$693K Buy
1,783
+6
+0.3% +$2.33K 0.43% 36
2024
Q2
$597K Buy
1,777
+1
+0.1% +$336 0.38% 38
2024
Q1
$681K Buy
1,776
+37
+2% +$14.2K 0.44% 34
2023
Q4
$619K Buy
1,739
+33
+2% +$11.7K 0.48% 36
2023
Q3
$516K Hold
1,706
0.44% 33
2023
Q2
$530K Buy
1,706
+1
+0.1% +$311 0.44% 33
2023
Q1
$508K Buy
1,705
+1
+0.1% +$298 0.45% 32
2022
Q4
$540K Sell
1,704
-34
-2% -$10.8K 0.49% 31
2022
Q3
$491K Sell
1,738
-19
-1% -$5.37K 0.52% 32
2022
Q2
$505K Buy
1,757
+21
+1% +$6.04K 0.52% 33
2022
Q1
$529K Hold
1,736
0.48% 33
2021
Q4
$637K Buy
+1,736
New +$637K 0.59% 31