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 |
|