Beta Wealth Group, Inc. Home Depot, Inc. Transaction History

Beta Wealth Group, Inc.

$206 Million
Q4 2024

A detailed history of Beta Wealth Group, Inc. transactions in Home Depot, Inc. stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 9,268 shares of HD stock, worth $3.84 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares

9,268

Previous 6,999 32.42%

Holding current value

$3.84 Million

Previous $2.84 Million 27.16%

% of portfolio

1.75%

Previous 1.4%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$385.02 - $431.37 $873,610 - $978,778	2,269 Added 32.42%	9,268 $3.61 Million
Q3 2024 Nov 01, 2024	SELL	$333.64 - $405.2 $102,427 - $124,396	-307 Reduced 4.2%	6,999 $2.84 Million
Q2 2024 Aug 12, 2024	BUY	$325.1 - $368.03 $168,401 - $190,639	518 Added 7.63%	7,306 $2.52 Million
Q1 2024 May 14, 2024	SELL	$338.26 - $395.2 $479,652 - $560,393	-1,418 Reduced 17.28%	6,788 $2.6 Million
Q4 2023 Feb 09, 2024	SELL	$276.46 - $354.0 $541,585 - $693,486	-1,959 Reduced 19.27%	8,206 $2.84 Million
Q3 2023 Nov 13, 2023	SELL	$301.82 - $333.84 $202,823 - $224,340	-672 Reduced 6.2%	10,165 $3.07 Million
Q2 2023 Aug 11, 2023	BUY	$282.33 - $313.74 $45,455 - $50,512	161 Added 1.51%	10,837 $3.37 Million
Q1 2023 May 09, 2023	SELL	$280.82 - $339.79 $44,088 - $53,347	-157 Reduced 1.45%	10,676 $3.15 Million
Q4 2022 Feb 10, 2023	BUY	$269.46 - $333.38 $111,556 - $138,019	414 Added 3.97%	10,833 $3.42 Million
Q3 2022 Nov 01, 2022	BUY	$266.58 - $327.38 $30,390 - $37,321	114 Added 1.11%	10,419 $2.88 Million
Q2 2022 Aug 05, 2022	BUY	$268.98 - $315.31 $111,895 - $131,168	416 Added 4.21%	10,305 $2.83 Million
Q1 2022 May 12, 2022	SELL	$299.33 - $412.84 $327,766 - $452,059	-1,095 Reduced 9.97%	9,889 $2.96 Million
Q3 2021 Nov 12, 2021	BUY	$317.05 - $341.41 $27,266 - $29,361	86 Added 0.79%	10,984 $3.6 Million
Q2 2021 Aug 16, 2021	BUY	$302.61 - $341.12 $50,535 - $56,967	167 Added 1.56%	10,898 $3.47 Million
Q1 2021 May 11, 2021	SELL	$250.93 - $305.25 $1.82 Million - $2.21 Million	-7,235 Reduced 40.27%	10,731 $3.27 Million
Q4 2020 Mar 18, 2021	BUY	$261.72 - $290.36 $4.7 Million - $5.22 Million	17,966 New	17,966 $4.77 Million

Others Institutions Holding HD

# of Institutions

4,241

Shares Held

691M

Call Options Held

9.04M

Put Options Held

9.55M

View Full List

About HOME DEPOT, INC.

Ticker HD
Exchange NYSE
Sector Consumer Cyclical
Industry Home Improvement Retail
Shares Outstandng 1,023,729,984
Market Cap $424B
Description
The Home Depot, Inc. operates as a home improvement retailer. It operates The Home Depot stores that sell various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products The company also offers installation services for flooring, cabinets and ...

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Beta Wealth Group, Inc. Home Depot, Inc. Transaction History