9WM
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9258 Wealth Management’s Home Depot HD Stock Holding History

9258 Wealth Management’s Portfolio HD Stock Details HD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.27M Buy
15,473
+1,127
+8% +$411K 0.93% 23
2024
Q2 		$4.94M Sell
14,346
-79
-0.5% -$26.9K 0.76% 26
2024
Q1 		$5.53M Buy
14,425
+542
+4% +$198K 0.86% 24
2023
Q4 		$4.81M Buy
13,883
+557
+4% +$172K 0.85% 25
2023
Q3 		$4.03M Buy
13,326
+103
+0.8% +$33.1K 0.78% 26
2023
Q2 		$4.11M Buy
13,223
+54
+0.4% +$16K 0.77% 27
2023
Q1 		$3.89M Buy
13,169
+77
+0.6% +$23.6K 0.78% 28
2022
Q4 		$4.14M Buy
13,092
+687
+6% +$209K 0.89% 25
2022
Q3 		$3.42M Sell
12,405
-667
-5% -$197K 0.88% 28
2022
Q2 		$3.58M Buy
13,072
+322
+3% +$95.1K 0.92% 18
2022
Q1 		$3.82M Buy
12,750
+807
+7% +$280K 0.89% 20
2021
Q4 		$4.96M Buy
11,943
+579
+5% +$220K 1.14% 13
2021
Q3 		$3.73M Buy
11,364
+157
+1% +$51.5K 1% 17
2021
Q2 		$3.57M Buy
11,207
+104
+0.9% +$33.1K 0.96% 17
2021
Q1 		$3.39M Buy
11,103
+337
+3% +$92.9K 1.02% 18
2020
Q4 		$2.86M Sell
10,766
-137
-1% -$37.7K 0.93% 19
2020
Q3 		$2.91M Buy
10,903
+161
+1% +$43.6K 1.1% 17
2020
Q2 		$2.69M Buy
10,742
+99
+0.9% +$22.7K 1.09% 17
2020
Q1 		$2.32M Buy
10,643
+215
+2% +$47.2K 1.02% 18
2019
Q4 		$2.28M Buy
10,428
+1,394
+15% +$316K 0.83% 21
2019
Q3 		$2.1M Buy
9,034
+253
+3% +$55.3K 1.63% 8
2019
Q2 		$1.83M Buy
8,781
+515
+6% +$103K 1.47% 10
2019
Q1 		$1.59M Buy
8,266
+200
+2% +$36.7K 1.35% 13
2018
Q4 		$1.39M Buy
+8,066
New +$1.45M 1.34% 13

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

9258 Wealth Management's HD Position: Q3 2024 in Review

9258 Wealth Management increased its Home Depot (HD) stake by 7.9% in Q3 2024, buying an estimated $411K and bringing the position to 15,473 shares worth $6.27M. The position accounts for 0.93% of the portfolio, ranked #23.

9258 Wealth Management first reported a position in HD in Q4 2018 and has held it in 24 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • 9258 Wealth Management held 15,473 shares of Home Depot worth $6.27M as of Q3 2024.
  • 9258 Wealth Management bought 1,127 Home Depot shares in Q3 2024, an estimated $411K.
  • Home Depot made up 0.93% of 9258 Wealth Management's portfolio in Q3 2024, its #23 holding.
  • 9258 Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 24 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.