Advisory Research’s Home Depot HD Stock Holding History

Advisory Research’s Portfolio HD Stock Details HD Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.53M	Buy	9,626 +2,054	+27%	+$753K	0.54%	41
2025 Q1	$2.78M	Buy	7,572 +91	+1%	+$33.4K	0.49%	47
2024 Q4	$2.91M	Buy	7,481 +9	+0.1%	+$3.5K	0.48%	49
2024 Q3	$3.03M	Sell	7,472 -365	-5%	-$148K	0.54%	49
2024 Q2	$2.7M	Buy	7,837 +466	+6%	+$160K	0.51%	45
2024 Q1	$2.83M	Sell	7,371 -718	-9%	-$275K	0.56%	44
2023 Q4	$2.8M	Sell	8,089 -2,227	-22%	-$772K	0.43%	59
2023 Q3	$3.12M	Buy	10,316 +1,204	+13%	+$364K	0.43%	55
2023 Q2	$2.83M	Sell	9,112 -23,874	-72%	-$7.42M	0.36%	80
2023 Q1	$9.73M	Sell	32,986 -5,095	-13%	-$1.5M	1.6%	12
2022 Q4	$12M	Sell	38,081 -27,909	-42%	-$8.82M	1.13%	21
2022 Q3	$18.2M	Buy	65,990 +1,205	+2%	+$333K	1.78%	13
2022 Q2	$17.8M	Sell	64,785 -2,353	-4%	-$645K	1.73%	13
2022 Q1	$20.1M	Buy	67,138 +26,269	+64%	+$7.86M	1.61%	14
2021 Q4	$17M	Buy	40,869 +36,778	+899%	+$15.3M	1.33%	18
2021 Q3	$1.34M	Sell	4,091 -16	-0.4%	-$5.25K	0.09%	165
2021 Q2	$1.31M	Sell	4,107 -788	-16%	-$251K	0.09%	179
2021 Q1	$1.49M	Buy	4,895 +917	+23%	+$280K	0.11%	163
2020 Q4	$1.06M	Sell	3,978 -53,933	-93%	-$14.3M	0.08%	186
2020 Q3	$16.1M	Sell	57,911 -10,511	-15%	-$2.92M	1.57%	13
2020 Q2	$17.1M	Sell	68,422 -63,324	-48%	-$15.9M	1.52%	13
2020 Q1	$24.6M	Sell	131,746 -1,228	-0.9%	-$229K	1.71%	17
2019 Q4	$29M	Sell	132,974 -869	-0.6%	-$190K	1.33%	27
2019 Q3	$31.1M	Buy	133,843 +45,115	+51%	+$10.5M	1.5%	19
2019 Q2	$18.5M	Sell	88,728 -722	-0.8%	-$150K	0.36%	76
2019 Q1	$17.2M	Buy	89,450 +3,502	+4%	+$672K	0.33%	77
2018 Q4	$14.8M	Sell	85,948 -6,021	-7%	-$1.03M	0.31%	91
2018 Q3	$19.1M	Sell	91,969 -4,382	-5%	-$908K	0.31%	83
2018 Q2	$18.8M	Buy	+96,351	New	+$18.8M	0.3%	90
2014 Q2	–	Sell	-842	Closed	-$67K	–	477
2014 Q1	$67K	Buy	+842	New	+$67K	﹤0.01%	663