Alaska Wealth Advisors’s Home Depot HD Stock Holding History

Alaska Wealth Advisors’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 Q4	–	Sell	-508	Closed	-$206K	–	77
2024 Q3	$206K	Buy	+508	New	+$185K	0.03%	67
2024 Q2	–	Sell	-528	Closed	-$203K	–	121
2024 Q1	$203K	Buy	+528	New	+$193K	0.03%	64
2023 Q4	–	Sell	-717	Closed	-$217K	–	128
2023 Q3	$217K	Sell	717 -61	-8%	-$19.6K	0.03%	56
2023 Q2	$242K	Sell	778 -402	-34%	-$119K	0.04%	56
2023 Q1	$348K	Hold	1,180	–	–	0.06%	44
2022 Q4	$373K	Sell	1,180 -40	-3%	-$12.2K	0.07%	44
2022 Q3	$337K	Buy	+1,220	New	+$360K	0.07%	44

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Alaska Wealth Advisors's HD Position: Q4 2024 in Review

Alaska Wealth Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 508 shares — an estimated $206K sold.

Alaska Wealth Advisors first reported a position in HD in Q3 2022 and held it in 7 quarters. The position peaked at $373K in Q4 2022. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Alaska Wealth Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Alaska Wealth Advisors sold 508 Home Depot shares in Q4 2024, an estimated $206K.
Alaska Wealth Advisors first reported a position in Home Depot in Q3 2022 and held it in 7 quarters.
Alaska Wealth Advisors's Home Depot position peaked at $373K in Q4 2022.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Alaska Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.