AllGen Financial Advisors’s Home Depot HD Stock Holding History

AllGen Financial 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
2025 Q4	$621K	Sell	1,804 -497	-22%	-$182K	0.15%	29
2025 Q3	$932K	Hold	2,301	–	–	0.23%	28
2025 Q2	$844K	Hold	2,301	–	–	0.23%	32
2025 Q1	$843K	Hold	2,301	–	–	0.25%	30
2024 Q4	$895K	Hold	2,301	–	–	0.3%	33
2024 Q3	$932K	Hold	2,301	–	–	0.3%	34
2024 Q2	$792K	Buy	2,301 +900	+64%	+$307K	0.3%	34
2024 Q1	$537K	Hold	1,401	–	–	0.22%	33
2023 Q4	$486K	Hold	1,401	–	–	0.25%	30
2023 Q3	$423K	Hold	1,401	–	–	0.3%	27
2023 Q2	$435K	Hold	1,401	–	–	0.27%	30
2023 Q1	$413K	Hold	1,401	–	–	0.29%	30
2022 Q4	$443K	Hold	1,401	–	–	0.32%	30
2022 Q3	$387K	Buy	+1,401	New	+$414K	0.3%	34
2022 Q2	–	Sell	-1,401	Closed	-$419K	–	37
2022 Q1	$419K	Hold	1,401	–	–	0.35%	29
2021 Q4	$581K	Buy	+1,401	New	+$533K	0.43%	31

Other funds holding HD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management

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

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return