Atlas Financial Advisors’s Home Depot HD Stock Holding History

Atlas 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
2024 Q4	$205K	Buy	528 +2	+0.4%	+$817	0.32%	36
2024 Q3	$213K	Buy	+526	New	+$192K	0.34%	35
2024 Q2	–	Sell	-625	Closed	-$240K	–	36
2024 Q1	$240K	Sell	625 -29	-4%	-$10.6K	0.37%	32
2023 Q4	$227K	Sell	654 -718	-52%	-$222K	0.37%	29
2023 Q3	$415K	Buy	1,372 +642	+88%	+$206K	0.32%	26
2023 Q2	$227K	Hold	730	–	–	0.32%	25
2023 Q1	$215K	Sell	730 -28	-4%	-$8.59K	0.29%	23
2022 Q4	$239K	Buy	+758	New	+$231K	0.33%	20
2022 Q3	–	Sell	-757	Closed	-$208K	–	16
2022 Q2	$208K	Sell	757 -24	-3%	-$7.09K	0.24%	20
2022 Q1	$234K	Hold	781	–	–	0.24%	23
2021 Q4	$324K	Buy	+781	New	+$297K	0.3%	11

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

Atlas Financial Advisors's HD Position: Q4 2024 in Review

Atlas Financial Advisors increased its Home Depot (HD) stake by 0.38% in Q4 2024, buying an estimated $817 and bringing the position to 528 shares worth $205K. The position accounts for 0.32% of the portfolio, ranked #36.

Atlas Financial Advisors first reported a position in HD in Q4 2021 and has held it in 11 quarters since. The position peaked at $415K in Q3 2023. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Atlas Financial Advisors held 528 shares of Home Depot worth $205K as of Q4 2024.
Atlas Financial Advisors bought 2 Home Depot shares in Q4 2024, an estimated $817.
Home Depot made up 0.32% of Atlas Financial Advisors's portfolio in Q4 2024, its #36 holding.
Atlas Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 11 quarters since.
Atlas Financial Advisors's Home Depot position peaked at $415K in Q3 2023.
4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Atlas Financial Advisors's 13F filing for Q4 2024, filed 17 Apr 2025.