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Avitas Wealth Management’s Home Depot HD Stock Holding History

Avitas 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
Q4 		$5.67M Sell
14,576
-110
-0.7% -$44.9K 0.78% 30
2024
Q3 		$5.95M Sell
14,686
-101
-0.7% -$36.8K 0.84% 27
2024
Q2 		$5.09M Sell
14,787
-118
-0.8% -$40.3K 0.75% 34
2024
Q1 		$5.72M Buy
14,905
+44
+0.3% +$16.1K 0.87% 31
2023
Q4 		$5.15M Buy
14,861
+3,207
+28% +$993K 0.86% 29
2023
Q3 		$3.52M Sell
11,654
-233
-2% -$74.9K 0.67% 37
2023
Q2 		$3.69M Sell
11,887
-60
-0.5% -$17.7K 0.67% 40
2023
Q1 		$3.53M Sell
11,947
-61
-0.5% -$18.7K 0.69% 42
2022
Q4 		$3.79M Buy
12,008
+56
+0.5% +$17.1K 0.8% 39
2022
Q3 		$3.3M Buy
11,952
+139
+1% +$41K 0.76% 39
2022
Q2 		$3.24M Sell
11,813
-1,731
-13% -$511K 0.71% 39
2022
Q1 		$4.05M Sell
13,544
-4,920
-27% -$1.71M 0.73% 34
2021
Q4 		$7.66M Buy
18,464
+439
+2% +$167K 1.29% 17
2021
Q3 		$5.92M Sell
18,025
-71
-0.4% -$23.3K 1.08% 21
2021
Q2 		$5.77M Buy
18,096
+710
+4% +$226K 1.03% 24
2021
Q1 		$5.31M Buy
17,386
+7,078
+69% +$1.95M 1.04% 21
2020
Q4 		$2.74M Sell
10,308
-33
-0.3% -$9.07K 0.55% 65
2020
Q3 		$2.87M Sell
10,341
-189
-2% -$51.2K 0.8% 37
2020
Q2 		$2.64M Sell
10,530
-440
-4% -$101K 0.88% 32
2020
Q1 		$2.05M Sell
10,970
-15,640
-59% -$3.43M 0.93% 37
2019
Q4 		$5.81M Buy
26,610
+160
+0.6% +$36.2K 1.49% 8
2019
Q3 		$6.14M Buy
26,450
+322
+1% +$70.4K 1.69% 6
2019
Q2 		$5.43M Sell
26,128
-265
-1% -$52.9K 1.51% 9
2019
Q1 		$5.07M Buy
26,393
+157
+0.6% +$28.8K 1.47% 12
2018
Q4 		$4.51M Buy
26,236
+6,780
+35% +$1.22M 1.48% 11
2018
Q3 		$4.03M Buy
19,456
+418
+2% +$84.2K 1.14% 22
2018
Q2 		$3.71M Buy
+19,038
New +$3.56M 1.16% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Avitas Wealth Management's HD Position: Q4 2024 in Review

Avitas Wealth Management reduced its Home Depot (HD) stake by 0.75% in Q4 2024, selling an estimated $44.9K and leaving 14,576 shares worth $5.67M. The position accounts for 0.78% of the portfolio, ranked #30.

Avitas Wealth Management first reported a position in HD in Q2 2018 and has held it in 27 quarters since. The position peaked at $7.66M in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Avitas Wealth Management held 14,576 shares of Home Depot worth $5.67M as of Q4 2024.
  • Avitas Wealth Management sold 110 Home Depot shares in Q4 2024, an estimated $44.9K.
  • Home Depot made up 0.78% of Avitas Wealth Management's portfolio in Q4 2024, its #30 holding.
  • Avitas Wealth Management first reported a position in Home Depot in Q2 2018 and has held it in 27 quarters since.
  • Avitas Wealth Management's Home Depot position peaked at $7.66M in Q4 2021.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.