Balboa Wealth Partners’s Home Depot HD Stock Holding History

Balboa Wealth Partners’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
2026 Q1	$1.13M	Buy	3,450 +49	+1%	+$17.9K	0.19%	94
2025 Q4	$1.17M	Buy	3,401 +172	+5%	+$63K	0.19%	82
2025 Q3	$1.31M	Sell	3,229 -604	-16%	-$237K	0.23%	71
2025 Q2	$1.41M	Buy	3,833 +58	+2%	+$21K	0.28%	65
2025 Q1	$1.38M	Sell	3,775 -8	-0.2%	-$3.12K	0.33%	56
2024 Q4	$1.47M	Sell	3,783 -319	-8%	-$130K	0.34%	56
2024 Q3	$1.66M	Buy	4,102 +23	+0.6%	+$8.39K	0.41%	40
2024 Q2	$1.4M	Buy	4,079 +363	+10%	+$124K	0.37%	50
2024 Q1	$1.43M	Buy	3,716 +214	+6%	+$78.2K	0.42%	44
2023 Q4	$1.21M	Buy	3,502 +90	+3%	+$27.9K	0.4%	38
2023 Q3	$1.03M	Sell	3,412 -66	-2%	-$21.2K	0.39%	41
2023 Q2	$1.08M	Sell	3,478 -147	-4%	-$43.4K	0.38%	46
2023 Q1	$1.07M	Sell	3,625 -2	-0.1%	-$613	0.4%	48
2022 Q4	$1.15M	Sell	3,627 -60	-2%	-$18.3K	0.52%	45
2022 Q3	$1.02M	Buy	+3,687	New	+$1.09M	0.45%	47

Other funds holding HD

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

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

Bank of America

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

Capital World Investors

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

Capital Research Global Investors

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