Bard Financial Services’s Home Depot HD Stock Holding History

Bard Financial Services’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 Q3	$25.1M	Sell	61,910 -125	-0.2%	-$49.1K	2.75%	4
2025 Q2	$22.7M	Sell	62,035 -225	-0.4%	-$81.4K	2.72%	4
2025 Q1	$22.8M	Sell	62,260 -609	-1%	-$237K	2.79%	4
2024 Q4	$24.5M	Sell	62,869 -1,350	-2%	-$552K	2.93%	4
2024 Q3	$26M	Sell	64,219 -22,646	-26%	-$8.26M	3.07%	3
2024 Q2	$29.9M	Buy	86,865 +50	+0.1%	+$17.1K	3.09%	5
2024 Q1	$33.3M	Sell	86,815 -340	-0.4%	-$124K	3.54%	5
2023 Q4	$30.2M	Buy	87,155 +3,305	+4%	+$1.02M	3.39%	4
2023 Q3	$25.3M	Buy	83,850 +275	+0.3%	+$88.4K	3.13%	5
2023 Q2	$26M	Sell	83,575 -625	-0.7%	-$185K	1.97%	9
2023 Q1	$24.8M	Sell	84,200 -175	-0.2%	-$53.7K	1.99%	9
2022 Q4	$26.7M	Sell	84,375 -375	-0.4%	-$114K	2.26%	8
2022 Q3	$23.4M	Buy	84,750 +450	+0.5%	+$133K	2.19%	8
2022 Q2	$23.1M	Buy	84,300 +125	+0.1%	+$36.9K	2.11%	7
2022 Q1	$25.2M	Sell	84,175 -700	-0.8%	-$243K	2.05%	10
2021 Q4	$35.2M	Sell	84,875 -4,920	-5%	-$1.87M	2.84%	6
2021 Q3	$29.5M	Sell	89,795 -375	-0.4%	-$123K	2.61%	6
2021 Q2	$28.8M	Hold	90,170	–	–	2.56%	6
2021 Q1	$27.5M	Sell	90,170 -5,375	-6%	-$1.48M	2.67%	6
2020 Q4	$25.4M	Buy	+95,545	New	+$26.3M	2.54%	8

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

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

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

Capital Research Global Investors

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