Blue Zone Wealth Advisors’s Home Depot HD Stock Holding History

Blue Zone Wealth 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 Q1	–	Sell	-929	Closed	-$361K	–	107
2024 Q4	$361K	Buy	929 +309	+50%	+$126K	0.1%	81
2024 Q3	$251K	Sell	620 -1	-0.2%	-$365	0.08%	86
2024 Q2	$214K	Sell	621 -99	-14%	-$33.8K	0.07%	81
2024 Q1	$276K	Sell	720 -67	-9%	-$24.5K	0.1%	76
2023 Q4	$273K	Hold	787	–	–	0.11%	70
2023 Q3	$238K	Sell	787 -103	-12%	-$33.1K	0.1%	72
2023 Q2	$276K	Buy	890 +103	+13%	+$30.4K	0.13%	67
2023 Q1	$232K	Sell	787 -43	-5%	-$13.2K	0.12%	70
2022 Q4	$262K	Sell	830 -22	-3%	-$6.7K	0.14%	74
2022 Q3	$235K	Sell	852 -57	-6%	-$16.8K	0.12%	77
2022 Q2	$249K	Hold	909	–	–	0.11%	78
2022 Q1	$272K	Buy	909 +94	+12%	+$32.6K	0.1%	84
2021 Q4	$338K	Buy	815 +152	+23%	+$57.9K	0.11%	86
2021 Q3	$218K	Hold	663	–	–	0.08%	94
2021 Q2	$211K	Buy	+663	New	+$211K	0.08%	82

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 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 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 Los Angeles, California $733B AUM 35.63% 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

Blue Zone Wealth Advisors's HD Position: Q1 2025 in Review

Blue Zone Wealth Advisors sold out of Home Depot (HD) in Q1 2025, closing a stake of 929 shares — an estimated $361K sold.

Blue Zone Wealth Advisors first reported a position in HD in Q2 2021 and held it in 15 quarters. The position peaked at $361K in Q4 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Blue Zone Wealth Advisors reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Blue Zone Wealth Advisors sold 929 Home Depot shares in Q1 2025, an estimated $361K.
Blue Zone Wealth Advisors first reported a position in Home Depot in Q2 2021 and held it in 15 quarters.
Blue Zone Wealth Advisors's Home Depot position peaked at $361K in Q4 2024.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Blue Zone Wealth Advisors's 13F filing for Q1 2025, filed 11 Apr 2025.