Bramshill Investments’s Home Depot HD Stock Holding History

Bramshill Investments’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	$329K	Sell	1,000 -3,000	-75%	-$1.09M	0.03%	142
2025 Q4	$1.38M	Buy	4,000 +500	+14%	+$183K	0.08%	46
2025 Q3	$1.42M	Hold	3,500	–	–	0.1%	39
2025 Q2	$1.28M	Buy	3,500 +1,000	+40%	+$362K	0.13%	41
2025 Q1	$916K	Buy	2,500 +1,250	+100%	+$487K	0.09%	59
2024 Q4	$486K	Buy	+1,250	New	+$511K	0.08%	115
2022 Q2	–	Sell	-1,524	Closed	-$456K	–	186
2022 Q1	$456K	Sell	1,524 -995	-39%	-$345K	0.06%	104
2021 Q4	$1.04M	Buy	2,519 +850	+51%	+$324K	0.1%	88
2021 Q3	$548K	Hold	1,669	–	–	0.05%	108
2021 Q2	$532K	Hold	1,669	–	–	0.04%	108
2021 Q1	$509K	Hold	1,669	–	–	0.03%	158
2020 Q4	$443K	Sell	1,669 -32	-2%	-$8.8K	0.03%	129
2020 Q3	$472K	Sell	1,701 -229	-12%	-$62K	0.07%	90
2020 Q2	$483K	Sell	1,930 -20	-1%	-$4.58K	0.08%	102
2020 Q1	$364K	Buy	+1,950	New	+$428K	0.07%	117
2019 Q1	–	Sell	-76	Closed	-$13K	–	138
2018 Q4	$13K	Hold	76	–	–	﹤0.01%	122
2018 Q3	$16K	Buy	+76	New	+$15.3K	﹤0.01%	140

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