Briaud Financial Planning’s Home Depot HD Stock Holding History

Briaud Financial Planning’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	–	Sell	-126	Closed	-$46K	–	155
2025 Q2	$46K	Hold	126	–	–	0.02%	102
2025 Q1	$46K	Buy	126 +20	+19%	+$7.79K	0.02%	92
2024 Q4	$41K	Hold	106	–	–	0.02%	86
2024 Q3	$42K	Hold	106	–	–	0.02%	68
2024 Q2	$36K	Hold	106	–	–	0.02%	71
2024 Q1	$41K	Buy	+106	New	+$38.7K	0.02%	61
2023 Q4	–	Sell	-137	Closed	-$41K	–	80
2023 Q3	$41K	Buy	+137	New	+$44.1K	0.03%	59

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Briaud Financial Planning's HD Position: Q3 2025 in Review

Briaud Financial Planning sold out of Home Depot (HD) in Q3 2025, closing a stake of 126 shares — an estimated $46K sold.

Briaud Financial Planning first reported a position in HD in Q3 2023 and held it in 7 quarters. The position peaked at $46K in Q2 2025. 4,063 funds tracked by Wall St. Rank hold HD as of Q3 2025.

Briaud Financial Planning reported no remaining Home Depot position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 126 Home Depot shares in Q3 2025, an estimated $46K.
Briaud Financial Planning first reported a position in Home Depot in Q3 2023 and held it in 7 quarters.
Briaud Financial Planning's Home Depot position peaked at $46K in Q2 2025.
4,063 funds tracked by Wall St. Rank held Home Depot as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.