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Campbell Wealth Management’s Home Depot HD Stock Holding History

Campbell Wealth Management’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
2024
Q4 		$798K Buy
2,051
+1,086
+113% +$444K 0.07% 32
2024
Q3 		$391K Buy
+965
New +$352K 0.03% 40
2024
Q2 		– Sell
-2,098
Closed -$805K – 59
2024
Q1 		$805K Buy
2,098
+943
+82% +$345K 0.08% 30
2023
Q4 		$400K Sell
1,155
-500
-30% -$155K 0.05% 37
2023
Q3 		$500K Buy
1,655
+163
+11% +$52.4K 0.06% 38
2023
Q2 		$463K Buy
1,492
+273
+22% +$80.6K 0.06% 37
2023
Q1 		$360K Sell
1,219
-25
-2% -$7.67K 0.05% 44
2022
Q4 		$393K Buy
1,244
+207
+20% +$63.1K 0.05% 40
2022
Q3 		$286K Buy
1,037
+106
+11% +$31.3K 0.04% 50
2022
Q2 		$255K Sell
931
-162
-15% -$47.8K 0.04% 47
2022
Q1 		$327K Buy
1,093
+2
+0.2% +$694 0.04% 46
2021
Q4 		$453K Sell
1,091
-55
-5% -$20.9K 0.05% 35
2021
Q3 		$376K Buy
1,146
+20
+2% +$6.57K 0.05% 35
2021
Q2 		$359K Buy
1,126
+3
+0.3% +$954 0.05% 36
2021
Q1 		$343K Sell
1,123
-37
-3% -$10.2K 0.05% 37
2020
Q4 		$308K Buy
1,160
+4
+0.3% +$1.1K 0.04% 37
2020
Q3 		$321K Buy
1,156
+8
+0.7% +$2.17K 0.05% 37
2020
Q2 		$288K Buy
1,148
+55
+5% +$12.6K 0.05% 40
2020
Q1 		$204K Sell
1,093
-435
-28% -$95.5K 0.04% 45
2019
Q4 		$334K Buy
1,528
+54
+4% +$12.2K 0.07% 38
2019
Q3 		$342K Buy
1,474
+90
+7% +$19.7K 0.08% 38
2019
Q2 		$288K Buy
1,384
+178
+15% +$35.5K 0.07% 44
2019
Q1 		$231K Buy
+1,206
New +$221K 0.06% 49

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Campbell Wealth Management's HD Position: Q4 2024 in Review

Campbell Wealth Management increased its Home Depot (HD) stake by 113% in Q4 2024, buying an estimated $444K and bringing the position to 2,051 shares worth $798K. The position accounts for 0.07% of the portfolio, ranked #32.

Campbell Wealth Management first reported a position in HD in Q1 2019 and has held it in 23 quarters since. The position peaked at $805K in Q1 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Campbell Wealth Management held 2,051 shares of Home Depot worth $798K as of Q4 2024.
  • Campbell Wealth Management bought 1,086 Home Depot shares in Q4 2024, an estimated $444K.
  • Home Depot made up 0.07% of Campbell Wealth Management's portfolio in Q4 2024, its #32 holding.
  • Campbell Wealth Management first reported a position in Home Depot in Q1 2019 and has held it in 23 quarters since.
  • Campbell Wealth Management's Home Depot position peaked at $805K in Q1 2024.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.