CSWM
HD icon

Cassady Schiller Wealth Management’s Home Depot HD Stock Holding History

Cassady Schiller 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 		$607K Buy
1,561
+64
+4% +$26.1K 0.22% 61
2024
Q3 		$607K Buy
1,497
+131
+10% +$47.8K 0.22% 60
2024
Q2 		$470K Hold
1,366
– – 0.19% 68
2024
Q1 		$524K Buy
1,366
+250
+22% +$91.3K 0.23% 63
2023
Q4 		$387K Hold
1,116
– – 0.19% 70
2023
Q3 		$337K Buy
1,116
+56
+5% +$18K 0.19% 71
2023
Q2 		$329K Buy
1,060
+73
+7% +$21.6K 0.18% 79
2023
Q1 		$291K Sell
987
-2
-0.2% -$613 0.14% 85
2022
Q4 		$312K Sell
989
-32
-3% -$9.75K 0.19% 81
2022
Q3 		$282K Sell
1,021
-6
-0.6% -$1.77K 0.16% 86
2022
Q2 		$282K Sell
1,027
-160
-13% -$47.2K 0.15% 80
2022
Q1 		$355K Buy
1,187
+3
+0.3% +$1.04K 0.17% 78
2021
Q4 		$491K Buy
+1,184
New +$451K 0.3% 53

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

Cassady Schiller Wealth Management's HD Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its Home Depot (HD) stake by 4.3% in Q4 2024, buying an estimated $26.1K and bringing the position to 1,561 shares worth $607K. The position accounts for 0.22% of the portfolio, ranked #61.

Cassady Schiller Wealth Management first reported a position in HD in Q4 2021 and has held it in 13 quarters since. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Cassady Schiller Wealth Management held 1,561 shares of Home Depot worth $607K as of Q4 2024.
  • Cassady Schiller Wealth Management bought 64 Home Depot shares in Q4 2024, an estimated $26.1K.
  • Home Depot made up 0.22% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #61 holding.
  • Cassady Schiller Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 13 quarters since.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.