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Cerro Pacific Wealth Advisors’s Home Depot HD Stock Holding History

Cerro Pacific 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
2026
Q1 		$1.01M Sell
3,066
-38
-1% -$13.8K 0.26% 67
2025
Q4 		$1.07M Buy
3,104
+3
+0.1% +$1.1K 0.29% 67
2025
Q3 		$1.26M Sell
3,101
-146
-4% -$57.4K 0.34% 60
2025
Q2 		$1.19M Sell
3,247
-273
-8% -$98.8K 0.33% 63
2025
Q1 		$1.37M Sell
3,520
-20
-0.6% -$7.79K 0.45% 54
2024
Q4 		$1.43M Buy
3,540
+77
+2% +$31.5K 0.47% 54
2024
Q3 		$1.19M Hold
3,463
– – 0.45% 56
2024
Q2 		$1.19M Buy
+3,463
New +$1.18M 0.46% 57
2023
Q1 		$1M Sell
3,392
-90
-3% -$27.6K 0.55% 49
2022
Q4 		$1.1M Sell
3,482
-92
-3% -$28K 0.58% 47
2022
Q3 		$986K Buy
+3,574
New +$1.05M 0.6% 44

Other funds holding HD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
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