Chicago Wealth Management’s Home Depot HD Stock Holding History

Chicago 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
2025 Q1	–	Sell	-515	Closed	-$200K	–	49
2024 Q4	$200K	Hold	515	–	–	0.1%	49
2024 Q3	$209K	Buy	+515	New	+$188K	0.11%	48
2024 Q2	–	Sell	-680	Closed	-$261K	–	50
2024 Q1	$261K	Hold	680	–	–	0.16%	44
2023 Q4	$236K	Hold	680	–	–	0.16%	40
2023 Q3	$205K	Hold	680	–	–	0.16%	39
2023 Q2	$211K	Hold	680	–	–	0.16%	40
2023 Q1	$201K	Hold	680	–	–	0.16%	43
2022 Q4	$215K	Buy	+680	New	+$207K	0.19%	39
2022 Q2	–	Sell	-680	Closed	-$204K	–	34
2022 Q1	$204K	Hold	680	–	–	0.14%	44
2021 Q4	$282K	Buy	+680	New	+$259K	0.19%	38

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

Norges Bank Oslo, Norway $935B AUM

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

Chicago Wealth Management's HD Position: Q1 2025 in Review

Chicago Wealth Management sold out of Home Depot (HD) in Q1 2025, closing a stake of 515 shares — an estimated $200K sold.

Chicago Wealth Management first reported a position in HD in Q4 2021 and held it in 10 quarters. The position peaked at $282K in Q4 2021. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Chicago Wealth Management reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Chicago Wealth Management sold 515 Home Depot shares in Q1 2025, an estimated $200K.
Chicago Wealth Management first reported a position in Home Depot in Q4 2021 and held it in 10 quarters.
Chicago Wealth Management's Home Depot position peaked at $282K in Q4 2021.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Chicago Wealth Management's 13F filing for Q1 2025, filed 14 May 2025.