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Curi Wealth Management’s Home Depot HD Stock Holding History

Curi 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
Q1 		– Sell
-24,955
Closed -$8.65M – 56
2023
Q4 		$8.65M Sell
24,955
-2,146
-8% -$665K 1.19% 30
2023
Q3 		$8.19M Sell
27,101
-1,319
-5% -$424K 1.26% 29
2023
Q2 		$8.83M Sell
28,420
-1,429
-5% -$422K 1.19% 28
2023
Q1 		$8.81M Sell
29,849
-2,375
-7% -$728K 1.27% 30
2022
Q4 		$10.2M Sell
32,224
-79
-0.2% -$24.1K 1.43% 27
2022
Q3 		$8.91M Buy
32,303
+6,926
+27% +$2.04M 1.48% 29
2022
Q2 		$6.96M Buy
25,377
+161
+0.6% +$47.5K 1.34% 30
2022
Q1 		$7.55M Sell
25,216
-8,168
-24% -$2.83M 1.31% 33
2021
Q4 		$13.9M Buy
33,384
+32,515
+3,742% +$12.4M 2.39% 13
2021
Q3 		$285K Buy
869
+22
+3% +$7.22K 0.13% 70
2021
Q2 		$270K Buy
+847
New +$269K 0.14% 76
2021
Q1 		– Sell
-281
Closed -$74K – 260
2020
Q4 		$74K Buy
+281
New +$77.2K 0.05% 130

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Curi Wealth Management's HD Position: Q1 2024 in Review

Curi Wealth Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 24,955 shares — an estimated $8.65M sold.

Curi Wealth Management first reported a position in HD in Q4 2020 and held it in 12 quarters. The position peaked at $13.9M in Q4 2021. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • Curi Wealth Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 24,955 Home Depot shares in Q1 2024, an estimated $8.65M.
  • Curi Wealth Management first reported a position in Home Depot in Q4 2020 and held it in 12 quarters.
  • Curi Wealth Management's Home Depot position peaked at $13.9M in Q4 2021.
  • 3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.