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DWM
Dynasty Wealth Management’s
Home Depot
HD
Stock Holding History
Dynasty Wealth Management’s Portfolio
HD Stock Details
HD Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.39M
Sell
4,231
-987
-19%
-$360K
0.01%
152
2025
Q4
$1.8M
Sell
5,218
-870
-14%
-$319K
0.02%
142
2025
Q3
$2.47M
Buy
6,088
+914
+18%
+$359K
0.03%
103
2025
Q2
$1.9M
Sell
5,174
-152
-3%
-$55K
0.03%
89
2025
Q1
$1.95M
Buy
5,326
+136
+3%
+$53K
0.03%
95
2024
Q4
$2.02M
Buy
5,190
+473
+10%
+$193K
0.03%
93
2024
Q3
$1.91M
Buy
4,717
+2,311
+96%
+$843K
0.06%
72
2024
Q2
$828K
Sell
2,406
-1,336
-36%
-$456K
0.02%
147
2024
Q1
$1.44M
Buy
+3,742
New
+$1.37M
0.05%
92
2018
Q4
–
Sell
-2,267
Closed
-$470K
–
43
2018
Q3
$470K
Buy
+2,267
New
+$456K
0.61%
42
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$1.66T AUM
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1-Year Est. Return
Charles Schwab
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$654B AUM
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1-Year Est. Return
Bank of America
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$1.37T AUM
24.88%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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