Edmonds Duncan Registered Investment Advisors’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $566K | Buy |
1,398
+6
| +0.4% | +$2.19K | 0.12% | 70 |
|
|
2024
Q2 | $479K | Sell |
1,392
-166
| -11% | -$56.6K | 0.12% | 74 |
|
|
2024
Q1 | $598K | Sell |
1,558
-50
| -3% | -$18.3K | 0.15% | 66 |
|
|
2023
Q4 | $557K | Hold |
1,608
| – | – | 0.14% | 65 |
|
|
2023
Q3 | $486K | Hold |
1,608
| – | – | 0.14% | 72 |
|
|
2023
Q2 | $500K | Sell |
1,608
-85
| -5% | -$25.1K | 0.15% | 68 |
|
|
2023
Q1 | $500K | Hold |
1,693
| – | – | 0.15% | 73 |
|
|
2022
Q4 | $535K | Hold |
1,693
| – | – | 0.17% | 69 |
|
|
2022
Q3 | $467K | Sell |
1,693
-90
| -5% | -$26.6K | 0.17% | 71 |
|
|
2022
Q2 | $489K | Hold |
1,783
| – | – | 0.17% | 72 |
|
|
2022
Q1 | $534K | Hold |
1,783
| – | – | 0.16% | 73 |
|
|
2021
Q4 | $641K | Sell |
1,783
-50
| -3% | -$19K | 0.17% | 68 |
|
|
2021
Q3 | $602K | Hold |
1,833
| – | – | 0.18% | 78 |
|
|
2021
Q2 | $585K | Hold |
1,833
| – | – | 0.18% | 79 |
|
|
2021
Q1 | $560K | Hold |
1,833
| – | – | 0.19% | 76 |
|
|
2020
Q4 | $519K | Sell |
1,833
-107
| -6% | -$29.4K | 0.17% | 78 |
|
|
2020
Q3 | $539K | Sell |
1,940
-65
| -3% | -$17.6K | 0.22% | 66 |
|
|
2020
Q2 | $502K | Sell |
2,005
-86
| -4% | -$19.7K | 0.22% | 70 |
|
|
2020
Q1 | $390K | Sell |
2,091
-75
| -3% | -$16.5K | 0.2% | 74 |
|
|
2019
Q4 | $473K | Hold |
2,166
| – | – | 0.19% | 75 |
|
|
2019
Q3 | $503K | Hold |
2,166
| – | – | 0.21% | 65 |
|
|
2019
Q2 | $455K | Hold |
2,166
| – | – | 0.19% | 69 |
|
|
2019
Q1 | $416K | Hold |
2,166
| – | – | 0.17% | 77 |
|
|
2018
Q4 | $372K | Hold |
2,166
| – | – | 0.17% | 77 |
|
|
2018
Q3 | $449K | Hold |
2,166
| – | – | 0.18% | 76 |
|
|
2018
Q2 | $423K | Hold |
2,166
| – | – | 0.18% | 75 |
|
|
2018
Q1 | $386K | Hold |
2,166
| – | – | 0.17% | 78 |
|
|
2017
Q4 | $410K | Hold |
2,166
| – | – | 0.18% | 76 |
|
|
2017
Q3 | $355K | Hold |
2,166
| – | – | 0.17% | 82 |
|
|
2017
Q2 | $332K | Hold |
2,166
| – | – | 0.19% | 73 |
|
|
2017
Q1 | $334K | Sell |
2,166
-25
| -1% | -$3.55K | 0.18% | 72 |
|
|
2016
Q4 | $294K | Hold |
2,191
| – | – | 0.17% | 78 |
|
|
2016
Q3 | $274K | Buy |
2,191
+25
| +1% | +$3.33K | 0.17% | 89 |
|
|
2016
Q2 | $293K | Hold |
2,166
| – | – | 0.18% | 81 |
|
|
2016
Q1 | $289K | Hold |
2,166
| – | – | 0.19% | 82 |
|
|
2015
Q4 | $286K | Buy |
+2,166
| New | +$276K | 0.2% | 79 |
|
Other funds holding HD
Edmonds Duncan Registered Investment Advisors's HD Position: Q3 2024 in Review
Edmonds Duncan Registered Investment Advisors increased its Home Depot (HD) stake by 0.43% in Q3 2024, buying an estimated $2.19K and bringing the position to 1,398 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #70.
Edmonds Duncan Registered Investment Advisors first reported a position in HD in Q4 2015 and has held it in 36 quarters since. The position peaked at $641K in Q4 2021. 3,739 funds tracked by Wall St. Rank hold HD as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors held 1,398 shares of Home Depot worth $566K as of Q3 2024.
- Edmonds Duncan Registered Investment Advisors bought 6 Home Depot shares in Q3 2024, an estimated $2.19K.
- Home Depot made up 0.12% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #70 holding.
- Edmonds Duncan Registered Investment Advisors first reported a position in Home Depot in Q4 2015 and has held it in 36 quarters since.
- Edmonds Duncan Registered Investment Advisors's Home Depot position peaked at $641K in Q4 2021.
- 3,739 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.
Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.