Encompass Wealth Advisors’s Home Depot HD Stock Holding History

Encompass 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
2024 Q4	–	Sell	-1,620	Closed	-$656K	–	110
2024 Q3	$656K	Hold	1,620	–	–	0.16%	123
2024 Q2	$558K	Hold	1,620	–	–	0.15%	124
2024 Q1	$621K	Hold	1,620	–	–	0.17%	125
2023 Q4	$561K	Buy	1,620 +40	+3%	+$12.4K	0.17%	113
2023 Q3	$477K	Sell	1,580 -40	-2%	-$12.9K	0.16%	118
2023 Q2	$503K	Hold	1,620	–	–	0.16%	112
2023 Q1	$478K	Hold	1,620	–	–	0.16%	114
2022 Q4	$512K	Buy	1,620 +40	+3%	+$12.2K	0.19%	101
2022 Q3	$436K	Hold	1,580	–	–	0.17%	117
2022 Q2	$433K	Hold	1,580	–	–	0.15%	119
2022 Q1	$473K	Buy	1,580 +40	+3%	+$13.9K	0.12%	136
2021 Q4	$639K	Hold	1,540	–	–	0.16%	107
2021 Q3	$505K	Buy	1,540 +390	+34%	+$128K	0.13%	123
2021 Q2	$366K	Hold	1,150	–	–	0.09%	165
2021 Q1	$382K	Hold	1,150	–	–	0.1%	161
2020 Q4	$305K	Buy	+1,150	New	+$316K	0.18%	81

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

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

Encompass Wealth Advisors's HD Position: Q4 2024 in Review

Encompass Wealth Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 1,620 shares — an estimated $656K sold.

Encompass Wealth Advisors first reported a position in HD in Q4 2020 and held it in 16 quarters. The position peaked at $656K in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Encompass Wealth Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Encompass Wealth Advisors sold 1,620 Home Depot shares in Q4 2024, an estimated $656K.
Encompass Wealth Advisors first reported a position in Home Depot in Q4 2020 and held it in 16 quarters.
Encompass Wealth Advisors's Home Depot position peaked at $656K in Q3 2024.
4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Encompass Wealth Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.