EWM
HD icon

Executive Wealth Management’s Home Depot HD Stock Holding History

Executive 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
Q4 		$8.67M Sell
22,277
-1,914
-8% -$782K 0.68% 44
2024
Q3 		$9.8M Buy
+24,191
New +$8.82M 0.77% 36
2024
Q2 		– Sell
-24,003
Closed -$8.83M – 171
2024
Q1 		$8.83M Sell
24,003
-461
-2% -$168K 0.77% 37
2023
Q4 		$8.48M Sell
24,464
-3,280
-12% -$1.02M 0.8% 43
2023
Q3 		$8.38M Sell
27,744
-1,498
-5% -$482K 0.87% 34
2023
Q2 		$9.08M Buy
29,242
+6,258
+27% +$1.85M 0.94% 31
2023
Q1 		$6.78M Buy
22,984
+994
+5% +$305K 0.75% 40
2022
Q4 		$6.95M Buy
21,990
+16,071
+272% +$4.9M 0.85% 37
2022
Q3 		$5.92K Sell
5,919
-14,934
-72% -$4.41M 0.82% 36
2022
Q2 		$5.72M Sell
20,853
-4,328
-17% -$1.28M 0.77% 42
2022
Q1 		$7.54M Sell
25,181
-3,067
-11% -$1.06M 0.82% 41
2021
Q4 		$11.7M Buy
28,248
+484
+2% +$184K 1.17% 20
2021
Q3 		$9.11M Buy
27,764
+205
+0.7% +$67.3K 1.01% 24
2021
Q2 		$8.79M Buy
27,559
+2,142
+8% +$681K 0.96% 25
2021
Q1 		$7.76M Buy
25,417
+2,070
+9% +$571K 0.91% 23
2020
Q4 		$6.2M Buy
23,347
+2,542
+12% +$699K 0.76% 28
2020
Q3 		$5.78M Buy
20,805
+1,263
+6% +$342K 0.8% 25
2020
Q2 		$4.89M Sell
19,542
-2,905
-13% -$665K 0.74% 25
2020
Q1 		$4.19M Sell
22,447
-4,336
-16% -$952K 0.74% 27
2019
Q4 		$5.85M Buy
26,783
+1,430
+6% +$324K 0.8% 27
2019
Q3 		$5.88M Buy
25,353
+787
+3% +$172K 0.89% 23
2019
Q2 		$5.11M Buy
24,566
+17,755
+261% +$3.54M 0.72% 25
2019
Q1 		$1.31M Sell
6,811
-448
-6% -$82.2K 0.23% 73
2018
Q4 		$1.25M Buy
+7,259
New +$1.3M 0.22% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Executive Wealth Management's HD Position: Q4 2024 in Review

Executive Wealth Management reduced its Home Depot (HD) stake by 7.9% in Q4 2024, selling an estimated $782K and leaving 22,277 shares worth $8.67M. The position accounts for 0.68% of the portfolio, ranked #44.

Executive Wealth Management first reported a position in HD in Q4 2018 and has held it in 24 quarters since. The position peaked at $11.7M in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Executive Wealth Management held 22,277 shares of Home Depot worth $8.67M as of Q4 2024.
  • Executive Wealth Management sold 1,914 Home Depot shares in Q4 2024, an estimated $782K.
  • Home Depot made up 0.68% of Executive Wealth Management's portfolio in Q4 2024, its #44 holding.
  • Executive Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 24 quarters since.
  • Executive Wealth Management's Home Depot position peaked at $11.7M in Q4 2021.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.