Family Asset Management’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
$945K Buy
2,332
+2
+0.1% +$729 0.57% 40
2024
Q2
$802K Sell
2,330
-4
-0.2% -$1.36K 0.52% 46
2024
Q1
$895K Buy
2,334
+15
+0.6% +$5.48K 0.56% 44
2023
Q4
$804K Buy
2,319
+40
+2% +$12.4K 0.54% 44
2023
Q3
$689K Hold
2,279
0.51% 49
2023
Q2
$708K Hold
2,279
0.48% 45
2023
Q1
$673K Buy
2,279
+1
+0% +$307 0.49% 48
2022
Q4
$719K Buy
+2,278
New +$694K 0.6% 44

Other funds holding HD

Family Asset Management's HD Position: Q3 2024 in Review

Family Asset Management increased its Home Depot (HD) stake by 0.09% in Q3 2024, buying an estimated $729 and bringing the position to 2,332 shares worth $945K. The position accounts for 0.57% of the portfolio, ranked #40.

Family Asset Management first reported a position in HD in Q4 2022 and has held it in 8 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Family Asset Management held 2,332 shares of Home Depot worth $945K as of Q3 2024.
  • Family Asset Management bought 2 Home Depot shares in Q3 2024, an estimated $729.
  • Home Depot made up 0.57% of Family Asset Management's portfolio in Q3 2024, its #40 holding.
  • Family Asset Management first reported a position in Home Depot in Q4 2022 and has held it in 8 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.