Financial Advisory Group’s Home Depot HD Stock Holding History

Financial Advisory Group’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 Q1	$1.14M	Buy	2,971 +8	+0.3%	+$2.92K	0.2%	44
2023 Q4	$1.03M	Sell	2,963 -1,802	-38%	-$558K	0.19%	44
2023 Q3	$1.44M	Hold	4,765	–	–	0.3%	42
2023 Q2	$1.48M	Hold	4,765	–	–	0.29%	41
2023 Q1	$1.41M	Sell	4,765 -105	-2%	-$32.2K	0.28%	41
2022 Q4	$1.54M	Sell	4,870 -155	-3%	-$47.2K	0.33%	38
2022 Q3	$1.39M	Buy	5,025 +24	+0.5%	+$7.08K	0.31%	39
2022 Q2	$1.37M	Hold	5,001	–	–	0.29%	38
2022 Q1	$1.5M	Hold	5,001	–	–	0.29%	34
2021 Q4	$2.08M	Hold	5,001	–	–	0.41%	28
2021 Q3	$1.64M	Sell	5,001 -1,000	-17%	-$328K	0.36%	31
2021 Q2	$1.91M	Hold	6,001	–	–	0.46%	28
2021 Q1	$1.83M	Hold	6,001	–	–	0.47%	26
2020 Q4	$1.59M	Hold	6,001	–	–	0.42%	28
2020 Q3	$1.67M	Hold	6,001	–	–	0.54%	24
2020 Q2	$1.5M	Hold	6,001	–	–	0.52%	25
2020 Q1	$1.12M	Sell	6,001 -1	-0%	-$220	0.37%	28
2019 Q4	$1.31M	Buy	6,002 +1	+0%	+$226	0.34%	33
2019 Q3	$1.39M	Hold	6,001	–	–	0.39%	28
2019 Q2	$1.29M	Buy	6,001 +400	+7%	+$79.8K	0.34%	32
2019 Q1	$1.07M	Hold	5,601	–	–	0.3%	34
2018 Q4	$962K	Hold	5,601	–	–	0.3%	32
2018 Q3	$1.16M	Hold	5,601	–	–	0.31%	26
2018 Q2	$1.09M	Hold	5,601	–	–	0.3%	26
2018 Q1	$998K	Sell	5,601 -933	-14%	-$175K	0.3%	28
2017 Q4	$1.24M	Buy	6,534 +757	+13%	+$131K	0.37%	25
2017 Q3	$945K	Sell	5,777 -1,525	-21%	-$234K	0.32%	29
2017 Q2	$1.12M	Buy	7,302 +700	+11%	+$107K	0.38%	27
2017 Q1	$969K	Sell	6,602 -749	-10%	-$106K	0.34%	28
2016 Q4	$986K	Hold	7,351	–	–	0.38%	26
2016 Q3	$946K	Hold	7,351	–	–	0.41%	25
2016 Q2	$939K	Buy	7,351 +181	+3%	+$23.9K	0.46%	24
2016 Q1	$957K	Sell	7,170 -1,933	-21%	-$241K	0.46%	22
2015 Q4	$1.2M	Buy	9,103 +1,933	+27%	+$246K	0.58%	19
2015 Q3	$828K	Buy	7,170 +500	+7%	+$57.8K	0.41%	21
2015 Q2	$741K	Hold	6,670	–	–	0.37%	24
2015 Q1	$758K	Hold	6,670	–	–	0.37%	21
2014 Q4	$700K	Hold	6,670	–	–	0.37%	19
2014 Q3	$612K	Hold	6,670	–	–	0.34%	21
2014 Q2	$540K	Buy	6,670 +3,570	+115%	+$282K	0.31%	24
2014 Q1	$327K	Sell	3,100 -3,562	-53%	-$283K	0.18%	39
2013 Q4	$549K	Buy	6,662 +1,700	+34%	+$132K	0.31%	23
2013 Q3	$376K	Hold	4,962	–	–	0.24%	32
2013 Q2	$384K	Buy	+4,962	New	+$373K	0.24%	32

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Financial Advisory Group's HD Position: Q1 2024 in Review

Financial Advisory Group increased its Home Depot (HD) stake by 0.27% in Q1 2024, buying an estimated $2.92K and bringing the position to 2,971 shares worth $1.14M. The position accounts for 0.2% of the portfolio, ranked #44.

Financial Advisory Group first reported a position in HD in Q2 2013 and has held it in 44 quarters since. The position peaked at $2.08M in Q4 2021. 3,658 funds tracked by Wall St. Rank hold HD as of Q1 2024.

Financial Advisory Group held 2,971 shares of Home Depot worth $1.14M as of Q1 2024.
Financial Advisory Group bought 8 Home Depot shares in Q1 2024, an estimated $2.92K.
Home Depot made up 0.2% of Financial Advisory Group's portfolio in Q1 2024, its #44 holding.
Financial Advisory Group first reported a position in Home Depot in Q2 2013 and has held it in 44 quarters since.
Financial Advisory Group's Home Depot position peaked at $2.08M in Q4 2021.
3,658 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.