First Personal Financial Services’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 | $34.8K | Buy |
86
+3
| +4% | +$1.09K | 0.01% | 222 |
|
|
2024
Q2 | $28.6K | Hold |
83
| – | – | 0.01% | 216 |
|
|
2024
Q1 | $31.8K | Hold |
83
| – | – | 0.01% | 210 |
|
|
2023
Q4 | $28.8K | Hold |
83
| – | – | 0.01% | 237 |
|
|
2023
Q3 | $25.1K | Hold |
83
| – | – | 0.01% | 246 |
|
|
2023
Q2 | $25.8K | Hold |
83
| – | – | 0.01% | 254 |
|
|
2023
Q1 | $24.5K | Hold |
83
| – | – | 0.01% | 258 |
|
|
2022
Q4 | $26.2K | Sell |
83
-13
| -14% | -$3.96K | 0.01% | 266 |
|
|
2022
Q3 | $26K | Buy |
96
+43
| +81% | +$12.7K | 0.01% | 267 |
|
|
2022
Q2 | $15K | Hold |
53
| – | – | ﹤0.01% | 253 |
|
|
2022
Q1 | $16K | Hold |
53
| – | – | ﹤0.01% | 266 |
|
|
2021
Q4 | $22K | Buy |
+53
| New | +$20.2K | ﹤0.01% | 243 |
|
|
2021
Q1 | – | Sell |
-92
| Closed | -$24K | – | 316 |
|
|
2020
Q4 | $24K | Buy |
+92
| New | +$25.3K | 0.01% | 225 |
|
|
2020
Q2 | – | Sell |
-50
| Closed | -$9K | – | 301 |
|
|
2020
Q1 | $9K | Sell |
50
-189
| -79% | -$41.5K | ﹤0.01% | 249 |
|
|
2019
Q4 | $52K | Sell |
239
-1,045
| -81% | -$237K | 0.02% | 188 |
|
|
2019
Q3 | $298K | Sell |
1,284
-3,859
| -75% | -$844K | 0.09% | 110 |
|
|
2019
Q2 | $1.07M | Buy |
5,143
+185
| +4% | +$36.9K | 0.31% | 73 |
|
|
2019
Q1 | $951K | Buy |
4,958
+70
| +1% | +$12.8K | 0.29% | 76 |
|
|
2018
Q4 | $840K | Sell |
4,888
-114
| -2% | -$20.4K | 0.29% | 78 |
|
|
2018
Q3 | $1.04M | Buy |
5,002
+165
| +3% | +$33.2K | 0.33% | 71 |
|
|
2018
Q2 | $944K | Sell |
4,837
-1,728
| -26% | -$323K | 0.32% | 71 |
|
|
2018
Q1 | $1.17M | Sell |
6,565
-431
| -6% | -$80.9K | 0.26% | 91 |
|
|
2017
Q4 | $1.33M | Buy |
6,996
+410
| +6% | +$70.8K | 0.26% | 92 |
|
|
2017
Q3 | $1.08M | Buy |
6,586
+1,886
| +40% | +$289K | 0.23% | 94 |
|
|
2017
Q2 | $721K | Buy |
4,700
+1,699
| +57% | +$261K | 0.16% | 116 |
|
|
2017
Q1 | $441K | Sell |
3,001
-2,956
| -50% | -$419K | 0.11% | 131 |
|
|
2016
Q4 | $799K | Sell |
5,957
-415
| -7% | -$53.5K | 0.21% | 98 |
|
|
2016
Q3 | $820K | Buy |
6,372
+950
| +18% | +$127K | 0.24% | 89 |
|
|
2016
Q2 | $692K | Buy |
5,422
+2,151
| +66% | +$284K | 0.24% | 90 |
|
|
2016
Q1 | $436K | Buy |
3,271
+281
| +9% | +$35K | 0.22% | 92 |
|
|
2015
Q4 | $395K | Buy |
2,990
+94
| +3% | +$12K | 0.22% | 90 |
|
|
2015
Q3 | $335K | Buy |
2,896
+25
| +0.9% | +$2.89K | 0.2% | 99 |
|
|
2015
Q2 | $320K | Sell |
2,871
-100
| -3% | -$11.2K | 0.19% | 100 |
|
|
2015
Q1 | $338K | Hold |
2,971
| – | – | 0.2% | 100 |
|
|
2014
Q4 | $311K | Buy |
+2,971
| New | +$289K | 0.18% | 101 |
|
Other funds holding HD
First Personal Financial Services's HD Position: Q3 2024 in Review
First Personal Financial Services increased its Home Depot (HD) stake by 3.6% in Q3 2024, buying an estimated $1.09K and bringing the position to 86 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #222.
First Personal Financial Services first reported a position in HD in Q4 2014 and has held it in 35 quarters since. The position peaked at $1.33M in Q4 2017. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.
- First Personal Financial Services held 86 shares of Home Depot worth $34.8K as of Q3 2024.
- First Personal Financial Services bought 3 Home Depot shares in Q3 2024, an estimated $1.09K.
- Home Depot made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #222 holding.
- First Personal Financial Services first reported a position in Home Depot in Q4 2014 and has held it in 35 quarters since.
- First Personal Financial Services's Home Depot position peaked at $1.33M in Q4 2017.
- 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.