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FirstPurpose Wealth’s Home Depot HD Stock Holding History

FirstPurpose Wealth’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 		$633K Sell
1,805
-179
-9% -$65.4K 0.23% 77
2023
Q4 		$688K Sell
1,984
-17
-0.8% -$5.26K 0.26% 69
2023
Q3 		$605K Sell
2,001
-78
-4% -$25.1K 0.26% 67
2023
Q2 		$646K Buy
2,079
+107
+5% +$31.6K 0.28% 65
2023
Q1 		$582K Buy
1,972
+31
+2% +$9.5K 0.29% 63
2022
Q4 		$613K Sell
1,941
-262
-12% -$79.8K 0.34% 55
2022
Q3 		$608K Buy
2,203
+44
+2% +$13K 0.4% 50
2022
Q2 		$592K Buy
2,159
+236
+12% +$69.7K 0.4% 48
2022
Q1 		$576K Buy
1,923
+193
+11% +$66.9K 0.45% 48
2021
Q4 		$718K Buy
+1,730
New +$659K 0.45% 42

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

FirstPurpose Wealth's HD Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Home Depot (HD) stake by 9% in Q1 2024, selling an estimated $65.4K and leaving 1,805 shares worth $633K. The position accounts for 0.23% of the portfolio, ranked #77.

FirstPurpose Wealth first reported a position in HD in Q4 2021 and has held it in 10 quarters since. The position peaked at $718K in Q4 2021. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

  • FirstPurpose Wealth held 1,805 shares of Home Depot worth $633K as of Q1 2024.
  • FirstPurpose Wealth sold 179 Home Depot shares in Q1 2024, an estimated $65.4K.
  • Home Depot made up 0.23% of FirstPurpose Wealth's portfolio in Q1 2024, its #77 holding.
  • FirstPurpose Wealth first reported a position in Home Depot in Q4 2021 and has held it in 10 quarters since.
  • FirstPurpose Wealth's Home Depot position peaked at $718K in Q4 2021.
  • 3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.