Flagship Private Wealth’s Home Depot HD Stock Holding History

Flagship Private 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
2025 Q1	–	Sell	-2,432	Closed	-$946K	–	105
2024 Q4	$946K	Hold	2,432	–	–	0.46%	42
2024 Q3	$985K	Hold	2,432	–	–	0.51%	40
2024 Q2	$837K	Hold	2,432	–	–	0.5%	37
2024 Q1	$933K	Buy	+2,432	New	+$889K	0.6%	36
2021 Q3	–	Sell	-117	Closed	-$38.1K	–	152
2021 Q2	$38.1K	Hold	117	–	–	0.03%	148
2021 Q1	$37.1K	Sell	117 -1	-0.8%	-$276	0.03%	131
2020 Q4	$32.3K	Buy	+118	New	+$32.4K	0.03%	135

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Flagship Private Wealth's HD Position: Q1 2025 in Review

Flagship Private Wealth sold out of Home Depot (HD) in Q1 2025, closing a stake of 2,432 shares — an estimated $946K sold.

Flagship Private Wealth first reported a position in HD in Q4 2020 and held it in 7 quarters. The position peaked at $985K in Q3 2024. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Flagship Private Wealth reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Flagship Private Wealth sold 2,432 Home Depot shares in Q1 2025, an estimated $946K.
Flagship Private Wealth first reported a position in Home Depot in Q4 2020 and held it in 7 quarters.
Flagship Private Wealth's Home Depot position peaked at $985K in Q3 2024.
3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Flagship Private Wealth's 13F filing for Q1 2025, filed 14 Apr 2025.