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Geller Advisors’s Home Depot HD Stock Holding History

Geller Advisors’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
Q4 		$3.79M Buy
9,742
+20
+0.2% +$8.17K 0.25% 27
2024
Q3 		$3.94M Sell
9,722
-38
-0.4% -$13.9K 0.27% 26
2024
Q2 		$3.36M Sell
9,760
-17
-0.2% -$5.8K 0.25% 28
2024
Q1 		$3.75M Buy
9,777
+346
+4% +$126K 0.3% 23
2023
Q4 		$3.27M Buy
9,431
+4,969
+111% +$1.54M 0.32% 22
2023
Q3 		$1.35M Sell
4,462
-239
-5% -$76.9K 0.16% 34
2023
Q2 		$1.46M Buy
4,701
+1,427
+44% +$422K 0.18% 33
2023
Q1 		$966K Buy
3,274
+600
+22% +$184K 0.14% 31
2022
Q4 		$845K Buy
2,674
+118
+5% +$35.9K 0.14% 33
2022
Q3 		$705K Sell
2,556
-1,431
-36% -$422K 0.15% 32
2022
Q2 		$1.09M Buy
3,987
+649
+19% +$192K 0.23% 22
2022
Q1 		$999K Buy
3,338
+1,998
+149% +$693K 0.19% 31
2021
Q4 		$556K Sell
1,340
-11
-0.8% -$4.19K 0.11% 56
2021
Q3 		$443K Buy
1,351
+1
+0.1% +$328 0.1% 62
2021
Q2 		$431K Sell
1,350
-4
-0.3% -$1.27K 0.09% 59
2021
Q1 		$413K Buy
1,354
+196
+17% +$54K 0.1% 58
2020
Q4 		$350K Hold
1,158
– – 0.09% 63
2020
Q3 		$322K Buy
1,158
+55
+5% +$14.9K 0.09% 53
2020
Q2 		$276K Buy
+1,103
New +$252K 0.08% 62
2019
Q4 		– Sell
-896
Closed -$208K – 68
2019
Q3 		$208K Buy
+896
New +$196K 0.08% 66
2016
Q1 		– Sell
-2,993
Closed -$396K – 28
2015
Q4 		$396K Buy
+2,993
New +$381K 0.24% 20

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

Geller Advisors's HD Position: Q4 2024 in Review

Geller Advisors increased its Home Depot (HD) stake by 0.21% in Q4 2024, buying an estimated $8.17K and bringing the position to 9,742 shares worth $3.79M. The position accounts for 0.25% of the portfolio, ranked #27.

Geller Advisors first reported a position in HD in Q4 2015 and has held it in 21 quarters since. The position peaked at $3.94M in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Geller Advisors held 9,742 shares of Home Depot worth $3.79M as of Q4 2024.
  • Geller Advisors bought 20 Home Depot shares in Q4 2024, an estimated $8.17K.
  • Home Depot made up 0.25% of Geller Advisors's portfolio in Q4 2024, its #27 holding.
  • Geller Advisors first reported a position in Home Depot in Q4 2015 and has held it in 21 quarters since.
  • Geller Advisors's Home Depot position peaked at $3.94M in Q3 2024.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.