Halpern Financial’s Home Depot HD Stock Holding History

Halpern Financial’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 Q3	$20.6K	Hold	50	–	–	0.01%	128
2024 Q2	$17.2K	Sell	50 -68	-58%	-$23.2K	﹤0.01%	133
2024 Q1	$42.5K	Hold	118	–	–	0.01%	100
2023 Q4	$39.9K	Sell	118 -139	-54%	-$43K	0.01%	102
2023 Q3	$77.7K	Buy	257 +135	+111%	+$43.4K	0.03%	68
2023 Q2	$37.7K	Buy	122 +32	+36%	+$9.45K	0.01%	90
2023 Q1	$26.6K	Hold	90	–	–	0.01%	101
2022 Q4	$28.4K	Hold	90	–	–	0.01%	101
2022 Q3	$24.8K	Hold	90	–	–	0.01%	102
2022 Q2	$24.7K	Hold	90	–	–	0.01%	111
2022 Q1	$26.9K	Hold	90	–	–	0.01%	122
2021 Q4	$37.4K	Hold	90	–	–	0.02%	101
2021 Q3	$29.5K	Buy	+90	New	+$29.6K	0.01%	94
2021 Q1	–	Sell	-54	Closed	-$14.3K	–	266
2020 Q4	$14.3K	Hold	54	–	–	0.01%	99
2020 Q3	$15K	Sell	54 -1	-2%	-$271	0.01%	89
2020 Q2	$13.9K	Buy	55 +54	+5,400%	+$12.4K	0.01%	84
2020 Q1	$249	Sell	1 -186	-99%	-$40.8K	﹤0.01%	153
2019 Q4	$40.9K	Buy	+187	New	+$42.4K	0.03%	63

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Halpern Financial's HD Position: Q3 2024 in Review

Halpern Financial held its Home Depot (HD) position steady in Q3 2024 at 50 shares worth $20.6K. The position accounts for 0.01% of the portfolio, ranked #128.

Halpern Financial first reported a position in HD in Q4 2019 and has held it in 18 quarters since. The position peaked at $77.7K in Q3 2023. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Halpern Financial held 50 shares of Home Depot worth $20.6K as of Q3 2024.
Halpern Financial left its Home Depot share count unchanged in Q3 2024.
Home Depot made up 0.01% of Halpern Financial's portfolio in Q3 2024, its #128 holding.
Halpern Financial first reported a position in Home Depot in Q4 2019 and has held it in 18 quarters since.
Halpern Financial's Home Depot position peaked at $77.7K in Q3 2023.
3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.