HBC Financial Services’s Home Depot HD Stock Holding History

HBC Financial Services’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	$389K	Hold	1,000	–	–	0.24%	22
2024 Q3	$392K	Hold	1,000	–	–	0.24%	23
2024 Q2	$359K	Hold	1,000	–	–	0.23%	21
2024 Q1	$331K	Hold	1,000	–	–	0.22%	21
2023 Q4	$346K	Hold	1,000	–	–	0.23%	21
2023 Q3	$303K	Hold	1,000	–	–	0.23%	22
2023 Q2	$316K	Hold	1,000	–	–	0.22%	21
2023 Q1	$295K	Hold	1,000	–	–	0.22%	22
2022 Q4	$319K	Hold	1,000	–	–	0.25%	19
2022 Q3	$278K	Hold	1,000	–	–	0.23%	21
2022 Q2	$286K	Hold	1,000	–	–	0.22%	22
2022 Q1	$299K	Sell	1,000 -5	-0.5%	-$1.73K	0.22%	22
2021 Q4	$412K	Hold	1,005	–	–	0.26%	21
2021 Q3	$339K	Hold	1,005	–	–	0.23%	21
2021 Q2	$323K	Hold	1,005	–	–	0.22%	23
2021 Q1	$322K	Buy	1,005 +750	+294%	+$207K	0.22%	22
2020 Q4	$68K	Sell	255 -136	-35%	-$37.4K	0.05%	49
2020 Q3	$91K	Buy	391 +255	+188%	+$69.1K	0.08%	35
2020 Q2	$16K	Sell	136 -104	-43%	-$23.8K	0.01%	96
2020 Q1	$22K	Buy	240 +135	+129%	+$29.6K	0.02%	78
2019 Q4	$23K	Buy	+105	New	+$23.8K	0.02%	98

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

HBC Financial Services's HD Position: Q4 2024 in Review

HBC Financial Services held its Home Depot (HD) position steady in Q4 2024 at 1,000 shares worth $389K. The position accounts for 0.24% of the portfolio, ranked #22.

HBC Financial Services first reported a position in HD in Q4 2019 and has held it in 21 quarters since. The position peaked at $412K in Q4 2021. 4,062 funds tracked by Wall St. Rank hold HD as of Q4 2024.

HBC Financial Services held 1,000 shares of Home Depot worth $389K as of Q4 2024.
HBC Financial Services left its Home Depot share count unchanged in Q4 2024.
Home Depot made up 0.24% of HBC Financial Services's portfolio in Q4 2024, its #22 holding.
HBC Financial Services first reported a position in Home Depot in Q4 2019 and has held it in 21 quarters since.
HBC Financial Services's Home Depot position peaked at $412K in Q4 2021.
4,062 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.