HFG Wealth Management’s Home Depot HD Stock Holding History

HFG Wealth Management’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	–	Sell	-4,540	Closed	-$1.57M	–	50
2023 Q4	$1.57M	Buy	+4,540	New	+$1.41M	0.39%	36
2023 Q1	$1.38M	Buy	+4,670	New	+$1.43M	0.29%	42

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

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

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

Norges Bank Oslo, Norway $935B AUM

HFG Wealth Management's HD Position: Q1 2024 in Review

HFG Wealth Management sold out of Home Depot (HD) in Q1 2024, closing a stake of 4,540 shares — an estimated $1.57M sold.

HFG Wealth Management first reported a position in HD in Q1 2023 and held it in 2 quarters. The position peaked at $1.57M in Q4 2023. 3,659 funds tracked by Wall St. Rank hold HD as of Q1 2024.

HFG Wealth Management reported no remaining Home Depot position as of Q1 2024 after selling out during the quarter.
HFG Wealth Management sold 4,540 Home Depot shares in Q1 2024, an estimated $1.57M.
HFG Wealth Management first reported a position in Home Depot in Q1 2023 and held it in 2 quarters.
HFG Wealth Management's Home Depot position peaked at $1.57M in Q4 2023.
3,659 funds tracked by Wall St. Rank held Home Depot as of Q1 2024.

Based on HFG Wealth Management's 13F filing for Q1 2024, filed 28 Jun 2024.