High Pines Wealth Management’s Home Depot HD Stock Holding History

High Pines 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
2023 Q4	$452K	Buy	1,305 +60	+5%	+$18.6K	0.69%	23
2023 Q3	$376K	Buy	1,245 +371	+42%	+$119K	0.62%	24
2023 Q2	$271K	Buy	874 +3	+0.3%	+$886	0.41%	27
2023 Q1	$257K	Buy	871 +4	+0.5%	+$1.23K	0.43%	29
2022 Q4	$274K	Hold	867	–	–	0.48%	27
2022 Q3	$239K	Buy	867 +29	+3%	+$8.56K	0.46%	26
2022 Q2	$230K	Sell	838 -6,303	-88%	-$1.86M	0.42%	24
2022 Q1	$2.14M	Buy	7,141 +45	+0.6%	+$15.6K	1.57%	26
2021 Q4	$2.94M	Sell	7,096 -665	-9%	-$253K	2.05%	22
2021 Q3	$2.55M	Buy	7,761 +3	+0%	+$985	1.75%	26
2021 Q2	$2.47M	Buy	7,758 +671	+9%	+$213K	1.87%	24
2021 Q1	$2.16M	Buy	7,087 +2	+0%	+$551	1.91%	25
2020 Q4	$1.88M	Buy	+7,085	New	+$1.95M	1.74%	25

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

High Pines Wealth Management's HD Position: Q4 2023 in Review

High Pines Wealth Management increased its Home Depot (HD) stake by 4.8% in Q4 2023, buying an estimated $18.6K and bringing the position to 1,305 shares worth $452K. The position accounts for 0.69% of the portfolio, ranked #23.

High Pines Wealth Management first reported a position in HD in Q4 2020 and has held it in 13 quarters since. The position peaked at $2.94M in Q4 2021. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

High Pines Wealth Management held 1,305 shares of Home Depot worth $452K as of Q4 2023.
High Pines Wealth Management bought 60 Home Depot shares in Q4 2023, an estimated $18.6K.
Home Depot made up 0.69% of High Pines Wealth Management's portfolio in Q4 2023, its #23 holding.
High Pines Wealth Management first reported a position in Home Depot in Q4 2020 and has held it in 13 quarters since.
High Pines Wealth Management's Home Depot position peaked at $2.94M in Q4 2021.
3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on High Pines Wealth Management's 13F filing for Q4 2023, filed 12 Jan 2024.