Householder Group Estate & Retirement Specialist’s Home Depot HD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$382K	Sell	984 -1,676	-63%	-$685K	0.29%	54
2024 Q3	$1.08M	Sell	2,660 -148	-5%	-$54K	0.31%	71
2024 Q2	$966K	Buy	2,808 +390	+16%	+$133K	0.27%	81
2024 Q1	$928K	Sell	2,418 -168	-6%	-$61.4K	0.28%	80
2023 Q4	$896K	Sell	2,586 -37	-1%	-$11.5K	0.29%	70
2023 Q3	$793K	Buy	+2,623	New	+$844K	0.29%	77
2023 Q1	$590K	Buy	+1,999	New	+$613K	0.23%	92
2022 Q4	–	Sell	-1,953	Closed	-$539K	–	635
2022 Q3	$539K	Buy	1,953 +155	+9%	+$45.8K	0.22%	101
2022 Q2	$493K	Sell	1,798 -50	-3%	-$14.8K	0.22%	111
2022 Q1	$553K	Buy	1,848 +7	+0.4%	+$2.43K	0.22%	112
2021 Q4	$764K	Buy	+1,841	New	+$701K	0.28%	93

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Householder Group Estate & Retirement Specialist's HD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Home Depot (HD) stake by 63% in Q4 2024, selling an estimated $685K and leaving 984 shares worth $382K. The position accounts for 0.29% of the portfolio, ranked #54.

Householder Group Estate & Retirement Specialist first reported a position in HD in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.08M in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 984 shares of Home Depot worth $382K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,676 Home Depot shares in Q4 2024, an estimated $685K.
Home Depot made up 0.29% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #54 holding.
Householder Group Estate & Retirement Specialist first reported a position in Home Depot in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's Home Depot position peaked at $1.08M in Q3 2024.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.