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Kolinsky Wealth Management’s Home Depot HD Stock Holding History

Kolinsky 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
Q4 		$1.49M Sell
3,836
-521
-12% -$213K 0.91% 15
2024
Q3 		$1.77M Sell
4,357
-13
-0.3% -$4.74K 1.15% 12
2024
Q2 		$1.5M Buy
4,370
+105
+2% +$35.8K 1.08% 14
2024
Q1 		$1.64M Buy
4,265
+131
+3% +$47.9K 1.25% 13
2023
Q4 		$1.43M Sell
4,134
-777
-16% -$241K 1.26% 10
2023
Q3 		$1.48M Sell
4,911
-105
-2% -$33.8K 1.47% 9
2023
Q2 		$1.54M Buy
5,016
+73
+1% +$21.6K 1.46% 8
2023
Q1 		$1.46M Sell
4,943
-352
-7% -$108K 1.55% 8
2022
Q4 		$1.67M Sell
5,295
-75
-1% -$22.8K 1.91% 7
2022
Q3 		$1.48M Sell
5,370
-141
-3% -$41.6K 1.86% 7
2022
Q2 		$1.51M Buy
5,511
+23
+0.4% +$6.79K 1.79% 7
2022
Q1 		$1.64M Sell
5,488
-23
-0.4% -$7.98K 1.61% 7
2021
Q4 		$2.29M Buy
+5,511
New +$2.1M 2.12% 6

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kolinsky Wealth Management's HD Position: Q4 2024 in Review

Kolinsky Wealth Management reduced its Home Depot (HD) stake by 12% in Q4 2024, selling an estimated $213K and leaving 3,836 shares worth $1.49M. The position accounts for 0.91% of the portfolio, ranked #15.

Kolinsky Wealth Management first reported a position in HD in Q4 2021 and has held it in 13 quarters since. The position peaked at $2.29M in Q4 2021. 4,062 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Kolinsky Wealth Management held 3,836 shares of Home Depot worth $1.49M as of Q4 2024.
  • Kolinsky Wealth Management sold 521 Home Depot shares in Q4 2024, an estimated $213K.
  • Home Depot made up 0.91% of Kolinsky Wealth Management's portfolio in Q4 2024, its #15 holding.
  • Kolinsky Wealth Management first reported a position in Home Depot in Q4 2021 and has held it in 13 quarters since.
  • Kolinsky Wealth Management's Home Depot position peaked at $2.29M in Q4 2021.
  • 4,062 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.