Lake Hills Wealth Management’s Home Depot HD Stock Holding History

Lake Hills 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	–	Sell	-604	Closed	-$245K	–	63
2024 Q3	$245K	Sell	604 -130	-18%	-$47.4K	0.16%	47
2024 Q2	$253K	Buy	+734	New	+$250K	0.18%	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

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

Lake Hills Wealth Management's HD Position: Q4 2024 in Review

Lake Hills Wealth Management sold out of Home Depot (HD) in Q4 2024, closing a stake of 604 shares — an estimated $245K sold.

Lake Hills Wealth Management first reported a position in HD in Q2 2024 and held it in 2 quarters. The position peaked at $253K in Q2 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Lake Hills Wealth Management reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Lake Hills Wealth Management sold 604 Home Depot shares in Q4 2024, an estimated $245K.
Lake Hills Wealth Management first reported a position in Home Depot in Q2 2024 and held it in 2 quarters.
Lake Hills Wealth Management's Home Depot position peaked at $253K in Q2 2024.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Lake Hills Wealth Management's 13F filing for Q4 2024, filed 17 Jan 2025.