Mason & Associates (California)’s Home Depot HD Stock Holding History

Mason & Associates (California)’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
2026 Q1	$591K	Sell	1,826 -176	-9%	-$64.1K	0.11%	100
2025 Q4	$689K	Buy	2,002 +106	+6%	+$38.8K	0.13%	85
2025 Q3	$768K	Hold	1,896	–	–	0.15%	61
2025 Q2	$695K	Sell	1,896 -22	-1%	-$7.96K	0.16%	64
2025 Q1	$703K	Sell	1,918 -7	-0.4%	-$2.73K	0.17%	58
2024 Q4	$749K	Buy	1,925 +302	+19%	+$123K	0.18%	59
2024 Q3	$658K	Buy	1,623 +53	+3%	+$19.3K	0.16%	63
2024 Q2	$540K	Buy	1,570 +161	+11%	+$54.9K	0.14%	64
2024 Q1	$541K	Hold	1,409	–	–	0.14%	61
2023 Q4	$488K	Buy	1,409 +51	+4%	+$15.8K	0.14%	54
2023 Q3	$410K	Buy	1,358 +1	+0.1%	+$322	0.13%	56
2023 Q2	$422K	Buy	1,357 +72	+6%	+$21.3K	0.12%	57
2023 Q1	$379K	Buy	1,285 +33	+3%	+$10.1K	0.12%	58
2022 Q4	$396K	Hold	1,252	–	–	0.13%	55
2022 Q3	$345K	Hold	1,252	–	–	0.12%	60
2022 Q2	$343K	Buy	1,252 +1	+0.1%	+$295	0.12%	65
2022 Q1	$375K	Sell	1,251 -2	-0.2%	-$694	0.11%	78
2021 Q4	$520K	Buy	+1,253	New	+$477K	0.16%	52

Other funds holding HD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors

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