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Maxwell Wealth Strategies’s Home Depot HD Stock Holding History

Maxwell Wealth Strategies’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 		$4.45M Sell
11,452
-81
-0.7% -$33.1K 1.82% 15
2024
Q3 		$4.61M Buy
11,533
+1,396
+14% +$509K 1.96% 13
2024
Q2 		$3.49M Buy
10,137
+83
+0.8% +$28.3K 1.71% 15
2024
Q1 		$3.31M Buy
10,054
+3,133
+45% +$1.14M 1.68% 16
2023
Q4 		$2.4M Buy
+6,921
New +$2.14M 1.57% 23

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Maxwell Wealth Strategies's HD Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its Home Depot (HD) stake by 0.7% in Q4 2024, selling an estimated $33.1K and leaving 11,452 shares worth $4.45M. The position accounts for 1.82% of the portfolio, ranked #15.

Maxwell Wealth Strategies first reported a position in HD in Q4 2023 and has held it in 5 quarters since. The position peaked at $4.61M in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Maxwell Wealth Strategies held 11,452 shares of Home Depot worth $4.45M as of Q4 2024.
  • Maxwell Wealth Strategies sold 81 Home Depot shares in Q4 2024, an estimated $33.1K.
  • Home Depot made up 1.82% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #15 holding.
  • Maxwell Wealth Strategies first reported a position in Home Depot in Q4 2023 and has held it in 5 quarters since.
  • Maxwell Wealth Strategies's Home Depot position peaked at $4.61M in Q3 2024.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.