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Merriman Wealth Management’s Home Depot HD Stock Holding History

Merriman 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 		$884K Buy
2,272
+7
+0.3% +$2.86K 0.04% 90
2024
Q3 		$918K Buy
2,265
+181
+9% +$66K 0.04% 105
2024
Q2 		$718K Buy
2,084
+77
+4% +$26.3K 0.03% 118
2024
Q1 		$770K Buy
2,007
+834
+71% +$305K 0.03% 112
2023
Q4 		$406K Sell
1,173
-16
-1% -$4.96K 0.02% 140
2023
Q3 		$359K Sell
1,189
-50
-4% -$16.1K 0.02% 135
2023
Q2 		$385K Buy
1,239
+16
+1% +$4.73K 0.02% 154
2023
Q1 		$361K Sell
1,223
-48
-4% -$14.7K 0.02% 147
2022
Q4 		$401K Sell
1,271
-61
-5% -$18.6K 0.02% 153
2022
Q3 		$367K Buy
1,332
+64
+5% +$18.9K 0.02% 117
2022
Q2 		$348K Buy
1,268
+16
+1% +$4.72K 0.02% 121
2022
Q1 		$375K Sell
1,252
-134
-10% -$46.5K 0.03% 146
2021
Q4 		$575K Buy
1,386
+544
+65% +$207K 0.04% 137
2021
Q3 		$276K Sell
842
-70
-8% -$23K 0.02% 169
2021
Q2 		$291K Buy
912
+79
+9% +$25.1K 0.03% 185
2021
Q1 		$254K Sell
833
-278
-25% -$76.6K 0.03% 163
2020
Q4 		$296K Buy
1,111
+137
+14% +$37.7K 0.03% 171
2020
Q3 		$271K Sell
974
-349
-26% -$94.5K 0.04% 140
2020
Q2 		$331K Sell
1,323
-506
-28% -$116K 0.05% 131
2020
Q1 		$342K Sell
1,829
-24
-1% -$5.27K 0.07% 110
2019
Q4 		$405K Buy
1,853
+108
+6% +$24.5K 0.08% 135
2019
Q3 		$405K Buy
1,745
+520
+42% +$114K 0.08% 126
2019
Q2 		$258K Buy
1,225
+78
+7% +$15.6K 0.05% 160
2019
Q1 		$220K Sell
1,147
-798
-41% -$146K 0.04% 185
2018
Q4 		$338K Buy
1,945
+229
+13% +$41.1K 0.07% 109
2018
Q3 		$355K Buy
1,716
+26
+2% +$5.23K 0.08% 128
2018
Q2 		$330K Buy
1,690
+96
+6% +$17.9K 0.08% 132
2018
Q1 		$284K Buy
1,594
+20
+1% +$3.75K 0.07% 151
2017
Q4 		$298K Buy
1,574
+82
+5% +$14.2K 0.07% 142
2017
Q3 		$244K Buy
+1,492
New +$229K 0.06% 140

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

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

Merriman Wealth Management increased its Home Depot (HD) stake by 0.31% in Q4 2024, buying an estimated $2.86K and bringing the position to 2,272 shares worth $884K. The position accounts for 0.04% of the portfolio, ranked #90.

Merriman Wealth Management first reported a position in HD in Q3 2017 and has held it in 30 quarters since. The position peaked at $918K in Q3 2024. 4,062 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Merriman Wealth Management held 2,272 shares of Home Depot worth $884K as of Q4 2024.
  • Merriman Wealth Management bought 7 Home Depot shares in Q4 2024, an estimated $2.86K.
  • Home Depot made up 0.04% of Merriman Wealth Management's portfolio in Q4 2024, its #90 holding.
  • Merriman Wealth Management first reported a position in Home Depot in Q3 2017 and has held it in 30 quarters since.
  • Merriman Wealth Management's Home Depot position peaked at $918K in Q3 2024.
  • 4,062 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

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