MWM
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Mittelman Wealth Management’s Home Depot HD Stock Holding History

Mittelman 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
Q3 		– Sell
-4,794
Closed -$1.65M – 48
2024
Q2 		$1.65M Hold
4,794
– – 1.07% 23
2024
Q1 		$1.84M Buy
+4,794
New +$1.75M 1.25% 21

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Mittelman Wealth Management's HD Position: Q3 2024 in Review

Mittelman Wealth Management sold out of Home Depot (HD) in Q3 2024, closing a stake of 4,794 shares — an estimated $1.65M sold.

Mittelman Wealth Management first reported a position in HD in Q1 2024 and held it in 2 quarters. The position peaked at $1.84M in Q1 2024. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Mittelman Wealth Management reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
  • Mittelman Wealth Management sold 4,794 Home Depot shares in Q3 2024, an estimated $1.65M.
  • Mittelman Wealth Management first reported a position in Home Depot in Q1 2024 and held it in 2 quarters.
  • Mittelman Wealth Management's Home Depot position peaked at $1.84M in Q1 2024.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Mittelman Wealth Management's 13F filing for Q3 2024, filed 18 Nov 2024.