Monumental Financial Group’s Home Depot HD Stock Holding History

Monumental Financial Group’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	$1.07M	Sell	2,640 -446	-14%	-$163K	0.4%	27
2024 Q2	$1.06M	Sell	3,086 -420	-12%	-$143K	0.46%	27
2024 Q1	$1.34M	Sell	3,506 -93	-3%	-$34K	0.72%	24
2023 Q4	$1.25M	Sell	3,599 -2	-0.1%	-$619	0.74%	24
2023 Q3	$1.09M	Buy	3,601 +188	+6%	+$60.5K	0.72%	27
2023 Q2	$1.06M	Buy	3,413 +3,396	+19,976%	+$1M	0.71%	33
2023 Q1	$5K	Buy	+17	New	+$5.21K	﹤0.01%	76
2022 Q2	–	Sell	-17	Closed	-$5K	–	46
2022 Q1	$5K	Buy	+17	New	+$5.9K	﹤0.01%	50
2021 Q4	–	Sell	-834	Closed	-$274K	–	23
2021 Q3	$274K	Buy	834 +637	+323%	+$209K	0.22%	21
2021 Q2	$63K	Sell	197 -580	-75%	-$184K	0.05%	40
2021 Q1	$237K	Buy	+777	New	+$214K	0.23%	48

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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