NBW Capital’s Home Depot HD Stock Holding History

NBW Capital’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
2025 Q1	–	Sell	-632	Closed	-$246K	–	103
2024 Q4	$246K	Sell	632 -225	-26%	-$91.9K	0.05%	83
2024 Q3	$347K	Buy	857 +80	+10%	+$29.2K	0.07%	76
2024 Q2	$267K	Buy	+777	New	+$265K	0.05%	84
2024 Q1	–	Sell	-870	Closed	-$302K	–	116
2023 Q4	$302K	Sell	870 -39	-4%	-$12.1K	0.07%	78
2023 Q3	$275K	Sell	909 -80	-8%	-$25.7K	0.07%	78
2023 Q2	$307K	Buy	+989	New	+$292K	0.07%	81
2022 Q4	–	Sell	-921	Closed	-$254K	–	105
2022 Q3	$254K	Sell	921 -405	-31%	-$120K	0.07%	82
2022 Q2	$364K	Buy	+1,326	New	+$391K	0.1%	79
2021 Q4	–	Sell	-656	Closed	-$215K	–	87
2021 Q3	$215K	Buy	+656	New	+$215K	0.05%	82
2021 Q2	–	Sell	-675	Closed	-$206K	–	81
2021 Q1	$206K	Buy	+675	New	+$186K	0.06%	77

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 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

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

Norges Bank Oslo, Norway $935B AUM

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

NBW Capital's HD Position: Q1 2025 in Review

NBW Capital sold out of Home Depot (HD) in Q1 2025, closing a stake of 632 shares — an estimated $246K sold.

NBW Capital first reported a position in HD in Q1 2021 and held it in 10 quarters. The position peaked at $364K in Q2 2022. 3,995 funds tracked by Wall St. Rank hold HD as of Q1 2025.

NBW Capital reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
NBW Capital sold 632 Home Depot shares in Q1 2025, an estimated $246K.
NBW Capital first reported a position in Home Depot in Q1 2021 and held it in 10 quarters.
NBW Capital's Home Depot position peaked at $364K in Q2 2022.
3,995 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on NBW Capital's 13F filing for Q1 2025, filed 12 May 2025.