Norris Financial Group’s Home Depot HD Stock Holding History

Norris 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
2025 Q2	–	Sell	-743	Closed	-$272K	–	87
2025 Q1	$272K	Buy	743 +15	+2%	+$5.85K	0.13%	76
2024 Q4	$283K	Buy	728 +42	+6%	+$17.2K	0.13%	70
2024 Q3	$278K	Sell	686 -76	-10%	-$27.7K	0.14%	67
2024 Q2	$262K	Sell	762 -2,043	-73%	-$697K	0.14%	68
2024 Q1	$1.08M	Sell	2,805 -1,074	-28%	-$392K	0.59%	41
2023 Q4	$1.34M	Sell	3,879 -2,427	-38%	-$752K	0.82%	31
2023 Q3	$1.91M	Buy	6,306 +241	+4%	+$77.5K	1.32%	23
2023 Q2	$1.88M	Buy	6,065 +924	+18%	+$273K	1.3%	22
2023 Q1	$1.52M	Buy	5,141 +4,494	+695%	+$1.38M	1.11%	30
2022 Q4	$204K	Buy	+647	New	+$197K	0.17%	65
2020 Q2	–	Sell	-3,544	Closed	-$662K	–	74
2020 Q1	$662K	Buy	+3,544	New	+$778K	0.74%	34

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

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 World Investors

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return