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Northwest Financial Advisors’s Home Depot HD Stock Holding History

Northwest Financial Advisors’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 		– Sell
-172
Closed -$69.7K – 282
2024
Q3 		$69.7K Buy
+172
New +$62.7K 0.06% 191
2024
Q1 		– Sell
-161
Closed -$55.7K – 259
2023
Q4 		$55.7K Buy
+161
New +$49.9K 0.05% 198

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

Northwest Financial Advisors's HD Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 172 shares — an estimated $69.7K sold.

Northwest Financial Advisors first reported a position in HD in Q4 2023 and held it in 2 quarters. The position peaked at $69.7K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 172 Home Depot shares in Q4 2024, an estimated $69.7K.
  • Northwest Financial Advisors first reported a position in Home Depot in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Home Depot position peaked at $69.7K in Q3 2024.
  • 4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.