O'Brien Wealth Partners’s Home Depot HD Stock Holding History

O'Brien Wealth Partners’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 Q4	$610K	Sell	1,772 -11	-0.6%	-$4.03K	0.08%	46
2025 Q3	$722K	Buy	1,783 +1,767	+11,044%	+$695K	0.1%	40
2025 Q2	$5.87K	Buy	16 +7	+78%	+$2.53K	﹤0.01%	80
2025 Q1	$3.3K	Buy	+9	New	+$3.51K	﹤0.01%	69
2024 Q3	–	Sell	-3	Closed	-$1.03K	–	71
2024 Q2	$1.03K	Sell	3 -8	-73%	-$2.73K	﹤0.01%	60
2024 Q1	$4.22K	Sell	11 -13	-54%	-$4.75K	﹤0.01%	62
2023 Q4	$8.32K	Buy	24 +21	+700%	+$6.5K	﹤0.01%	61
2023 Q3	$906	Hold	3	–	–	﹤0.01%	56
2023 Q2	$932	Sell	3 -11	-79%	-$3.25K	﹤0.01%	57
2023 Q1	$4.13K	Sell	14 -319	-96%	-$97.8K	﹤0.01%	56
2022 Q4	$105K	Buy	333 +280	+528%	+$85.3K	0.04%	56
2022 Q3	$15K	Buy	53 +15	+39%	+$4.43K	0.01%	57
2022 Q2	$10K	Sell	38 -24	-39%	-$7.09K	﹤0.01%	64
2022 Q1	$18K	Buy	62 +35	+130%	+$12.1K	0.01%	54
2021 Q4	$10K	Buy	27 +1	+4%	+$381	﹤0.01%	55
2021 Q3	$9K	Sell	26 -1,170	-98%	-$384K	﹤0.01%	45
2021 Q2	$385K	Buy	+1,196	New	+$380K	0.13%	27
2018 Q2	–	Sell	-25	Closed	-$4K	–	136
2018 Q1	$4K	Buy	+25	New	+$4.69K	﹤0.01%	144

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