Pacific Capital Wealth Advisors’s Home Depot HD Stock Holding History

Pacific Capital Wealth 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
2025 Q1	–	Sell	-123	Closed	-$47.9K	–	206
2024 Q4	$47.9K	Sell	123 -10	-8%	-$4.08K	0.01%	155
2024 Q3	$53.8K	Sell	133 -178	-57%	-$64.9K	0.01%	151
2024 Q2	$107K	Buy	311 +111	+56%	+$37.9K	0.02%	105
2024 Q1	$76.8K	Buy	200 +24	+14%	+$8.77K	0.02%	104
2023 Q4	$61K	Buy	+176	New	+$54.5K	0.02%	118
2020 Q4	–	Sell	-131	Closed	-$36K	–	112
2020 Q3	$36K	Buy	+131	New	+$35.5K	0.02%	119

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

Pacific Capital Wealth Advisors's HD Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Home Depot (HD) in Q1 2025, closing a stake of 123 shares — an estimated $47.9K sold.

Pacific Capital Wealth Advisors first reported a position in HD in Q3 2020 and held it in 6 quarters. The position peaked at $107K in Q2 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 123 Home Depot shares in Q1 2025, an estimated $47.9K.
Pacific Capital Wealth Advisors first reported a position in Home Depot in Q3 2020 and held it in 6 quarters.
Pacific Capital Wealth Advisors's Home Depot position peaked at $107K in Q2 2024.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.