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Peninsula Wealth’s Home Depot HD Stock Holding History

Peninsula Wealth’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 		$381K Buy
978
+73
+8% +$29.8K 0.06% 79
2024
Q3 		$379K Buy
905
+99
+12% +$36.1K 0.07% 77
2024
Q2 		$290K Sell
806
-5
-0.6% -$1.71K 0.05% 81
2024
Q1 		$311K Buy
811
+24
+3% +$8.77K 0.06% 76
2023
Q4 		$273K Buy
787
+60
+8% +$18.6K 0.06% 78
2023
Q3 		$207K Buy
727
+39
+6% +$12.5K 0.05% 79
2023
Q2 		$214K Buy
+688
New +$203K 0.06% 73
2023
Q1 		– Sell
-640
Closed -$202K – 74
2022
Q4 		$202K Buy
+640
New +$195K 0.06% 72
2022
Q1 		– Sell
-571
Closed -$237K – 69
2021
Q4 		$237K Buy
+571
New +$217K 0.06% 63

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

Peninsula Wealth's HD Position: Q4 2024 in Review

Peninsula Wealth increased its Home Depot (HD) stake by 8.1% in Q4 2024, buying an estimated $29.8K and bringing the position to 978 shares worth $381K. The position accounts for 0.06% of the portfolio, ranked #79.

Peninsula Wealth first reported a position in HD in Q4 2021 and has held it in 9 quarters since. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Peninsula Wealth held 978 shares of Home Depot worth $381K as of Q4 2024.
  • Peninsula Wealth bought 73 Home Depot shares in Q4 2024, an estimated $29.8K.
  • Home Depot made up 0.06% of Peninsula Wealth's portfolio in Q4 2024, its #79 holding.
  • Peninsula Wealth first reported a position in Home Depot in Q4 2021 and has held it in 9 quarters since.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.