Peterson Wealth Advisors’s Home Depot HD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$417K Sell
1,267
-58
-4% -$21.1K 0.06% 71
2025
Q4
$456K Buy
1,325
+30
+2% +$11K 0.06% 71
2025
Q3
$501K Sell
1,295
-26
-2% -$10.2K 0.07% 67
2025
Q2
$485K Buy
1,321
+3
+0.2% +$1.09K 0.08% 64
2025
Q1
$450K Buy
1,318
+3
+0.2% +$1.17K 0.09% 61
2024
Q4
$512K Buy
1,315
+47
+4% +$19.2K 0.09% 55
2024
Q3
$514K Sell
1,268
-251
-17% -$91.5K 0.1% 51
2024
Q2
$523K Sell
1,519
-6
-0.4% -$2.05K 0.11% 47
2024
Q1
$585K Sell
1,525
-3
-0.2% -$1.1K 0.12% 43
2023
Q4
$530K Buy
1,528
+24
+2% +$7.43K 0.13% 42
2023
Q3
$454K Buy
1,504
+22
+1% +$7.08K 0.12% 42
2023
Q2
$459K Sell
1,482
-906
-38% -$268K 0.12% 44
2023
Q1
$705K Buy
2,388
+47
+2% +$14.4K 0.19% 32
2022
Q4
$739K Buy
2,341
+31
+1% +$9.44K 0.22% 31
2022
Q3
$637K Sell
2,310
-44
-2% -$13K 0.21% 32
2022
Q2
$646K Hold
2,354
0.21% 30
2022
Q1
$705K Sell
2,354
-50
-2% -$17.3K 0.21% 33
2021
Q4
$998K Buy
2,404
+54
+2% +$20.6K 0.29% 26
2021
Q3
$771K Hold
2,350
0.25% 28
2021
Q2
$749K Hold
2,350
0.27% 25
2021
Q1
$717K Hold
2,350
0.29% 24
2020
Q4
$624K Buy
2,350
+732
+45% +$201K 0.27% 26
2020
Q3
$449K Buy
1,618
+44
+3% +$11.9K 0.23% 33
2020
Q2
$394K Buy
1,574
+7
+0.4% +$1.6K 0.21% 35
2020
Q1
$293K Buy
1,567
+9
+0.6% +$1.98K 0.19% 41
2019
Q4
$340K Buy
1,558
+116
+8% +$26.3K 0.19% 32
2019
Q3
$335K Sell
1,442
-32
-2% -$7K 0.21% 32
2019
Q2
$307K Sell
1,474
-39
-3% -$7.78K 0.19% 33
2019
Q1
$308K Buy
1,513
+55
+4% +$10.1K 0.21% 32
2018
Q4
$250K Buy
1,458
+60
+4% +$10.8K 0.2% 34
2018
Q3
$290K Buy
+1,398
New +$281K 0.21% 37
2018
Q2
Sell
-1,362
Closed -$243K 47
2018
Q1
$243K Buy
1,362
+7
+0.5% +$1.31K 0.2% 40
2017
Q4
$257K Buy
+1,355
New +$234K 0.23% 40

Other funds holding HD

Peterson Wealth Advisors's HD Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Home Depot (HD) stake by 4.4% in Q1 2026, selling an estimated $21.1K and leaving 1,267 shares worth $417K. The position accounts for 0.06% of the portfolio, ranked #71.

Peterson Wealth Advisors first reported a position in HD in Q4 2017 and has held it in 33 quarters since. The position peaked at $998K in Q4 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.

  • Peterson Wealth Advisors held 1,267 shares of Home Depot worth $417K as of Q1 2026.
  • Peterson Wealth Advisors sold 58 Home Depot shares in Q1 2026, an estimated $21.1K.
  • Home Depot made up 0.06% of Peterson Wealth Advisors's portfolio in Q1 2026, its #71 holding.
  • Peterson Wealth Advisors first reported a position in Home Depot in Q4 2017 and has held it in 33 quarters since.
  • Peterson Wealth Advisors's Home Depot position peaked at $998K in Q4 2021.
  • 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.