Planned Solutions’s Home Depot HD Stock Holding History

Planned Solutions’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	-225	Closed	-$91.2K	–	326
2024 Q3	$91.2K	Buy	+225	New	+$82.1K	0.04%	224
2024 Q1	–	Sell	-238	Closed	-$82.5K	–	275
2023 Q4	$82.5K	Buy	+238	New	+$73.7K	0.04%	215
2021 Q1	–	Sell	-163	Closed	-$43K	–	203
2020 Q4	$43K	Hold	163	–	–	0.03%	223
2020 Q3	$45K	Buy	+163	New	+$44.2K	0.04%	167

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Planned Solutions's HD Position: Q4 2024 in Review

Planned Solutions sold out of Home Depot (HD) in Q4 2024, closing a stake of 225 shares — an estimated $91.2K sold.

Planned Solutions first reported a position in HD in Q3 2020 and held it in 4 quarters. The position peaked at $91.2K in Q3 2024. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Planned Solutions reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Planned Solutions sold 225 Home Depot shares in Q4 2024, an estimated $91.2K.
Planned Solutions first reported a position in Home Depot in Q3 2020 and held it in 4 quarters.
Planned Solutions's Home Depot position peaked at $91.2K in Q3 2024.
4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Planned Solutions's 13F filing for Q4 2024, filed 17 Jan 2025.