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Planning Capital Management Corporation’s Home Depot HD Stock Holding History

Planning Capital Management Corporation’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
Q3 		$321K Buy
793
+40
+5% +$14.6K 0.21% 68
2024
Q2 		$259K Buy
753
+3
+0.4% +$1.02K 0.18% 73
2024
Q1 		$288K Sell
750
-1
-0.1% -$365 0.21% 65
2023
Q4 		$260K Buy
+751
New +$233K 0.2% 71

Other funds holding HD

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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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
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
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

Planning Capital Management Corporation's HD Position: Q3 2024 in Review

Planning Capital Management Corporation increased its Home Depot (HD) stake by 5.3% in Q3 2024, buying an estimated $14.6K and bringing the position to 793 shares worth $321K. The position accounts for 0.21% of the portfolio, ranked #68.

Planning Capital Management Corporation first reported a position in HD in Q4 2023 and has held it in 4 quarters since. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Planning Capital Management Corporation held 793 shares of Home Depot worth $321K as of Q3 2024.
  • Planning Capital Management Corporation bought 40 Home Depot shares in Q3 2024, an estimated $14.6K.
  • Home Depot made up 0.21% of Planning Capital Management Corporation's portfolio in Q3 2024, its #68 holding.
  • Planning Capital Management Corporation first reported a position in Home Depot in Q4 2023 and has held it in 4 quarters since.
  • 3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.