Platte River Wealth Advisors’s Home Depot HD Stock Holding History

Platte River 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
2024 Q3	$1.1M	Hold	2,719	–	–	0.3%	46
2024 Q2	$936K	Sell	2,719 -300	-10%	-$102K	0.26%	49
2024 Q1	$1.16M	Sell	3,019 -10	-0.3%	-$3.65K	0.33%	47
2023 Q4	$1.05M	Sell	3,029 -25	-0.8%	-$7.74K	0.35%	51
2023 Q3	$923K	Buy	3,054 +25	+0.8%	+$8.04K	0.34%	52
2023 Q2	$941K	Buy	3,029 +175	+6%	+$51.7K	0.33%	51
2023 Q1	$842K	Hold	2,854	–	–	0.32%	52
2022 Q4	$901K	Hold	2,854	–	–	0.38%	48
2022 Q3	$788K	Sell	2,854 -136	-5%	-$40.1K	0.35%	48
2022 Q2	$820K	Sell	2,990 -25	-0.8%	-$7.38K	0.36%	51
2022 Q1	$903K	Hold	3,015	–	–	0.33%	51
2021 Q4	$1.17M	Hold	3,015	–	–	0.4%	47
2021 Q3	$990K	Sell	3,015 -30	-1%	-$9.85K	0.37%	48
2021 Q2	$971K	Buy	3,045 +191	+7%	+$60.8K	0.37%	48
2021 Q1	$897K	Sell	2,854 -145	-5%	-$40K	0.37%	49
2020 Q4	$837K	Hold	2,999	–	–	0.36%	51
2020 Q3	$833K	Sell	2,999 -245	-8%	-$66.4K	0.43%	50
2020 Q2	$810K	Buy	+3,244	New	+$743K	0.45%	55
2019 Q4	$803K	Buy	+3,521	New	+$797K	0.42%	71

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

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

Norges Bank Oslo, Norway $935B AUM

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

Platte River Wealth Advisors's HD Position: Q3 2024 in Review

Platte River Wealth Advisors held its Home Depot (HD) position steady in Q3 2024 at 2,719 shares worth $1.1M. The position accounts for 0.3% of the portfolio, ranked #46.

Platte River Wealth Advisors first reported a position in HD in Q4 2019 and has held it in 19 quarters since. The position peaked at $1.17M in Q4 2021. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Platte River Wealth Advisors held 2,719 shares of Home Depot worth $1.1M as of Q3 2024.
Platte River Wealth Advisors left its Home Depot share count unchanged in Q3 2024.
Home Depot made up 0.3% of Platte River Wealth Advisors's portfolio in Q3 2024, its #46 holding.
Platte River Wealth Advisors first reported a position in Home Depot in Q4 2019 and has held it in 19 quarters since.
Platte River Wealth Advisors's Home Depot position peaked at $1.17M in Q4 2021.
3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.