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Realta Investment Advisors’s Home Depot HD Stock Holding History

Realta Investment 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
Q4 		– Sell
-853
Closed -$354K – 368
2024
Q3 		$354K Sell
853
-5,518
-87% -$2.01M 0.16% 130
2024
Q2 		$2.19M Sell
6,371
-651
-9% -$222K 0.43% 50
2024
Q1 		$2.69M Buy
7,022
+521
+8% +$190K 0.56% 31
2023
Q4 		$2.25M Sell
6,501
-186
-3% -$57.6K 0.51% 37
2023
Q3 		$2.08M Sell
6,687
-463
-6% -$149K 0.48% 38
2023
Q2 		$2.22M Sell
7,150
-458
-6% -$135K 0.49% 35
2023
Q1 		$2.25M Sell
7,608
-1,248
-14% -$383K 0.55% 33
2022
Q4 		$2.8M Buy
8,856
+1,384
+19% +$422K 0.68% 22
2022
Q3 		$2.06M Buy
7,472
+109
+1% +$32.2K 0.54% 33
2022
Q2 		$2.06M Sell
7,363
-266
-3% -$78.5K 0.5% 37
2022
Q1 		$2.28M Sell
7,629
-457
-6% -$159K 0.45% 40
2021
Q4 		$3.36M Sell
8,086
-956
-11% -$364K 0.74% 23
2021
Q3 		$2.97M Sell
9,042
-88
-1% -$28.9K 0.7% 24
2021
Q2 		$2.91M Buy
9,130
+15
+0.2% +$4.77K 0.69% 24
2021
Q1 		$2.78M Buy
9,115
+1,227
+16% +$338K 0.73% 24
2020
Q4 		$2.1M Sell
7,888
-933
-11% -$256K 0.59% 30
2020
Q3 		$2.45M Buy
8,821
+3,197
+57% +$866K 0.82% 18
2020
Q2 		$1.41M Sell
5,624
-194
-3% -$44.4K 0.46% 43
2020
Q1 		$1.09M Buy
5,818
+1,062
+22% +$233K 0.47% 46
2019
Q4 		$1.05M Sell
4,756
-437
-8% -$99K 0.29% 66
2019
Q3 		$1.2M Sell
5,193
-148
-3% -$32.4K 0.33% 52
2019
Q2 		$1.11M Buy
5,341
+760
+17% +$152K 0.31% 62
2019
Q1 		$878K Buy
+4,581
New +$840K 0.4% 60

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

Realta Investment Advisors's HD Position: Q4 2024 in Review

Realta Investment Advisors sold out of Home Depot (HD) in Q4 2024, closing a stake of 853 shares — an estimated $354K sold.

Realta Investment Advisors first reported a position in HD in Q1 2019 and held it in 23 quarters. The position peaked at $3.36M in Q4 2021. 4,056 funds tracked by Wall St. Rank hold HD as of Q4 2024.

  • Realta Investment Advisors reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 853 Home Depot shares in Q4 2024, an estimated $354K.
  • Realta Investment Advisors first reported a position in Home Depot in Q1 2019 and held it in 23 quarters.
  • Realta Investment Advisors's Home Depot position peaked at $3.36M in Q4 2021.
  • 4,056 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Realta Investment Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.