Soundmark Wealth Management’s Home Depot HD Stock Holding History

Soundmark Wealth Management’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 Q2	–	Sell	-1,233	Closed	-$473K	–	29
2024 Q1	$473K	Hold	1,233	–	–	0.21%	48
2023 Q4	$427K	Hold	1,233	–	–	0.21%	51
2023 Q3	$373K	Hold	1,233	–	–	0.21%	49
2023 Q2	$383K	Buy	1,233 +400	+48%	+$118K	0.21%	49
2023 Q1	$246K	Hold	833	–	–	0.15%	51
2022 Q4	$263K	Hold	833	–	–	0.17%	50
2022 Q3	$230K	Sell	833 -23	-3%	-$6.79K	0.16%	52
2022 Q2	$235K	Buy	856 +23	+3%	+$6.79K	0.17%	51
2022 Q1	$249K	Hold	833	–	–	0.17%	49
2021 Q4	$346K	Sell	833 -8	-1%	-$3.05K	0.24%	45
2021 Q3	$276K	Buy	841 +8	+1%	+$2.63K	0.1%	61
2021 Q2	$265K	Sell	833 -25	-3%	-$7.95K	0.11%	54
2021 Q1	$262K	Hold	858	–	–	0.14%	55
2020 Q4	$228K	Buy	+858	New	+$236K	0.15%	56

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

Soundmark Wealth Management's HD Position: Q2 2024 in Review

Soundmark Wealth Management sold out of Home Depot (HD) in Q2 2024, closing a stake of 1,233 shares — an estimated $473K sold.

Soundmark Wealth Management first reported a position in HD in Q4 2020 and held it in 14 quarters. The position peaked at $473K in Q1 2024. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Soundmark Wealth Management reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
Soundmark Wealth Management sold 1,233 Home Depot shares in Q2 2024, an estimated $473K.
Soundmark Wealth Management first reported a position in Home Depot in Q4 2020 and held it in 14 quarters.
Soundmark Wealth Management's Home Depot position peaked at $473K in Q1 2024.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Soundmark Wealth Management's 13F filing for Q2 2024.