SFA
HD icon

Source Financial Advisors’s Home Depot HD Stock Holding History

Source Financial 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 		$642K Buy
1,585
+8
+0.5% +$2.92K 0.19% 61
2024
Q2 		$543K Hold
1,577
– – 0.17% 65
2024
Q1 		$605K Buy
1,577
+16
+1% +$5.84K 0.18% 62
2023
Q4 		$541K Buy
1,561
+21
+1% +$6.5K 0.17% 77
2023
Q3 		$465K Buy
1,540
+35
+2% +$11.3K 0.16% 80
2023
Q2 		$468K Buy
1,505
+96
+7% +$28.4K 0.15% 84
2023
Q1 		$416K Buy
1,409
+85
+6% +$26.1K 0.14% 85
2022
Q4 		$418K Buy
1,324
+90
+7% +$27.4K 0.16% 82
2022
Q3 		$341K Buy
1,234
+35
+3% +$10.3K 0.14% 85
2022
Q2 		$329K Sell
1,199
-27
-2% -$7.97K 0.13% 92
2022
Q1 		$367K Sell
1,226
-1
-0.1% -$347 0.11% 89
2021
Q4 		$509K Sell
1,227
-99
-7% -$37.7K 0.14% 73
2021
Q3 		$435K Sell
1,326
-11
-0.8% -$3.61K 0.11% 77
2021
Q2 		$426K Buy
1,337
+29
+2% +$9.22K 0.11% 76
2021
Q1 		$399K Buy
1,308
+196
+18% +$54K 0.11% 78
2020
Q4 		$295K Buy
+1,112
New +$306K 0.08% 89

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
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

Source Financial Advisors's HD Position: Q3 2024 in Review

Source Financial Advisors increased its Home Depot (HD) stake by 0.51% in Q3 2024, buying an estimated $2.92K and bringing the position to 1,585 shares worth $642K. The position accounts for 0.19% of the portfolio, ranked #61.

Source Financial Advisors first reported a position in HD in Q4 2020 and has held it in 16 quarters since. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

  • Source Financial Advisors held 1,585 shares of Home Depot worth $642K as of Q3 2024.
  • Source Financial Advisors bought 8 Home Depot shares in Q3 2024, an estimated $2.92K.
  • Home Depot made up 0.19% of Source Financial Advisors's portfolio in Q3 2024, its #61 holding.
  • Source Financial Advisors first reported a position in Home Depot in Q4 2020 and has held it in 16 quarters since.
  • 3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.