Spectrum Wealth Advisory Group’s Home Depot HD Stock Holding History

Spectrum Wealth Advisory Group’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	-632	Closed	-$256K	–	58
2024 Q3	$256K	Buy	632 +2	+0.3%	+$729	0.14%	40
2024 Q2	$217K	Buy	+630	New	+$215K	0.23%	34
2022 Q1	–	Sell	-567	Closed	-$235K	–	49
2021 Q4	$235K	Buy	+567	New	+$216K	0.21%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Spectrum Wealth Advisory Group's HD Position: Q4 2024 in Review

Spectrum Wealth Advisory Group sold out of Home Depot (HD) in Q4 2024, closing a stake of 632 shares — an estimated $256K sold.

Spectrum Wealth Advisory Group first reported a position in HD in Q4 2021 and held it in 3 quarters. The position peaked at $256K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Spectrum Wealth Advisory Group reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 632 Home Depot shares in Q4 2024, an estimated $256K.
Spectrum Wealth Advisory Group first reported a position in Home Depot in Q4 2021 and held it in 3 quarters.
Spectrum Wealth Advisory Group's Home Depot position peaked at $256K in Q3 2024.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Spectrum Wealth Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.