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Spectrum Wealth Counsel’s Home Depot HD Stock Holding History

Spectrum Wealth Counsel’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
2025
Q1 		$9.67M Buy
26,373
+243
+0.9% +$94.7K 1.16% 28
2024
Q4 		$10.2M Sell
26,130
-245
-0.9% -$100K 1.19% 27
2024
Q3 		$10.7M Sell
26,375
-551
-2% -$201K 1.26% 19
2024
Q2 		$9.27M Sell
26,926
-1,193
-4% -$407K 1.17% 24
2024
Q1 		$10.8M Sell
28,119
-24
-0.1% -$8.77K 1.32% 16
2023
Q4 		$9.75M Buy
+28,143
New +$8.72M 1.35% 17

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

Spectrum Wealth Counsel's HD Position: Q1 2025 in Review

Spectrum Wealth Counsel increased its Home Depot (HD) stake by 0.93% in Q1 2025, buying an estimated $94.7K and bringing the position to 26,373 shares worth $9.67M. The position accounts for 1.16% of the portfolio, ranked #28.

Spectrum Wealth Counsel first reported a position in HD in Q4 2023 and has held it in 6 quarters since. The position peaked at $10.8M in Q1 2024. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

  • Spectrum Wealth Counsel held 26,373 shares of Home Depot worth $9.67M as of Q1 2025.
  • Spectrum Wealth Counsel bought 243 Home Depot shares in Q1 2025, an estimated $94.7K.
  • Home Depot made up 1.16% of Spectrum Wealth Counsel's portfolio in Q1 2025, its #28 holding.
  • Spectrum Wealth Counsel first reported a position in Home Depot in Q4 2023 and has held it in 6 quarters since.
  • Spectrum Wealth Counsel's Home Depot position peaked at $10.8M in Q1 2024.
  • 3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Spectrum Wealth Counsel's 13F filing for Q1 2025, filed 7 May 2025.