Sweet Financial Partners’s Home Depot HD Stock Holding History

Sweet Financial Partners’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	$3.74M	Sell	9,231 -234	-2%	-$85.3K	0.81%	21
2024 Q2	$3.26M	Buy	9,465 +379	+4%	+$129K	0.74%	25
2024 Q1	$3.49M	Buy	9,086 +473	+5%	+$173K	0.8%	21
2023 Q4	$2.98M	Buy	8,613 +782	+10%	+$242K	0.71%	23
2023 Q3	$2.37M	Buy	7,831 +244	+3%	+$78.5K	0.63%	26
2023 Q2	$2.36M	Buy	7,587 +1,718	+29%	+$508K	0.62%	29
2023 Q1	$1.73M	Buy	5,869 +1,136	+24%	+$348K	0.48%	35
2022 Q4	$1.5M	Buy	4,733 +301	+7%	+$91.7K	0.44%	33
2022 Q3	$1.22M	Buy	4,432 +455	+11%	+$134K	0.39%	35
2022 Q2	$1.09M	Buy	3,977 +198	+5%	+$58.5K	0.34%	39
2022 Q1	$1.13M	Buy	3,779 +1,859	+97%	+$645K	0.3%	40
2021 Q4	$797K	Buy	+1,920	New	+$731K	0.33%	42

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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