Synergy Asset Management’s Home Depot HD Stock Holding History

Synergy Asset 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
2025 Q1	–	Sell	-63	Closed	-$25.5K	–	382
2024 Q4	$25.5K	Buy	+63	New	+$25.7K	﹤0.01%	339
2023 Q3	–	Sell	-947	Closed	-$294K	–	139
2023 Q2	$294K	Buy	947 +143	+18%	+$42.2K	0.07%	76
2023 Q1	$237K	Sell	804 -56	-7%	-$17.2K	0.06%	102
2022 Q4	$272K	Buy	860 +30	+4%	+$9.14K	0.07%	88
2022 Q3	$229K	Buy	+830	New	+$245K	0.06%	97
2022 Q2	–	Sell	-693	Closed	-$207K	–	108
2022 Q1	$207K	Sell	693 -156	-18%	-$54.1K	0.05%	91
2021 Q4	$353K	Buy	+849	New	+$323K	0.08%	72
2021 Q2	–	Sell	-994	Closed	-$304K	–	115
2021 Q1	$304K	Buy	+994	New	+$274K	0.09%	73

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

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

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

Synergy Asset Management's HD Position: Q1 2025 in Review

Synergy Asset Management sold out of Home Depot (HD) in Q1 2025, closing a stake of 63 shares — an estimated $25.5K sold.

Synergy Asset Management first reported a position in HD in Q1 2021 and held it in 8 quarters. The position peaked at $353K in Q4 2021. 3,994 funds tracked by Wall St. Rank hold HD as of Q1 2025.

Synergy Asset Management reported no remaining Home Depot position as of Q1 2025 after selling out during the quarter.
Synergy Asset Management sold 63 Home Depot shares in Q1 2025, an estimated $25.5K.
Synergy Asset Management first reported a position in Home Depot in Q1 2021 and held it in 8 quarters.
Synergy Asset Management's Home Depot position peaked at $353K in Q4 2021.
3,994 funds tracked by Wall St. Rank held Home Depot as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.