SSC
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Syverson Strege & Co’s Home Depot HD Stock Holding History

Syverson Strege & Co’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
2026
Q1 		$887K Sell
2,698
-272
-9% -$99.1K 0.21% 48
2025
Q4 		$1.02M Sell
2,970
-309
-9% -$113K 0.24% 44
2025
Q3 		$1.33M Sell
3,279
-253
-7% -$99.5K 0.32% 34
2025
Q2 		$1.3M Buy
3,532
+2,492
+240% +$902K 0.31% 36
2025
Q1 		$381K Sell
1,040
-5
-0.5% -$1.95K 0.12% 54
2024
Q4 		$407K Buy
1,045
+489
+88% +$200K 0.14% 51
2024
Q3 		$225K Sell
556
-452
-45% -$165K 0.08% 65
2024
Q2 		$347K Buy
1,008
+351
+53% +$120K 0.12% 56
2024
Q1 		$252K Buy
+657
New +$240K 0.09% 61
2023
Q2 		– Sell
-555
Closed -$164K – 299
2023
Q1 		$164K Buy
555
+107
+24% +$32.8K 0.07% 68
2022
Q4 		$142K Buy
448
+4
+0.9% +$1.22K 0.06% 76
2022
Q3 		$122K Buy
444
+1
+0.2% +$295 0.06% 78
2022
Q2 		$121K Sell
443
-42
-9% -$12.4K 0.04% 88
2022
Q1 		$145K Buy
485
+25
+5% +$8.67K 0.16% 74
2021
Q4 		$191K Sell
460
-172
-27% -$65.5K 0.14% 65
2021
Q3 		$207K Buy
632
+173
+38% +$56.8K 0.17% 57
2021
Q2 		$146K Buy
459
+21
+5% +$6.68K 0.13% 74
2021
Q1 		$134K Buy
438
+1
+0.2% +$276 0.14% 75
2020
Q4 		$116K Buy
+437
New +$120K 0.11% 77

Other funds holding HD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return