TFO Wealth Partners’s Home Depot HD Stock Holding History

TFO Wealth 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 Q2	–	Sell	-18	Closed	-$6.91K	–	357
2024 Q1	$6.91K	Hold	18	–	–	﹤0.01%	100
2023 Q4	$6.24K	Sell	18 -192	-91%	-$59.5K	﹤0.01%	104
2023 Q3	$65.2K	Buy	210 +4	+2%	+$1.29K	0.01%	75
2023 Q2	$64K	Sell	206 -165	-44%	-$48.7K	0.01%	67
2023 Q1	$109K	Buy	+371	New	+$114K	0.02%	53
2022 Q3	–	Sell	-32	Closed	-$9K	–	280
2022 Q2	$9K	Sell	32 -67	-68%	-$19.8K	﹤0.01%	139
2022 Q1	$30K	Buy	+99	New	+$34.3K	0.01%	84
2021 Q4	–	Sell	-31	Closed	-$10K	–	163
2021 Q3	$10K	Buy	+31	New	+$10.2K	﹤0.01%	92
2020 Q4	–	Sell	-53	Closed	-$15K	–	112
2020 Q3	$15K	Buy	53 +28	+112%	+$7.58K	0.01%	67
2020 Q2	$6K	Buy	+25	New	+$5.72K	﹤0.01%	110

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

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

TFO Wealth Partners's HD Position: Q2 2024 in Review

TFO Wealth Partners sold out of Home Depot (HD) in Q2 2024, closing a stake of 18 shares — an estimated $6.91K sold.

TFO Wealth Partners first reported a position in HD in Q2 2020 and held it in 10 quarters. The position peaked at $109K in Q1 2023. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

TFO Wealth Partners reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 18 Home Depot shares in Q2 2024, an estimated $6.91K.
TFO Wealth Partners first reported a position in Home Depot in Q2 2020 and held it in 10 quarters.
TFO Wealth Partners's Home Depot position peaked at $109K in Q1 2023.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.