Tolleson Wealth Management’s Home Depot HD Stock Holding History

Tolleson Wealth 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	-555	Closed	-$216K	–	95
2024 Q4	$216K	Buy	+555	New	+$227K	0.04%	100
2024 Q3	–	Sell	-727	Closed	-$250K	–	84
2024 Q2	$250K	Sell	727 -726	-50%	-$248K	0.05%	75
2024 Q1	$557K	Buy	+1,453	New	+$531K	0.11%	59
2020 Q2	–	Sell	-9,361	Closed	-$1.75M	–	68
2020 Q1	$1.75M	Sell	9,361 -315	-3%	-$69.2K	0.76%	25
2019 Q4	$2.11M	Buy	9,676 +315	+3%	+$71.3K	1.02%	20
2019 Q3	$2.17M	Sell	9,361 -23,205	-71%	-$5.07M	1.18%	18
2019 Q2	$6.77M	Sell	32,566 -45,655	-58%	-$9.11M	4.67%	6
2019 Q1	$15M	Hold	78,221	–	–	10.39%	2
2018 Q4	$13.4M	Buy	+78,221	New	+$14M	7.91%	2

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

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

Capital World Investors

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