Traverso Chambers Private Wealth Management’s Home Depot HD Stock Holding History

Traverso Chambers Private 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
2023 Q4	$1.08M	Buy	3,120 +3	+0.1%	+$929	0.26%	51
2023 Q3	$942K	Buy	3,117 +24	+0.8%	+$7.72K	0.25%	52
2023 Q2	$961K	Buy	3,093 +15	+0.5%	+$4.43K	0.25%	52
2023 Q1	$908K	Buy	3,078 +168	+6%	+$51.5K	0.25%	51
2022 Q4	$919K	Sell	2,910 -7	-0.2%	-$2.13K	0.26%	51
2022 Q3	$805K	Hold	2,917	–	–	0.25%	53
2022 Q2	$800K	Hold	2,917	–	–	0.27%	50
2022 Q1	$873K	Buy	2,917 +7	+0.2%	+$2.43K	0.26%	51
2021 Q4	$1.21M	Hold	2,910	–	–	0.36%	40
2021 Q3	$955K	Sell	2,910 -6	-0.2%	-$1.97K	0.3%	45
2021 Q2	$930K	Hold	2,916	–	–	0.29%	45
2021 Q1	$890K	Hold	2,916	–	–	0.3%	44
2020 Q4	$775K	Sell	2,916 -57	-2%	-$15.7K	0.28%	46
2020 Q3	$826K	Hold	2,973	–	–	0.32%	39
2020 Q2	$745K	Buy	2,973 +6	+0.2%	+$1.37K	0.31%	42
2020 Q1	$554K	Hold	2,967	–	–	0.26%	49
2019 Q4	$648K	Hold	2,967	–	–	0.28%	48
2019 Q3	$688K	Hold	2,967	–	–	0.33%	42
2019 Q2	$623K	Buy	2,967 +57	+2%	+$11.4K	0.3%	46
2019 Q1	$558K	Hold	2,910	–	–	0.27%	48
2018 Q4	$500K	Buy	+2,910	New	+$522K	0.27%	48

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Traverso Chambers Private Wealth Management's HD Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management increased its Home Depot (HD) stake by 0.1% in Q4 2023, buying an estimated $929 and bringing the position to 3,120 shares worth $1.08M. The position accounts for 0.26% of the portfolio, ranked #51.

Traverso Chambers Private Wealth Management first reported a position in HD in Q4 2018 and has held it in 21 quarters since. The position peaked at $1.21M in Q4 2021. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Traverso Chambers Private Wealth Management held 3,120 shares of Home Depot worth $1.08M as of Q4 2023.
Traverso Chambers Private Wealth Management bought 3 Home Depot shares in Q4 2023, an estimated $929.
Home Depot made up 0.26% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #51 holding.
Traverso Chambers Private Wealth Management first reported a position in Home Depot in Q4 2018 and has held it in 21 quarters since.
Traverso Chambers Private Wealth Management's Home Depot position peaked at $1.21M in Q4 2021.
3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.