Triad Financial Advisors’s Home Depot HD Stock Holding History

Triad Financial Advisors’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 Q3	$982K	Buy	3,248 +96	+3%	+$30.9K	0.35%	33
2023 Q2	$979K	Buy	3,152 +4	+0.1%	+$1.18K	0.4%	31
2023 Q1	$929K	Sell	3,148 -242	-7%	-$74.2K	0.4%	30
2022 Q4	$1.07M	Sell	3,390 -55	-2%	-$16.8K	0.48%	26
2022 Q3	$951K	Sell	3,445 -270	-7%	-$79.7K	0.52%	24
2022 Q2	$1.02M	Sell	3,715 -15	-0.4%	-$4.43K	0.56%	21
2022 Q1	$1.12M	Sell	3,730 -294	-7%	-$102K	0.6%	24
2021 Q4	$1.67M	Buy	+4,024	New	+$1.53M	0.99%	14

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Triad Financial Advisors's HD Position: Q3 2023 in Review

Triad Financial Advisors increased its Home Depot (HD) stake by 3% in Q3 2023, buying an estimated $30.9K and bringing the position to 3,248 shares worth $982K. The position accounts for 0.35% of the portfolio, ranked #33.

Triad Financial Advisors first reported a position in HD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.67M in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

Triad Financial Advisors held 3,248 shares of Home Depot worth $982K as of Q3 2023.
Triad Financial Advisors bought 96 Home Depot shares in Q3 2023, an estimated $30.9K.
Home Depot made up 0.35% of Triad Financial Advisors's portfolio in Q3 2023, its #33 holding.
Triad Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Home Depot position peaked at $1.67M in Q4 2021.
3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.