Unique Wealth Strategies’s Home Depot HD Stock Holding History

Unique Wealth Strategies’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 Q3	–	Sell	-1,489	Closed	-$571K	–	405
2024 Q2	$571K	Hold	1,489	–	–	0.27%	101
2024 Q1	$571K	Sell	1,489 -1,039	-41%	-$380K	0.28%	101
2023 Q4	$876K	Buy	+2,528	New	+$783K	0.58%	53

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

Unique Wealth Strategies's HD Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Home Depot (HD) in Q3 2024, closing a stake of 1,489 shares — an estimated $571K sold.

Unique Wealth Strategies first reported a position in HD in Q4 2023 and held it in 3 quarters. The position peaked at $876K in Q4 2023. 3,738 funds tracked by Wall St. Rank hold HD as of Q3 2024.

Unique Wealth Strategies reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 1,489 Home Depot shares in Q3 2024, an estimated $571K.
Unique Wealth Strategies first reported a position in Home Depot in Q4 2023 and held it in 3 quarters.
Unique Wealth Strategies's Home Depot position peaked at $876K in Q4 2023.
3,738 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.