VIA
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Vickerman Investment Advisors’s Home Depot HD Stock Holding History

Vickerman Investment 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
2026
Q1 		$768K Sell
2,334
-125
-5% -$45.6K 0.16% 60
2025
Q4 		$846K Sell
2,459
-3,909
-61% -$1.43M 0.17% 56
2025
Q3 		$2.58M Sell
6,368
-86
-1% -$33.8K 0.52% 50
2025
Q2 		$2.37M Sell
6,454
-116
-2% -$42K 0.51% 53
2025
Q1 		$2.41M Buy
6,570
+351
+6% +$137K 0.55% 49
2024
Q4 		$2.42M Sell
6,219
-805
-11% -$329K 0.66% 46
2024
Q3 		$2.85M Buy
7,024
+50
+0.7% +$18.2K 0.84% 44
2024
Q2 		$2.4M Sell
6,974
-37
-0.5% -$12.6K 0.77% 45
2024
Q1 		$2.69M Sell
7,011
-121
-2% -$44.2K 0.87% 43
2023
Q4 		$2.47M Sell
7,132
-1,449
-17% -$449K 0.84% 44
2023
Q3 		$2.59M Sell
8,581
-244
-3% -$78.5K 1.06% 41
2023
Q2 		$2.74M Sell
8,825
-3
-0% -$886 1.07% 42
2023
Q1 		$2.61M Sell
8,828
-135
-2% -$41.4K 1.03% 39
2022
Q4 		$2.83M Buy
8,963
+148
+2% +$45.1K 1.28% 32
2022
Q3 		$2.43M Buy
8,815
+725
+9% +$214K 1.17% 33
2022
Q2 		$2.22M Buy
8,090
+1,609
+25% +$475K 1.05% 38
2022
Q1 		$1.91M Buy
6,481
+1,782
+38% +$618K 0.85% 41
2021
Q4 		$1.95M Buy
4,699
+4,006
+578% +$1.53M 0.79% 42
2021
Q3 		$227K Buy
+693
New +$228K 0.09% 80

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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return