Wealthcare Capital Management’s Home Depot HD Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-2,354	Closed	-$863K	–	87
2025 Q1	$863K	Buy	2,354 +306	+15%	+$119K	0.09%	39
2024 Q4	$797K	Sell	2,048 -89	-4%	-$36.4K	0.08%	41
2024 Q3	$866K	Buy	2,137 +115	+6%	+$41.9K	0.09%	42
2024 Q2	$696K	Hold	2,022	–	–	0.07%	46
2024 Q1	$776K	Sell	2,022 -59	-3%	-$21.6K	0.09%	41
2023 Q4	$721K	Buy	2,081 +284	+16%	+$88K	0.08%	45
2023 Q3	$543K	Sell	1,797 -314	-15%	-$101K	0.07%	44
2023 Q2	$656K	Sell	2,111 -12	-0.6%	-$3.54K	0.08%	39
2023 Q1	$627K	Sell	2,123 -110	-5%	-$33.7K	0.08%	39
2022 Q4	$705K	Buy	2,233 +16	+0.7%	+$4.87K	0.09%	38
2022 Q3	$612K	Sell	2,217 -20	-0.9%	-$5.9K	0.08%	35
2022 Q2	$614K	Sell	2,237 -248	-10%	-$73.2K	0.07%	36
2022 Q1	$744K	Buy	2,485 +297	+14%	+$103K	0.07%	40
2021 Q4	$908K	Sell	2,188 -12	-0.5%	-$4.57K	0.08%	37
2021 Q3	$722K	Sell	2,200 -561	-20%	-$184K	0.07%	37
2021 Q2	$880K	Buy	2,761 +2,079	+305%	+$661K	0.08%	36
2021 Q1	$208K	Buy	+682	New	+$188K	0.02%	66
2020 Q2	–	Sell	-151	Closed	-$28K	–	129
2020 Q1	$28K	Sell	151 -186	-55%	-$40.8K	﹤0.01%	116
2019 Q4	$74K	Buy	337 +53	+19%	+$12K	0.01%	91
2019 Q3	$66K	Buy	284 +159	+127%	+$34.8K	0.01%	91
2019 Q2	$26K	Hold	125	–	–	﹤0.01%	115
2019 Q1	$24K	Hold	125	–	–	﹤0.01%	126
2018 Q4	$21K	Hold	125	–	–	﹤0.01%	124
2018 Q3	$26K	Hold	125	–	–	﹤0.01%	119
2018 Q2	$24K	Hold	125	–	–	﹤0.01%	115
2018 Q1	$22K	Buy	125 +22	+21%	+$4.13K	﹤0.01%	115
2017 Q4	$20K	Buy	103 +28	+37%	+$4.83K	﹤0.01%	115
2017 Q3	$12K	Hold	75	–	–	﹤0.01%	125
2017 Q2	$12K	Hold	75	–	–	﹤0.01%	120
2017 Q1	$11K	Hold	75	–	–	﹤0.01%	124
2016 Q4	$10K	Sell	75 -102	-58%	-$13.1K	﹤0.01%	121
2016 Q3	$23K	Hold	177	–	–	﹤0.01%	99
2016 Q2	$23K	Hold	177	–	–	﹤0.01%	96
2016 Q1	$24K	Hold	177	–	–	﹤0.01%	104
2015 Q4	$23K	Sell	177 -818	-82%	-$104K	﹤0.01%	112
2015 Q3	$115K	Hold	995	–	–	0.01%	62
2015 Q2	$111K	Sell	995 -262	-21%	-$29.3K	0.01%	68
2015 Q1	$143K	Buy	1,257 +262	+26%	+$28.9K	0.02%	119
2014 Q4	$104K	Hold	995	–	–	0.01%	58
2014 Q3	$91K	Hold	995	–	–	0.01%	65
2014 Q2	$81K	Buy	995 +177	+22%	+$14K	0.01%	66
2014 Q1	$65K	Sell	818 -29	-3%	-$2.31K	0.01%	70
2013 Q4	$70K	Hold	847	–	–	0.01%	38
2013 Q3	$64K	Hold	847	–	–	0.01%	36
2013 Q2	$66K	Buy	+847	New	+$63.6K	0.01%	35

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

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wealthcare Capital Management's HD Position: Q2 2025 in Review

Wealthcare Capital Management sold out of Home Depot (HD) in Q2 2025, closing a stake of 2,354 shares — an estimated $863K sold.

Wealthcare Capital Management first reported a position in HD in Q2 2013 and held it in 45 quarters. The position peaked at $908K in Q4 2021. 3,995 funds tracked by Wall St. Rank hold HD as of Q2 2025.

Wealthcare Capital Management reported no remaining Home Depot position as of Q2 2025 after selling out during the quarter.
Wealthcare Capital Management sold 2,354 Home Depot shares in Q2 2025, an estimated $863K.
Wealthcare Capital Management first reported a position in Home Depot in Q2 2013 and held it in 45 quarters.
Wealthcare Capital Management's Home Depot position peaked at $908K in Q4 2021.
3,995 funds tracked by Wall St. Rank held Home Depot as of Q2 2025.

Based on Wealthcare Capital Management's 13F filing for Q2 2025, filed 22 Jul 2025.