WESPAC Advisors SoCal’s Home Depot HD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-581
| Closed | -$200K | – | 120 |
|
|
2025
Q4 | $200K | Buy |
+581
| New | +$213K | 0.04% | 110 |
|
|
2025
Q2 | – | Sell |
-582
| Closed | -$213K | – | 107 |
|
|
2025
Q1 | $213K | Sell |
582
-246
| -30% | -$95.9K | 0.06% | 102 |
|
|
2024
Q4 | $322K | Buy |
828
+2
| +0.2% | +$817 | 0.07% | 86 |
|
|
2024
Q3 | $335K | Buy |
+826
| New | +$301K | 0.08% | 80 |
|
|
2024
Q2 | – | Sell |
-1,504
| Closed | -$577K | – | 93 |
|
|
2024
Q1 | $577K | Sell |
1,504
-73
| -5% | -$26.7K | 0.15% | 65 |
|
|
2023
Q4 | $547K | Sell |
1,577
-16,186
| -91% | -$5.01M | 0.16% | 68 |
|
|
2023
Q3 | $5.37M | Buy |
17,763
+40
| +0.2% | +$12.9K | 1.81% | 21 |
|
|
2023
Q2 | $5.51M | Sell |
17,723
-10,412
| -37% | -$3.08M | 1.89% | 19 |
|
|
2023
Q1 | $8.3M | Sell |
28,135
-12
| -0% | -$3.68K | 2.86% | 10 |
|
|
2022
Q4 | $8.89M | Buy |
28,147
+374
| +1% | +$114K | 3.31% | 7 |
|
|
2022
Q3 | $8.22M | Sell |
27,773
-175
| -0.6% | -$51.7K | 3.44% | 10 |
|
|
2022
Q2 | $7.67M | Sell |
27,948
-220
| -0.8% | -$65K | 2.93% | 12 |
|
|
2022
Q1 | $8.43M | Buy |
28,168
+269
| +1% | +$93.3K | 2.6% | 13 |
|
|
2021
Q4 | $10.3M | Sell |
27,899
-280
| -1% | -$107K | 3.14% | 8 |
|
|
2021
Q3 | $9.28M | Buy |
28,179
+1,310
| +5% | +$430K | 3.03% | 10 |
|
|
2021
Q2 | $8.57M | Sell |
26,869
-6,918
| -20% | -$2.2M | 2.84% | 14 |
|
|
2021
Q1 | $10.3M | Buy |
33,787
+287
| +0.9% | +$79.1K | 4.04% | 5 |
|
|
2020
Q4 | $8.9M | Buy |
33,500
+1,282
| +4% | +$352K | 3.53% | 10 |
|
|
2020
Q3 | $9.21M | Sell |
32,218
-537
| -2% | -$145K | 4.38% | 5 |
|
|
2020
Q2 | $8.19M | Buy |
32,755
+1,027
| +3% | +$235K | 3.79% | 6 |
|
|
2020
Q1 | $6.64M | Sell |
31,728
-1,479
| -4% | -$325K | 3.68% | 10 |
|
|
2019
Q4 | $7.25M | Buy |
33,207
+4,350
| +15% | +$985K | 3.44% | 10 |
|
|
2019
Q3 | $6.7M | Sell |
28,857
-530
| -2% | -$116K | 3.31% | 10 |
|
|
2019
Q2 | $6.11M | Sell |
29,387
-1,040
| -3% | -$207K | 3.26% | 13 |
|
|
2019
Q1 | $5.84M | Buy |
30,427
+3,591
| +13% | +$659K | 3.23% | 11 |
|
|
2018
Q4 | $4.61M | Sell |
26,836
-205
| -0.8% | -$36.8K | 2.91% | 14 |
|
|
2018
Q3 | $5.6M | Buy |
27,041
+2,294
| +9% | +$462K | 2.81% | 14 |
|
|
2018
Q2 | $4.83M | Buy |
24,747
+300
| +1% | +$56K | 2.78% | 13 |
|
|
2018
Q1 | $4.36M | Sell |
24,447
-218
| -0.9% | -$40.9K | 2.52% | 17 |
|
|
2017
Q4 | $4.67M | Sell |
24,665
-737
| -3% | -$127K | 2.67% | 16 |
|
|
2017
Q3 | $4.15M | Buy |
25,402
+820
| +3% | +$126K | 2.47% | 21 |
|
|
2017
Q2 | $3.77M | Sell |
24,582
-880
| -3% | -$135K | 2.41% | 20 |
|
|
2017
Q1 | $3.74M | Buy |
25,462
+355
| +1% | +$50.3K | 2.32% | 22 |
|
|
2016
Q4 | $3.37M | Sell |
25,107
-310
| -1% | -$40K | 2.18% | 23 |
|
|
2016
Q3 | $3.27M | Sell |
25,417
-625
| -2% | -$83.3K | 2.21% | 21 |
|
|
2016
Q2 | $3.33M | Buy |
26,042
+1,190
| +5% | +$157K | 2.16% | 23 |
|
|
2016
Q1 | $3.32M | Sell |
24,852
-13,622
| -35% | -$1.7M | 2.44% | 19 |
|
|
2015
Q4 | $5.09M | Buy |
+38,474
| New | +$4.9M | 3.36% | 9 |
|
Other funds holding HD
VCM
VPM
WESPAC Advisors SoCal's HD Position: Q1 2026 in Review
WESPAC Advisors SoCal sold out of Home Depot (HD) in Q1 2026, closing a stake of 581 shares — an estimated $200K sold.
WESPAC Advisors SoCal first reported a position in HD in Q4 2015 and held it in 38 quarters. The position peaked at $10.3M in Q1 2021. 4,115 funds tracked by Wall St. Rank hold HD as of Q1 2026.
- WESPAC Advisors SoCal reported no remaining Home Depot position as of Q1 2026 after selling out during the quarter.
- WESPAC Advisors SoCal sold 581 Home Depot shares in Q1 2026, an estimated $200K.
- WESPAC Advisors SoCal first reported a position in Home Depot in Q4 2015 and held it in 38 quarters.
- WESPAC Advisors SoCal's Home Depot position peaked at $10.3M in Q1 2021.
- 4,115 funds tracked by Wall St. Rank held Home Depot as of Q1 2026.
Based on WESPAC Advisors SoCal's 13F filing for Q1 2026, filed 15 Apr 2026.