WestHill Financial Advisors’s Home Depot HD Stock Holding History

WestHill 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
2025 Q4	–	Sell	-520	Closed	-$211K	–	83
2025 Q3	$211K	Buy	+520	New	+$204K	0.04%	75
2025 Q1	–	Sell	-529	Closed	-$206K	–	77
2024 Q4	$206K	Sell	529 -68	-11%	-$27.8K	0.05%	74
2024 Q3	$242K	Buy	597 +1	+0.2%	+$365	0.05%	66
2024 Q2	$205K	Buy	596 +1	+0.2%	+$341	0.05%	68
2024 Q1	$228K	Hold	595	–	–	0.06%	68
2023 Q4	$206K	Buy	+595	New	+$184K	0.05%	71
2022 Q4	–	Sell	-798	Closed	-$220K	–	120
2022 Q3	$220K	Sell	798 -101	-11%	-$29.8K	0.08%	52
2022 Q2	$247K	Buy	899 +1	+0.1%	+$295	0.08%	50
2022 Q1	$269K	Hold	898	–	–	0.08%	56
2021 Q4	$372K	Buy	+898	New	+$342K	0.11%	43

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

WestHill Financial Advisors's HD Position: Q4 2025 in Review

WestHill Financial Advisors sold out of Home Depot (HD) in Q4 2025, closing a stake of 520 shares — an estimated $211K sold.

WestHill Financial Advisors first reported a position in HD in Q4 2021 and held it in 10 quarters. The position peaked at $372K in Q4 2021. 4,156 funds tracked by Wall St. Rank hold HD as of Q4 2025.

WestHill Financial Advisors reported no remaining Home Depot position as of Q4 2025 after selling out during the quarter.
WestHill Financial Advisors sold 520 Home Depot shares in Q4 2025, an estimated $211K.
WestHill Financial Advisors first reported a position in Home Depot in Q4 2021 and held it in 10 quarters.
WestHill Financial Advisors's Home Depot position peaked at $372K in Q4 2021.
4,156 funds tracked by Wall St. Rank held Home Depot as of Q4 2025.

Based on WestHill Financial Advisors's 13F filing for Q4 2025, filed 21 Jan 2026.