Whitaker-Myers Wealth Managers’s Home Depot HD Stock Holding History

Whitaker-Myers Wealth Managers’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 Q4	–	Sell	-763	Closed	-$309K	–	130
2024 Q3	$309K	Buy	763 +49	+7%	+$17.9K	0.1%	83
2024 Q2	$246K	Sell	714 -31	-4%	-$10.6K	0.09%	89
2024 Q1	$286K	Buy	745 +49	+7%	+$17.9K	0.12%	77
2023 Q4	$241K	Buy	+696	New	+$216K	0.12%	68

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

Whitaker-Myers Wealth Managers's HD Position: Q4 2024 in Review

Whitaker-Myers Wealth Managers sold out of Home Depot (HD) in Q4 2024, closing a stake of 763 shares — an estimated $309K sold.

Whitaker-Myers Wealth Managers first reported a position in HD in Q4 2023 and held it in 4 quarters. The position peaked at $309K in Q3 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

Whitaker-Myers Wealth Managers reported no remaining Home Depot position as of Q4 2024 after selling out during the quarter.
Whitaker-Myers Wealth Managers sold 763 Home Depot shares in Q4 2024, an estimated $309K.
Whitaker-Myers Wealth Managers first reported a position in Home Depot in Q4 2023 and held it in 4 quarters.
Whitaker-Myers Wealth Managers's Home Depot position peaked at $309K in Q3 2024.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on Whitaker-Myers Wealth Managers's 13F filing for Q4 2024, filed 15 Jan 2025.