Willow Creek Wealth Management’s Home Depot HD Stock Holding History

Willow Creek Wealth 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 Q3	$382K	Sell	942 -3	-0.3%	-$1.18K	0.03%	122
2025 Q2	$346K	Buy	945 +15	+2%	+$5.43K	0.03%	122
2025 Q1	$341K	Buy	930 +1	+0.1%	+$390	0.03%	115
2024 Q4	$361K	Sell	929 -10	-1%	-$4.08K	0.04%	112
2024 Q3	$380K	Buy	939 +181	+24%	+$66K	0.04%	110
2024 Q2	$261K	Buy	758 +19	+3%	+$6.48K	0.03%	133
2024 Q1	$283K	Buy	739 +66	+10%	+$24.1K	0.03%	127
2023 Q4	$233K	Sell	673 -125	-16%	-$38.7K	0.03%	133
2023 Q3	$241K	Sell	798 -4	-0.5%	-$1.29K	0.04%	118
2023 Q2	$249K	Buy	802 +14	+2%	+$4.14K	0.04%	124
2023 Q1	$233K	Buy	788 +106	+16%	+$32.5K	0.04%	120
2022 Q4	$215K	Buy	+682	New	+$208K	0.04%	124
2022 Q2	–	Sell	-731	Closed	-$219K	–	127
2022 Q1	$219K	Sell	731 -5	-0.7%	-$1.73K	0.04%	111
2021 Q4	$305K	Buy	736 +33	+5%	+$12.6K	0.06%	98
2021 Q3	$231K	Sell	703 -63	-8%	-$20.7K	0.05%	105
2021 Q2	$244K	Buy	766 +53	+7%	+$16.9K	0.06%	98
2021 Q1	$218K	Buy	+713	New	+$197K	0.08%	89
2020 Q4	–	Sell	-736	Closed	-$204K	–	92
2020 Q3	$204K	Buy	+736	New	+$199K	0.08%	83
2019 Q4	–	Sell	-984	Closed	-$228K	–	84
2019 Q3	$228K	Buy	+984	New	+$215K	0.11%	75

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

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

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

Capital World Investors

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

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return