WR Wealth Planners’s Home Depot HD Stock Holding History

WR Wealth Planners’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	$695K	Sell	1,787 -415	-19%	-$170K	0.22%	70
2024 Q3	$892K	Buy	2,202 +77	+4%	+$28.1K	0.25%	64
2024 Q2	$731K	Sell	2,125 -1,170	-36%	-$399K	0.22%	68
2024 Q1	$1.26M	Buy	3,295 +104	+3%	+$38K	0.39%	41
2023 Q4	$1.11M	Sell	3,191 -144	-4%	-$44.6K	0.41%	47
2023 Q3	$1.01M	Buy	3,335 +41	+1%	+$13.2K	0.38%	45
2023 Q2	$1.02M	Buy	3,294 +1,443	+78%	+$426K	0.4%	45
2023 Q1	$546K	Buy	1,851 +428	+30%	+$131K	0.24%	65
2022 Q4	$450K	Buy	1,423 +21	+1%	+$6.4K	0.28%	62
2022 Q3	$387K	Buy	1,402 +65	+5%	+$19.2K	0.27%	61
2022 Q2	$367K	Buy	1,337 +26	+2%	+$7.68K	0.24%	66
2022 Q1	$392K	Buy	+1,311	New	+$455K	0.23%	71

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

WR Wealth Planners's HD Position: Q4 2024 in Review

WR Wealth Planners reduced its Home Depot (HD) stake by 19% in Q4 2024, selling an estimated $170K and leaving 1,787 shares worth $695K. The position accounts for 0.22% of the portfolio, ranked #70.

WR Wealth Planners first reported a position in HD in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.26M in Q1 2024. 4,057 funds tracked by Wall St. Rank hold HD as of Q4 2024.

WR Wealth Planners held 1,787 shares of Home Depot worth $695K as of Q4 2024.
WR Wealth Planners sold 415 Home Depot shares in Q4 2024, an estimated $170K.
Home Depot made up 0.22% of WR Wealth Planners's portfolio in Q4 2024, its #70 holding.
WR Wealth Planners first reported a position in Home Depot in Q1 2022 and has held it in 12 quarters since.
WR Wealth Planners's Home Depot position peaked at $1.26M in Q1 2024.
4,057 funds tracked by Wall St. Rank held Home Depot as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.