HD HOME DEPOT INCORPORATED

Ownership history in ForthRight Wealth Management, LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in HOME DEPOT INCORPORATED (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.55% (2021 Q4)
Avg. % of fund
0.89%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,841 -620 -13.9% 0.38% $1.3M $341.81
2025 Q3 REDUCED 4,461 -10 -0.2% 0.53% $1.8M $399.91
2025 Q2 REDUCED 4,471 -1,382 -23.6% 0.51% $1.6M $359.82
2025 Q1 REDUCED 5,853 -255 -4.2% 0.72% $2.1M $357.45
2024 Q4 REDUCED 6,108 -721 -10.6% 0.79% $2.4M $377.01
2024 Q3 ADDED 6,829 +19 +0.3% 0.92% $2.8M $390.66
2024 Q2 REDUCED 6,810 -185 -2.6% 0.84% $2.3M $329.88
2024 Q1 REDUCED 6,995 -71 -1.0% 0.96% $2.7M $365.07
2023 Q4 ADDED 7,066 +204 +3.0% 0.95% $2.4M $327.84
2023 Q3 ADDED 6,862 +142 +2.1% 0.89% $2.1M $283.94
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    HD price (monthly, adj. close)
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