Ownership history in HB Wealth Management, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which HB Wealth Management, LLC reported a position in HOME DEPOT INC (HD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HB Wealth Management, LLC underperformed the S&P 500 by β10.7% annually on this HD position. Timing score: 35% (7/20 decisions correct). Average cost basis: $296.80. Maximum drawdown during holding period: β33.1%.
β Significantly underperformed the S&P 500 by 10.7% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $249.30 (2022 Q2) Β· Worst: $399.91 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 6 trims. Bought during 6 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.52% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size