Ownership history in Jupiter Wealth Management LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Jupiter 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 Jupiter Wealth Management LLC underperformed the S&P 500 by β2.4% annually on this HD position. Timing score: 50% (9/18 decisions correct). Average cost basis: $287.94. Maximum drawdown during holding period: β33.1%.
β οΈ Trailed SPY by 2.4% ann. on this position.
26 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 18 add/trim decisions correct
Best entry: $270.13 (2021 Q1) Β· Worst: $341.81 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 14 trims. Bought during 2 of 11 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.25% 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