Number of Shares
21,079.00
Current Holdings Value*
$8.20 Mil
% of Portfolio
1.55%
Total Estimate Gain
$2.84 Mil
% of Total Estimate Gain
27.89%

Sugarloaf Wealth Management, LLC's The Home Depot Inc Holding Summary

As of 2024-12-31, Sugarloaf Wealth Management, LLC held 21,079.00 shares of The Home Depot Inc(HD), totaling $8.20 Mil. This investment constitutes 1.55% of their stock portfolio, and Sugarloaf Wealth Management, LLC now holds 0% of the outstanding The Home Depot Inc(HD) stock.

The initial trade took place in 2019Q4. And since then Sugarloaf Wealth Management, LLC has made 11 purchases of HD, at an average price of $265.55, for a total of 38,360.00 shares. In addition, there have been 9 sales at an average price of $301.30 for 17,281.00 shares. Based on historical transaction data and HD's current price of $371.01, Sugarloaf Wealth Management, LLC's estimated gain on his HD holdings is $2.84 Mil, reflecting a 27.89% gain to date.

Sugarloaf Wealth Management, LLC HD ($371.01) Holding Chart

Sugarloaf Wealth Management, LLC HD ($371.01) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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