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Fairhaven Wealth Management, LLC

SEC CIK
0001767056
Latest filing
Feb 4, 2025

HD holding history

Home Depot, Inc. in every 13F filed by Fairhaven Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q4 2024 holdings

Shares (Q4 2024)
3,079
Value
$1.20M
% of portfolio
0.4%
Quarters held
15
Since Q1 2021
Holdings of HD by Fairhaven Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20243,079$1.20M0.4%+21+0.7%AddedHolders
Q3 20243,058$1.24M0.4%+26+0.9%AddedHolders
Q2 20243,032$1.04M0.3%+27+0.9%AddedHolders
Q1 20243,005$1.15M0.4%−286−8.7%ReducedHolders
Q4 20233,291$1.14M0.4%−87−2.6%ReducedHolders
Q3 20233,378$1.02M0.4%−24−0.7%ReducedHolders
Q2 20233,402$1.06M0.4%–No prior filingHolders
Q1 2023––––Not filedHolders
Q4 20223,402$1.07M0.5%00.0%UnchangedHolders
Q3 20223,402$939.0K0.4%−46−1.3%ReducedHolders
Q2 20223,448$946.0K0.4%+88+2.6%AddedHolders
Q1 20223,360$1.01M0.4%+37+1.1%AddedHolders
Q4 20213,323$1.38M0.5%−12−0.4%ReducedHolders
Q3 20213,335$1.09M0.5%+231+7.4%AddedHolders
Q2 20213,104$990.0K0.4%+280+9.9%AddedHolders
Q1 20212,824$862.0K0.4%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.