AJ Wealth Strategies’s Home Depot HD Stock Holding History

AJ Wealth Strategies’s Portfolio HD Stock Details HD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$300K	Buy	965 +164	+20%	+$48.4K	0.01%	233
2023 Q1	$236K	Buy	801 +10	+1%	+$3.07K	0.01%	260
2022 Q4	$250K	Buy	791 +1	+0.1%	+$305	0.01%	254
2022 Q3	$218K	Buy	790 +20	+3%	+$5.9K	0.01%	271
2022 Q2	$211K	Sell	770 -95	-11%	-$28K	0.01%	272
2022 Q1	$259K	Buy	865 +162	+23%	+$56.2K	0.01%	271
2021 Q4	$292K	Sell	703 -34	-5%	-$12.9K	0.01%	255
2021 Q3	$242K	Buy	+737	New	+$242K	0.01%	258
2021 Q2	–	Sell	-877	Closed	-$268K	–	276
2021 Q1	$268K	Hold	877	–	–	0.02%	224
2020 Q4	$233K	Sell	877 -6	-0.7%	-$1.65K	0.02%	215
2020 Q3	$245K	Buy	+883	New	+$239K	0.02%	186

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AJ Wealth Strategies's HD Position: Q2 2023 in Review

AJ Wealth Strategies increased its Home Depot (HD) stake by 20% in Q2 2023, buying an estimated $48.4K and bringing the position to 965 shares worth $300K. The position accounts for 0.01% of the portfolio, ranked #233.

AJ Wealth Strategies first reported a position in HD in Q3 2020 and has held it in 11 quarters since. 3,311 funds tracked by Wall St. Rank hold HD as of Q2 2023.

AJ Wealth Strategies held 965 shares of Home Depot worth $300K as of Q2 2023.
AJ Wealth Strategies bought 164 Home Depot shares in Q2 2023, an estimated $48.4K.
Home Depot made up 0.01% of AJ Wealth Strategies's portfolio in Q2 2023, its #233 holding.
AJ Wealth Strategies first reported a position in Home Depot in Q3 2020 and has held it in 11 quarters since.
3,311 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on AJ Wealth Strategies's 13F filing for Q2 2023, filed 20 Jul 2023.