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Artemis Wealth Advisors’s Home Depot HD Stock Holding History

Artemis Wealth Advisors’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
Q4 		– Sell
-50
Closed -$15.1K – 47
2023
Q3 		$15.1K Hold
50
– – ﹤0.01% 60
2023
Q2 		$15.5K Hold
50
– – ﹤0.01% 58
2023
Q1 		$14.8K Sell
50
-332
-87% -$102K ﹤0.01% 50
2022
Q4 		$121K Sell
382
-122
-24% -$37.2K 0.04% 32
2022
Q3 		$139K Hold
504
– – 0.04% 35
2022
Q2 		$138K Buy
+504
New +$149K 0.04% 45
2020
Q4 		– Sell
-32
Closed -$8.94K – 86
2020
Q3 		$8.94K Buy
+32
New +$8.67K ﹤0.01% 64

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Artemis Wealth Advisors's HD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Home Depot (HD) in Q4 2023, closing a stake of 50 shares — an estimated $15.1K sold.

Artemis Wealth Advisors first reported a position in HD in Q3 2020 and held it in 7 quarters. The position peaked at $139K in Q3 2022. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 50 Home Depot shares in Q4 2023, an estimated $15.1K.
  • Artemis Wealth Advisors first reported a position in Home Depot in Q3 2020 and held it in 7 quarters.
  • Artemis Wealth Advisors's Home Depot position peaked at $139K in Q3 2022.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.