BWA
HD icon

BDO Wealth Advisors’s Home Depot HD Stock Holding History

BDO 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
Q2 		$4.2M Sell
13,508
-222
-2% -$65.6K 0.48% 39
2023
Q1 		$4.05M Sell
13,730
-1,199
-8% -$368K 0.5% 35
2022
Q4 		$4.72M Buy
14,929
+1,876
+14% +$571K 0.59% 32
2022
Q3 		$3.6M Sell
13,053
-83
-0.6% -$24.5K 0.48% 37
2022
Q2 		$3.6M Sell
13,136
-146
-1% -$43.1K 0.44% 43
2022
Q1 		$3.98M Buy
13,282
+3
+0% +$1.04K 0.42% 44
2021
Q4 		$5.51M Buy
13,279
+264
+2% +$101K 0.58% 34
2021
Q3 		$4.27M Sell
13,015
-72
-0.6% -$23.6K 0.47% 41
2021
Q2 		$4.17M Buy
13,087
+11
+0.1% +$3.5K 0.46% 40
2021
Q1 		$3.99M Buy
13,076
+4,870
+59% +$1.34M 0.47% 40
2020
Q4 		$2.18M Sell
8,206
-89
-1% -$24.5K 0.31% 59
2020
Q3 		$2.3M Sell
8,295
-44
-0.5% -$11.9K 0.38% 52
2020
Q2 		$2.09M Sell
8,339
-334
-4% -$76.5K 0.37% 51
2020
Q1 		$1.62M Buy
8,673
+7,210
+493% +$1.58M 0.33% 64
2019
Q4 		$320K Hold
1,463
– – 0.08% 149
2019
Q3 		$339K Buy
1,463
+135
+10% +$29.5K 0.09% 142
2019
Q2 		$276K Sell
1,328
-800
-38% -$160K 0.08% 156
2019
Q1 		$408K Buy
2,128
+1
+0% +$183 0.12% 119
2018
Q4 		$366K Sell
2,127
-100
-4% -$17.9K 0.13% 112
2018
Q3 		$461K Hold
2,227
– – 0.15% 100
2018
Q2 		$434K Sell
2,227
-126
-5% -$23.5K 0.15% 101
2018
Q1 		$419K Buy
2,353
+173
+8% +$32.5K 0.16% 93
2017
Q4 		$413K Buy
2,180
+76
+4% +$13.1K 0.19% 85
2017
Q3 		$344K Sell
2,104
-335
-14% -$51.4K 0.17% 84
2017
Q2 		$374K Buy
+2,439
New +$374K 0.16% 97

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BDO Wealth Advisors's HD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its Home Depot (HD) stake by 1.6% in Q2 2023, selling an estimated $65.6K and leaving 13,508 shares worth $4.2M. The position accounts for 0.48% of the portfolio, ranked #39.

BDO Wealth Advisors first reported a position in HD in Q2 2017 and has held it in 25 quarters since. The position peaked at $5.51M in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • BDO Wealth Advisors held 13,508 shares of Home Depot worth $4.2M as of Q2 2023.
  • BDO Wealth Advisors sold 222 Home Depot shares in Q2 2023, an estimated $65.6K.
  • Home Depot made up 0.48% of BDO Wealth Advisors's portfolio in Q2 2023, its #39 holding.
  • BDO Wealth Advisors first reported a position in Home Depot in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Home Depot position peaked at $5.51M in Q4 2021.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.