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Beam Wealth Advisors’s Home Depot HD Stock Holding History

Beam 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
2024
Q2 		– Sell
-1,237
Closed -$474K – 117
2024
Q1 		$474K Buy
1,237
+106
+9% +$38.7K 0.29% 60
2023
Q4 		$392K Buy
1,131
+23
+2% +$7.12K 0.25% 62
2023
Q3 		$335K Buy
1,108
+33
+3% +$10.6K 0.24% 72
2023
Q2 		$334K Buy
1,075
+267
+33% +$78.9K 0.23% 72
2023
Q1 		$239K Sell
808
-71
-8% -$21.8K 0.24% 86
2022
Q4 		$278K Buy
879
+16
+2% +$4.87K 0.29% 75
2022
Q3 		$238K Buy
863
+127
+17% +$37.5K 0.27% 85
2022
Q2 		$202K Buy
736
+29
+4% +$8.56K 0.22% 101
2022
Q1 		$212K Buy
707
+33
+5% +$11.4K 0.24% 84
2021
Q4 		$280K Sell
674
-457
-40% -$174K 0.32% 73
2021
Q3 		$371K Buy
1,131
+85
+8% +$27.9K 0.32% 90
2021
Q2 		$333K Buy
1,046
+57
+6% +$18.1K 0.29% 94
2021
Q1 		$302K Buy
989
+33
+3% +$9.1K 0.27% 93
2020
Q4 		$254K Sell
956
-970
-50% -$267K 0.24% 101
2020
Q3 		$535K Buy
1,926
+59
+3% +$16K 0.5% 62
2020
Q2 		$466K Buy
1,867
+176
+10% +$40.3K 0.47% 64
2020
Q1 		$316K Sell
1,691
-258
-13% -$56.6K 0.31% 102
2019
Q4 		$426K Buy
+1,949
New +$441K 0.4% 83

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

Beam Wealth Advisors's HD Position: Q2 2024 in Review

Beam Wealth Advisors sold out of Home Depot (HD) in Q2 2024, closing a stake of 1,237 shares — an estimated $474K sold.

Beam Wealth Advisors first reported a position in HD in Q4 2019 and held it in 18 quarters. The position peaked at $535K in Q3 2020. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Beam Wealth Advisors reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
  • Beam Wealth Advisors sold 1,237 Home Depot shares in Q2 2024, an estimated $474K.
  • Beam Wealth Advisors first reported a position in Home Depot in Q4 2019 and held it in 18 quarters.
  • Beam Wealth Advisors's Home Depot position peaked at $535K in Q3 2020.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.