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BerganKDV Wealth Management’s Home Depot HD Stock Holding History

BerganKDV Wealth Management’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 		$1.65M Sell
5,322
-328
-6% -$96.9K 0.17% 99
2023
Q1 		$1.67M Buy
5,650
+212
+4% +$65K 0.17% 101
2022
Q4 		$1.72M Sell
5,438
-47
-0.9% -$14.3K 0.19% 99
2022
Q3 		$1.51M Sell
5,485
-11
-0.2% -$3.25K 0.18% 101
2022
Q2 		$1.51M Buy
5,496
+125
+2% +$36.9K 0.17% 107
2022
Q1 		$1.61M Sell
5,371
-616
-10% -$214K 0.17% 106
2021
Q4 		$2.48M Buy
5,987
+812
+16% +$309K 0.26% 82
2021
Q3 		$1.7M Buy
5,175
+2,373
+85% +$779K 0.19% 96
2021
Q2 		$894K Sell
2,802
-4
-0.1% -$1.27K 0.11% 125
2021
Q1 		$857K Sell
2,806
-81
-3% -$22.3K 0.11% 123
2020
Q4 		$767K Buy
2,887
+17
+0.6% +$4.67K 0.11% 120
2020
Q3 		$797K Sell
2,870
-43
-1% -$11.6K 0.13% 113
2020
Q2 		$730K Sell
2,913
-169
-5% -$38.7K 0.13% 117
2020
Q1 		$575K Sell
3,082
-134
-4% -$29.4K 0.12% 123
2019
Q4 		$702K Buy
3,216
+291
+10% +$65.9K 0.13% 125
2019
Q3 		$679K Sell
2,925
-109
-4% -$23.8K 0.13% 109
2019
Q2 		$631K Hold
3,034
– – 0.12% 121
2019
Q1 		$582K Hold
3,034
– – 0.12% 123
2018
Q4 		$521K Buy
3,034
+143
+5% +$25.6K 0.12% 114
2018
Q3 		$599K Sell
2,891
-5
-0.2% -$1.01K 0.13% 116
2018
Q2 		$565K Sell
2,896
-15
-0.5% -$2.8K 0.13% 117
2018
Q1 		$519K Sell
2,911
-202
-6% -$37.9K 0.14% 119
2017
Q4 		$590K Sell
3,113
-173
-5% -$29.9K 0.14% 117
2017
Q3 		$537K Buy
3,286
+260
+9% +$39.9K 0.13% 118
2017
Q2 		$464K Hold
3,026
– – 0.13% 119
2017
Q1 		$444K Sell
3,026
-27
-0.9% -$3.83K 0.13% 124
2016
Q4 		$409K Buy
3,053
+21
+0.7% +$2.71K 0.14% 124
2016
Q3 		$390K Buy
3,032
+23
+0.8% +$3.06K 0.13% 122
2016
Q2 		$384K Buy
3,009
+200
+7% +$26.4K 0.16% 113
2016
Q1 		$375K Buy
+2,809
New +$350K 0.23% 108

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

BerganKDV Wealth Management's HD Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Home Depot (HD) stake by 5.8% in Q2 2023, selling an estimated $96.9K and leaving 5,322 shares worth $1.65M. The position accounts for 0.17% of the portfolio, ranked #99.

BerganKDV Wealth Management first reported a position in HD in Q1 2016 and has held it in 30 quarters since. The position peaked at $2.48M in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • BerganKDV Wealth Management held 5,322 shares of Home Depot worth $1.65M as of Q2 2023.
  • BerganKDV Wealth Management sold 328 Home Depot shares in Q2 2023, an estimated $96.9K.
  • Home Depot made up 0.17% of BerganKDV Wealth Management's portfolio in Q2 2023, its #99 holding.
  • BerganKDV Wealth Management first reported a position in Home Depot in Q1 2016 and has held it in 30 quarters since.
  • BerganKDV Wealth Management's Home Depot position peaked at $2.48M in Q4 2021.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.