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BMS Financial Advisors’s Home Depot HD Stock Holding History

BMS Financial 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 		$574K Sell
1,847
-781
-30% -$231K 0.37% 44
2023
Q1 		$776K Buy
2,628
+169
+7% +$51.8K 0.54% 33
2022
Q4 		$777K Sell
2,459
-241
-9% -$73.4K 0.52% 30
2022
Q3 		$745K Sell
2,700
-53
-2% -$15.6K 0.52% 33
2022
Q2 		$755K Buy
2,753
+54
+2% +$15.9K 0.49% 29
2022
Q1 		$808K Buy
2,699
+106
+4% +$36.8K 0.51% 32
2021
Q4 		$1.08M Buy
+2,593
New +$987K 0.68% 22

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

BMS Financial Advisors's HD Position: Q2 2023 in Review

BMS Financial Advisors reduced its Home Depot (HD) stake by 30% in Q2 2023, selling an estimated $231K and leaving 1,847 shares worth $574K. The position accounts for 0.37% of the portfolio, ranked #44.

BMS Financial Advisors first reported a position in HD in Q4 2021 and has held it in 7 quarters since. The position peaked at $1.08M in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • BMS Financial Advisors held 1,847 shares of Home Depot worth $574K as of Q2 2023.
  • BMS Financial Advisors sold 781 Home Depot shares in Q2 2023, an estimated $231K.
  • Home Depot made up 0.37% of BMS Financial Advisors's portfolio in Q2 2023, its #44 holding.
  • BMS Financial Advisors first reported a position in Home Depot in Q4 2021 and has held it in 7 quarters since.
  • BMS Financial Advisors's Home Depot position peaked at $1.08M in Q4 2021.
  • 3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on BMS Financial Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.