BWM
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Brickley Wealth Management’s Home Depot HD Stock Holding History

Brickley 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
2022
Q3 		– Sell
-815
Closed -$224K – 42
2022
Q2 		$224K Sell
815
-91
-10% -$26.9K 0.07% 42
2022
Q1 		$271K Buy
906
+15
+2% +$5.2K 0.07% 39
2021
Q4 		$370K Buy
891
+49
+6% +$18.7K 0.08% 35
2021
Q3 		$276K Buy
842
+12
+1% +$3.94K 0.07% 37
2021
Q2 		$265K Buy
830
+43
+5% +$13.7K 0.07% 38
2021
Q1 		$240K Sell
787
-7
-0.9% -$1.93K 0.06% 38
2020
Q4 		$211K Hold
794
– – 0.06% 37
2020
Q3 		$225K Buy
+794
New +$215K 0.06% 35
2018
Q2 		– Sell
-1,261
Closed -$225K – 28
2018
Q1 		$225K Sell
1,261
-49
-4% -$9.19K 0.11% 23
2017
Q4 		$248K Buy
+1,310
New +$226K 0.13% 22

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return