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Doyle Wealth Management’s Home Depot HD Stock Holding History

Doyle 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 		$6.78M Sell
24,586
-206
-0.8% -$60.8K 0.58% 57
2022
Q2 		$6.8M Buy
24,792
+1,046
+4% +$309K 0.55% 59
2022
Q1 		$7.11M Buy
23,746
+515
+2% +$179K 0.51% 59
2021
Q4 		$9.64M Buy
23,231
+495
+2% +$188K 0.69% 55
2021
Q3 		$7.46M Buy
22,736
+3,970
+21% +$1.3M 0.59% 60
2021
Q2 		$5.98M Buy
18,766
+1,126
+6% +$358K 0.5% 60
2021
Q1 		$5.38M Buy
17,640
+5,777
+49% +$1.59M 0.52% 56
2020
Q4 		$3.15M Buy
11,863
+166
+1% +$45.6K 0.32% 63
2020
Q3 		$3.25M Buy
11,697
+592
+5% +$160K 0.38% 58
2020
Q2 		$2.78M Sell
11,105
-338
-3% -$77.4K 0.37% 54
2020
Q1 		$2.14M Buy
11,443
+14
+0.1% +$3.07K 0.34% 52
2019
Q4 		$2.5M Sell
11,429
-1,080
-9% -$245K 0.31% 56
2019
Q3 		$2.9M Buy
12,509
+2,245
+22% +$491K 0.4% 50
2019
Q2 		$2.13M Buy
10,264
+26
+0.3% +$5.19K 0.3% 54
2019
Q1 		$1.99M Sell
10,238
-4,567
-31% -$838K 0.29% 55
2018
Q4 		$2.54M Buy
14,805
+5,088
+52% +$912K 0.43% 46
2018
Q3 		$2.01M Sell
9,717
-450
-4% -$90.6K 0.31% 52
2018
Q2 		$1.98M Sell
10,167
-340
-3% -$63.5K 0.33% 54
2018
Q1 		$1.87M Buy
10,507
+33
+0.3% +$6.19K 0.32% 58
2017
Q4 		$1.99M Sell
10,474
-163
-2% -$28.1K 0.34% 54
2017
Q3 		$1.74M Buy
10,637
+506
+5% +$77.6K 0.3% 55
2017
Q2 		$1.55M Buy
10,131
+1,321
+15% +$203K 0.29% 54
2017
Q1 		$1.29M Buy
+8,810
New +$1.25M 0.26% 55

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
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

Doyle Wealth Management's HD Position: Q3 2022 in Review

Doyle Wealth Management reduced its Home Depot (HD) stake by 0.83% in Q3 2022, selling an estimated $60.8K and leaving 24,586 shares worth $6.78M. The position accounts for 0.58% of the portfolio, ranked #57.

Doyle Wealth Management first reported a position in HD in Q1 2017 and has held it in 23 quarters since. The position peaked at $9.64M in Q4 2021. 3,200 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Doyle Wealth Management held 24,586 shares of Home Depot worth $6.78M as of Q3 2022.
  • Doyle Wealth Management sold 206 Home Depot shares in Q3 2022, an estimated $60.8K.
  • Home Depot made up 0.58% of Doyle Wealth Management's portfolio in Q3 2022, its #57 holding.
  • Doyle Wealth Management first reported a position in Home Depot in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Home Depot position peaked at $9.64M in Q4 2021.
  • 3,200 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.