Harvest Group Wealth Management’s Home Depot HD Stock Holding History

Harvest Group 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 Q1	$42.8K	Sell	145 -20	-12%	-$6.13K	0.03%	67
2022 Q4	$52.1K	Hold	165	–	–	0.03%	63
2022 Q3	$45K	Sell	165 -24	-13%	-$7.08K	0.03%	67
2022 Q2	$57K	Hold	189	–	–	0.04%	69
2022 Q1	$57K	Sell	189 -5	-3%	-$1.73K	0.03%	55
2021 Q4	$81K	Sell	194 -25	-11%	-$9.52K	0.05%	39
2021 Q3	$72K	Sell	219 -5	-2%	-$1.64K	0.04%	38
2021 Q2	$71K	Buy	+224	New	+$71.2K	0.04%	34
2021 Q1	–	Sell	-501	Closed	-$133K	–	308
2020 Q4	$133K	Sell	501 -10	-2%	-$2.75K	0.08%	56
2020 Q3	$142K	Buy	511 +14	+3%	+$3.79K	0.1%	50
2020 Q2	$124K	Buy	497 +29	+6%	+$6.64K	0.1%	46
2020 Q1	$87K	Buy	468 +1	+0.2%	+$220	0.09%	63
2019 Q4	$102K	Buy	467 +1	+0.2%	+$226	0.09%	56
2019 Q3	$108K	Buy	466 +11	+2%	+$2.4K	0.13%	50
2019 Q2	$94K	Sell	455 -113	-20%	-$22.5K	0.12%	47
2019 Q1	$109K	Buy	+568	New	+$104K	0.1%	55

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return