Heritage Wealth Management (Arizona)’s Home Depot HD Stock Holding History

Heritage Wealth Management (Arizona)’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
2024 Q2	$1.75M	Sell	5,097 -244	-5%	-$83.2K	0.97%	23
2024 Q1	$2.05M	Buy	5,341 +2,314	+76%	+$845K	1.04%	20
2023 Q4	$1.05M	Buy	+3,027	New	+$937K	0.57%	39
2022 Q4	$3.51M	Buy	11,114 +5,933	+115%	+$1.81M	0.5%	39
2022 Q3	$1.43M	Buy	5,181 +211	+4%	+$62.3K	0.46%	44
2022 Q2	$1.36M	Sell	4,970 -88	-2%	-$26K	0.45%	45
2022 Q1	$1.51M	Buy	+5,058	New	+$1.75M	0.41%	49
2021 Q3	$1.28M	Buy	3,895 +481	+14%	+$158K	0.45%	44
2021 Q2	$1.09M	Sell	3,414 -45	-1%	-$14.3K	0.41%	53
2021 Q1	$1.06M	Buy	+3,459	New	+$953K	0.59%	41

Other funds holding HD

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HD Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Home Depot (HD) stake by 4.6% in Q2 2024, selling an estimated $83.2K and leaving 5,097 shares worth $1.75M. The position accounts for 0.97% of the portfolio, ranked #23.

Heritage Wealth Management (Arizona) first reported a position in HD in Q1 2021 and has held it in 10 quarters since. The position peaked at $3.51M in Q4 2022. 3,641 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Heritage Wealth Management (Arizona) held 5,097 shares of Home Depot worth $1.75M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 244 Home Depot shares in Q2 2024, an estimated $83.2K.
Home Depot made up 0.97% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #23 holding.
Heritage Wealth Management (Arizona) first reported a position in Home Depot in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Home Depot position peaked at $3.51M in Q4 2022.
3,641 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.