IAM Advisory’s Home Depot HD Stock Holding History

IAM Advisory’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	–	Sell	-1,336	Closed	-$513K	–	109
2024 Q1	$513K	Buy	1,336 +49	+4%	+$17.9K	0.14%	72
2023 Q4	$446K	Buy	1,287 +16	+1%	+$4.96K	0.14%	68
2023 Q3	$384K	Buy	1,271 +22	+2%	+$7.08K	0.13%	69
2023 Q2	$388K	Buy	1,249 +9	+0.7%	+$2.66K	0.13%	68
2023 Q1	$366K	Buy	1,240 +7	+0.6%	+$2.15K	0.13%	73
2022 Q4	$389K	Buy	+1,233	New	+$376K	0.14%	68

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 $3.38T AUM 44.17% 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

IAM Advisory's HD Position: Q2 2024 in Review

IAM Advisory sold out of Home Depot (HD) in Q2 2024, closing a stake of 1,336 shares — an estimated $513K sold.

IAM Advisory first reported a position in HD in Q4 2022 and held it in 6 quarters. The position peaked at $513K in Q1 2024. 3,643 funds tracked by Wall St. Rank hold HD as of Q2 2024.

IAM Advisory reported no remaining Home Depot position as of Q2 2024 after selling out during the quarter.
IAM Advisory sold 1,336 Home Depot shares in Q2 2024, an estimated $513K.
IAM Advisory first reported a position in Home Depot in Q4 2022 and held it in 6 quarters.
IAM Advisory's Home Depot position peaked at $513K in Q1 2024.
3,643 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on IAM Advisory's 13F filing for Q2 2024, filed 12 Jul 2024.