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

ICA 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
2024 Q2	$133K	Sell	385 -2,199	-85%	-$750K	0.08%	145
2024 Q1	$991K	Buy	2,584 +795	+44%	+$290K	0.2%	99
2023 Q4	$620K	Buy	1,789 +17	+1%	+$5.26K	0.14%	134
2023 Q3	$535K	Buy	1,772 +6	+0.3%	+$1.93K	0.15%	126
2023 Q2	$549K	Sell	1,766 -2,445	-58%	-$722K	0.14%	127
2023 Q1	$1.24M	Sell	4,211 -128	-3%	-$39.2K	0.3%	81
2022 Q4	$1.37M	Sell	4,339 -2,987	-41%	-$910K	0.32%	78
2022 Q3	$2.02M	Buy	7,326 +54	+0.7%	+$15.9K	0.43%	57
2022 Q2	$2.34M	Buy	7,272 +320	+5%	+$94.5K	0.44%	56
2022 Q1	$2.11M	Buy	+6,952	New	+$2.41M	0.4%	60

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

ICA Group Wealth Management's HD Position: Q2 2024 in Review

ICA Group Wealth Management reduced its Home Depot (HD) stake by 85% in Q2 2024, selling an estimated $750K and leaving 385 shares worth $133K. The position accounts for 0.08% of the portfolio, ranked #145.

ICA Group Wealth Management first reported a position in HD in Q1 2022 and has held it in 10 quarters since. The position peaked at $2.34M in Q2 2022. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

ICA Group Wealth Management held 385 shares of Home Depot worth $133K as of Q2 2024.
ICA Group Wealth Management sold 2,199 Home Depot shares in Q2 2024, an estimated $750K.
Home Depot made up 0.08% of ICA Group Wealth Management's portfolio in Q2 2024, its #145 holding.
ICA Group Wealth Management first reported a position in Home Depot in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's Home Depot position peaked at $2.34M in Q2 2022.
3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.