JAWM
HD icon

J. Arnold Wealth Management’s Home Depot HD Stock Holding History

J. Arnold 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
Q4 		$347K Sell
1,000
-825
-45% -$255K 0.12% 28
2023
Q3 		$551K Sell
1,825
-53
-3% -$17K 0.22% 21
2023
Q2 		$583K Sell
1,878
-1,078
-36% -$318K 0.25% 10
2023
Q1 		$872K Buy
2,956
+735
+33% +$225K 0.43% 17
2022
Q4 		$701K Buy
2,221
+699
+46% +$213K 0.35% 23
2022
Q3 		$420K Sell
1,522
-64,746
-98% -$19.1M 0.24% 22
2022
Q2 		$18.2M Buy
+66,268
New +$19.6M 13.87% 3

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

J. Arnold Wealth Management's HD Position: Q4 2023 in Review

J. Arnold Wealth Management reduced its Home Depot (HD) stake by 45% in Q4 2023, selling an estimated $255K and leaving 1,000 shares worth $347K. The position accounts for 0.12% of the portfolio, ranked #28.

J. Arnold Wealth Management first reported a position in HD in Q2 2022 and has held it in 7 quarters since. The position peaked at $18.2M in Q2 2022. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • J. Arnold Wealth Management held 1,000 shares of Home Depot worth $347K as of Q4 2023.
  • J. Arnold Wealth Management sold 825 Home Depot shares in Q4 2023, an estimated $255K.
  • Home Depot made up 0.12% of J. Arnold Wealth Management's portfolio in Q4 2023, its #28 holding.
  • J. Arnold Wealth Management first reported a position in Home Depot in Q2 2022 and has held it in 7 quarters since.
  • J. Arnold Wealth Management's Home Depot position peaked at $18.2M in Q2 2022.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on J. Arnold Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.