JWM
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Janiczek Wealth Management’s Home Depot HD Stock Holding History

Janiczek 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 		$662K Sell
1,924
-28
-1% -$9.55K 0.14% 65
2024
Q1 		$749K Buy
1,952
+44
+2% +$16.1K 0.16% 62
2023
Q4 		$661K Buy
1,908
+17
+0.9% +$5.26K 0.16% 54
2023
Q3 		$571K Buy
1,891
+171
+10% +$55K 0.15% 55
2023
Q2 		$534K Buy
1,720
+37
+2% +$10.9K 0.15% 50
2023
Q1 		$492K Sell
1,683
-184
-10% -$56.4K 0.14% 49
2022
Q4 		$616K Buy
1,867
+1,277
+216% +$389K 0.17% 44
2022
Q3 		$167K Buy
590
+130
+28% +$38.4K 0.05% 122
2022
Q2 		$138K Sell
460
-284
-38% -$83.8K 0.04% 153
2022
Q1 		$222K Buy
744
+63
+9% +$21.9K 0.06% 103
2021
Q4 		$282K Buy
681
+131
+24% +$49.9K 0.08% 82
2021
Q3 		$181K Buy
550
+168
+44% +$55.2K 0.06% 101
2021
Q2 		$122K Buy
382
+72
+23% +$22.9K 0.04% 125
2021
Q1 		$95K Buy
310
+91
+42% +$25.1K 0.04% 144
2020
Q4 		$58K Buy
219
+35
+19% +$9.62K 0.03% 175
2020
Q3 		$51K Buy
184
+123
+202% +$33.3K 0.03% 97
2020
Q2 		$15K Buy
61
+41
+205% +$9.38K 0.01% 128
2020
Q1 		$4K Sell
20
-24
-55% -$5.27K ﹤0.01% 125
2019
Q4 		$10K Buy
+44
New +$9.96K ﹤0.01% 110

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
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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Janiczek Wealth Management's HD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Home Depot (HD) stake by 1.4% in Q2 2024, selling an estimated $9.55K and leaving 1,924 shares worth $662K. The position accounts for 0.14% of the portfolio, ranked #65.

Janiczek Wealth Management first reported a position in HD in Q4 2019 and has held it in 19 quarters since. The position peaked at $749K in Q1 2024. 3,633 funds tracked by Wall St. Rank hold HD as of Q2 2024.

  • Janiczek Wealth Management held 1,924 shares of Home Depot worth $662K as of Q2 2024.
  • Janiczek Wealth Management sold 28 Home Depot shares in Q2 2024, an estimated $9.55K.
  • Home Depot made up 0.14% of Janiczek Wealth Management's portfolio in Q2 2024, its #65 holding.
  • Janiczek Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 19 quarters since.
  • Janiczek Wealth Management's Home Depot position peaked at $749K in Q1 2024.
  • 3,633 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.