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KCS Wealth Advisory’s Home Depot HD Stock Holding History

KCS Wealth 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
2023
Q3 		$456K Buy
1,509
+118
+8% +$37.9K 0.19% 97
2023
Q2 		$432K Hold
1,391
– – 0.15% 108
2023
Q1 		$411K Sell
1,391
-59
-4% -$18.1K 0.16% 107
2022
Q4 		$458K Buy
1,450
+1
+0.1% +$305 0.19% 106
2022
Q3 		$400K Sell
1,449
-396
-21% -$117K 0.18% 110
2022
Q2 		$506K Hold
1,845
– – 0.23% 99
2022
Q1 		$552K Sell
1,845
-8
-0.4% -$2.77K 0.26% 96
2021
Q4 		$769K Sell
1,853
-64
-3% -$24.4K 0.31% 93
2021
Q3 		$629K Sell
1,917
-97
-5% -$31.8K 0.3% 87
2021
Q2 		$642K Sell
2,014
-83
-4% -$26.4K 0.3% 92
2021
Q1 		$640K Sell
2,097
-32
-2% -$8.82K 0.33% 89
2020
Q4 		$565K Sell
2,129
-19
-0.9% -$5.22K 0.37% 90
2020
Q3 		$596K Sell
2,148
-277
-11% -$75K 0.48% 79
2020
Q2 		$607K Buy
2,425
+22
+0.9% +$5.04K 0.5% 76
2020
Q1 		$449K Sell
2,403
-214
-8% -$47K 0.46% 90
2019
Q4 		$571K Buy
2,617
+94
+4% +$21.3K 0.43% 98
2019
Q3 		$585K Sell
2,523
-159
-6% -$34.8K 0.4% 89
2019
Q2 		$558K Buy
2,682
+44
+2% +$8.78K 0.44% 93
2019
Q1 		$506K Sell
2,638
-333
-11% -$61.1K 0.44% 97
2018
Q4 		$510K Sell
2,971
-346
-10% -$62K 0.54% 87
2018
Q3 		$687K Sell
3,317
-82
-2% -$16.5K 0.64% 66
2018
Q2 		$663K Sell
3,399
-87
-2% -$16.3K 0.62% 68
2018
Q1 		$621K Sell
3,486
-148
-4% -$27.8K 0.56% 73
2017
Q4 		$689K Buy
+3,634
New +$627K 0.67% 50

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

KCS Wealth Advisory's HD Position: Q3 2023 in Review

KCS Wealth Advisory increased its Home Depot (HD) stake by 8.5% in Q3 2023, buying an estimated $37.9K and bringing the position to 1,509 shares worth $456K. The position accounts for 0.19% of the portfolio, ranked #97.

KCS Wealth Advisory first reported a position in HD in Q4 2017 and has held it in 24 quarters since. The position peaked at $769K in Q4 2021. 3,338 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • KCS Wealth Advisory held 1,509 shares of Home Depot worth $456K as of Q3 2023.
  • KCS Wealth Advisory bought 118 Home Depot shares in Q3 2023, an estimated $37.9K.
  • Home Depot made up 0.19% of KCS Wealth Advisory's portfolio in Q3 2023, its #97 holding.
  • KCS Wealth Advisory first reported a position in Home Depot in Q4 2017 and has held it in 24 quarters since.
  • KCS Wealth Advisory's Home Depot position peaked at $769K in Q4 2021.
  • 3,338 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.