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Laurel Wealth Advisors (California)’s Home Depot HD Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$7.88M Buy
24,959
+91
+0.4% +$27.7K 0.78% 27
2022
Q3 		$6.86M Sell
24,868
-1,152
-4% -$340K 0.73% 26
2022
Q2 		$7.14M Sell
26,020
-4,297
-14% -$1.27M 0.73% 26
2022
Q1 		$9.07M Sell
30,317
-984
-3% -$341K 0.75% 25
2021
Q4 		$13M Buy
31,301
+5,150
+20% +$1.96M 1% 11
2021
Q3 		$8.58M Buy
26,151
+599
+2% +$197K 1.58% 7
2021
Q2 		$8.15M Buy
25,552
+321
+1% +$102K 1.06% 14
2021
Q1 		$7.7M Sell
25,231
-1,952
-7% -$538K 1.17% 13
2020
Q4 		$7.22M Sell
27,183
-1,552
-5% -$427K 1.06% 15
2020
Q3 		$7.98M Sell
28,735
-590
-2% -$160K 1.32% 13
2020
Q2 		$7.35M Sell
29,325
-406
-1% -$92.9K 1.34% 10
2020
Q1 		$5.55M Buy
29,731
+4,696
+19% +$1.03M 1.28% 11
2019
Q4 		$5.47M Sell
25,035
-2,410
-9% -$546K 0.92% 19
2019
Q3 		$6.37M Buy
27,445
+3,047
+12% +$666K 1.09% 11
2019
Q2 		$5.07M Buy
24,398
+414
+2% +$82.6K 1.11% 17
2019
Q1 		$4.6M Buy
23,984
+1,257
+6% +$231K 1.13% 15
2018
Q4 		$3.9M Buy
22,727
+763
+3% +$137K 1.15% 16
2018
Q3 		$4.55M Buy
21,964
+1,866
+9% +$376K 1.12% 15
2018
Q2 		$3.92M Buy
20,098
+4,217
+27% +$788K 1.05% 19
2018
Q1 		$2.83M Sell
15,881
-930
-6% -$174K 0.88% 22
2017
Q4 		$3.19M Buy
16,811
+8,279
+97% +$1.43M 0.92% 21
2017
Q3 		$1.4M Buy
8,532
+1,400
+20% +$215K 0.47% 64
2017
Q2 		$1.09M Sell
7,132
-380
-5% -$58.3K 0.39% 78
2017
Q1 		$1.1M Buy
7,512
+1,001
+15% +$142K 0.43% 72
2016
Q4 		$872K Buy
6,511
+345
+6% +$44.5K 0.39% 74
2016
Q3 		$793K Sell
6,166
-224
-4% -$29.9K 0.38% 75
2016
Q2 		$816K Buy
6,390
+251
+4% +$33.2K 0.39% 69
2016
Q1 		$819K Sell
6,139
-102
-2% -$12.7K 0.41% 68
2015
Q4 		$825K Buy
+6,241
New +$794K 0.43% 66

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Home Depot (HD) stake by 0.37% in Q4 2022, buying an estimated $27.7K and bringing the position to 24,959 shares worth $7.88M. The position accounts for 0.78% of the portfolio, ranked #27.

Laurel Wealth Advisors (California) first reported a position in HD in Q4 2015 and has held it in 29 quarters since. The position peaked at $13M in Q4 2021. 3,332 funds tracked by Wall St. Rank hold HD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 24,959 shares of Home Depot worth $7.88M as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 91 Home Depot shares in Q4 2022, an estimated $27.7K.
  • Home Depot made up 0.78% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #27 holding.
  • Laurel Wealth Advisors (California) first reported a position in Home Depot in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Home Depot position peaked at $13M in Q4 2021.
  • 3,332 funds tracked by Wall St. Rank held Home Depot as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.