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Laurel Wealth Planning’s Home Depot HD Stock Holding History

Laurel Wealth Planning’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
Q1 		– Sell
-45
Closed -$14.2K – 112
2022
Q4 		$14.2K Hold
45
– – 0.01% 143
2022
Q3 		$12K Sell
45
-9
-17% -$2.66K 0.01% 153
2022
Q2 		$15K Buy
54
+9
+20% +$2.66K 0.01% 147
2022
Q1 		$13K Sell
45
-45
-50% -$15.6K 0.01% 179
2021
Q4 		$37K Hold
90
– – 0.03% 95
2021
Q3 		$30K Hold
90
– – 0.02% 100
2021
Q2 		$29K Sell
90
-42
-32% -$13.4K 0.03% 75
2021
Q1 		$40K Hold
132
– – 0.04% 69
2020
Q4 		$35K Buy
+132
New +$36.3K 0.03% 65

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Laurel Wealth Planning's HD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Home Depot (HD) in Q1 2023, closing a stake of 45 shares — an estimated $14.2K sold.

Laurel Wealth Planning first reported a position in HD in Q4 2020 and held it in 9 quarters. The position peaked at $40K in Q1 2021. 3,289 funds tracked by Wall St. Rank hold HD as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Home Depot position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 45 Home Depot shares in Q1 2023, an estimated $14.2K.
  • Laurel Wealth Planning first reported a position in Home Depot in Q4 2020 and held it in 9 quarters.
  • Laurel Wealth Planning's Home Depot position peaked at $40K in Q1 2021.
  • 3,289 funds tracked by Wall St. Rank held Home Depot as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.