LWM
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Ledge Wealth Management’s Home Depot HD Stock Holding History

Ledge 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 		$2.8M Buy
8,083
+2,090
+35% +$647K 1.09% 22
2023
Q3 		$1.81M Buy
5,993
+571
+11% +$184K 0.81% 39
2023
Q2 		$1.68M Sell
5,422
-812
-13% -$240K 0.8% 37
2023
Q1 		$1.84M Buy
6,234
+342
+6% +$105K 0.87% 39
2022
Q4 		$1.86M Buy
5,892
+2,290
+64% +$698K 0.85% 37
2022
Q3 		$994K Sell
3,602
-814
-18% -$240K 0.61% 42
2022
Q2 		$1.21M Buy
4,416
+767
+21% +$226K 0.74% 42
2022
Q1 		$1.09M Buy
+3,649
New +$1.27M 0.68% 41

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

Ledge Wealth Management's HD Position: Q4 2023 in Review

Ledge Wealth Management increased its Home Depot (HD) stake by 35% in Q4 2023, buying an estimated $647K and bringing the position to 8,083 shares worth $2.8M. The position accounts for 1.09% of the portfolio, ranked #22.

Ledge Wealth Management first reported a position in HD in Q1 2022 and has held it in 8 quarters since. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

  • Ledge Wealth Management held 8,083 shares of Home Depot worth $2.8M as of Q4 2023.
  • Ledge Wealth Management bought 2,090 Home Depot shares in Q4 2023, an estimated $647K.
  • Home Depot made up 1.09% of Ledge Wealth Management's portfolio in Q4 2023, its #22 holding.
  • Ledge Wealth Management first reported a position in Home Depot in Q1 2022 and has held it in 8 quarters since.
  • 3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.