Levy Wealth Management Group’s Home Depot HD Stock Holding History

Levy Wealth Management Group’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	$459K	Buy	1,334 +257	+24%	+$87.7K	0.12%	63
2024 Q1	$373K	Hold	1,077	–	–	0.1%	69
2023 Q4	$373K	Buy	1,077 +6	+0.6%	+$1.86K	0.1%	69
2023 Q3	$324K	Buy	1,071 +22	+2%	+$7.08K	0.1%	75
2023 Q2	$326K	Buy	1,049 +6	+0.6%	+$1.77K	0.1%	77
2023 Q1	$308K	Buy	1,043 +6	+0.6%	+$1.84K	0.09%	79
2022 Q4	$328K	Buy	1,037 +6	+0.6%	+$1.83K	0.11%	66
2022 Q3	$285K	Buy	1,031 +152	+17%	+$44.9K	0.12%	63
2022 Q2	$241K	Buy	879 +9	+1%	+$2.66K	0.11%	60
2022 Q1	$260K	Sell	870 -139	-14%	-$48.2K	0.11%	60
2021 Q4	$419K	Buy	1,009 +3	+0.3%	+$1.14K	0.19%	45
2021 Q3	$330K	Buy	1,006 +4	+0.4%	+$1.31K	0.18%	49
2021 Q2	$320K	Buy	1,002 +262	+35%	+$83.3K	0.18%	49
2021 Q1	$226K	Buy	+740	New	+$204K	0.15%	58

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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