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 $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Levy Wealth Management Group's HD Position: Q2 2024 in Review

Levy Wealth Management Group increased its Home Depot (HD) stake by 24% in Q2 2024, buying an estimated $87.7K and bringing the position to 1,334 shares worth $459K. The position accounts for 0.12% of the portfolio, ranked #63.

Levy Wealth Management Group first reported a position in HD in Q1 2021 and has held it in 14 quarters since. 3,641 funds tracked by Wall St. Rank hold HD as of Q2 2024.

Levy Wealth Management Group held 1,334 shares of Home Depot worth $459K as of Q2 2024.
Levy Wealth Management Group bought 257 Home Depot shares in Q2 2024, an estimated $87.7K.
Home Depot made up 0.12% of Levy Wealth Management Group's portfolio in Q2 2024, its #63 holding.
Levy Wealth Management Group first reported a position in Home Depot in Q1 2021 and has held it in 14 quarters since.
3,641 funds tracked by Wall St. Rank held Home Depot as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.