Loveless Wealth Management’s Home Depot HD Stock Holding History

Loveless 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
2022 Q2	$1.22M	Hold	4,445	–	–	0.8%	46
2022 Q1	$1.33M	Sell	4,445 -30	-0.7%	-$10.4K	0.75%	48
2021 Q4	$1.86M	Sell	4,475 -15	-0.3%	-$5.71K	1.02%	37
2021 Q3	$1.47M	Buy	4,490 +40	+0.9%	+$13.1K	0.9%	39
2021 Q2	$1.42M	Buy	4,450 +160	+4%	+$50.9K	0.86%	41
2021 Q1	$1.31M	Buy	4,290 +110	+3%	+$30.3K	0.86%	40
2020 Q4	$1.11M	Sell	4,180 -156	-4%	-$42.9K	0.82%	46
2020 Q3	$1.2M	Buy	4,336 +1	+0%	+$271	1.02%	38
2020 Q2	$1.09M	Buy	4,335 +90	+2%	+$20.6K	1.01%	35
2020 Q1	$793K	Hold	4,245	–	–	0.93%	40
2019 Q4	$929K	Buy	+4,245	New	+$961K	0.8%	48

Other funds holding HD

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loveless Wealth Management's HD Position: Q2 2022 in Review

Loveless Wealth Management held its Home Depot (HD) position steady in Q2 2022 at 4,445 shares worth $1.22M. The position accounts for 0.8% of the portfolio, ranked #46.

Loveless Wealth Management first reported a position in HD in Q4 2019 and has held it in 11 quarters since. The position peaked at $1.86M in Q4 2021. 3,191 funds tracked by Wall St. Rank hold HD as of Q2 2022.

Loveless Wealth Management held 4,445 shares of Home Depot worth $1.22M as of Q2 2022.
Loveless Wealth Management left its Home Depot share count unchanged in Q2 2022.
Home Depot made up 0.8% of Loveless Wealth Management's portfolio in Q2 2022, its #46 holding.
Loveless Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 11 quarters since.
Loveless Wealth Management's Home Depot position peaked at $1.86M in Q4 2021.
3,191 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on Loveless Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.