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Madison Wealth Management’s Home Depot HD Stock Holding History

Madison 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
Q3 		$448K Hold
1,483
– – 0.09% 113
2023
Q2 		$461K Hold
1,483
– – 0.09% 117
2023
Q1 		$438K Sell
1,483
-2
-0.1% -$613 0.09% 118
2022
Q4 		$469K Sell
1,485
-43
-3% -$13.1K 0.11% 116
2022
Q3 		$422K Buy
1,528
+10
+0.7% +$2.95K 0.1% 116
2022
Q2 		$416K Buy
1,518
+45
+3% +$13.3K 0.1% 118
2022
Q1 		$441K Sell
1,473
-67
-4% -$23.2K 0.09% 118
2021
Q4 		$639K Hold
1,540
– – 0.13% 104
2021
Q3 		$506K Sell
1,540
-54
-3% -$17.7K 0.11% 109
2021
Q2 		$508K Buy
1,594
+135
+9% +$42.9K 0.11% 107
2021
Q1 		$445K Hold
1,459
– – 0.11% 108
2020
Q4 		$388K Buy
1,459
+68
+5% +$18.7K 0.1% 111
2020
Q3 		$386K Hold
1,391
– – 0.12% 100
2020
Q2 		$349K Sell
1,391
-300
-18% -$68.7K 0.11% 96
2020
Q1 		$316K Buy
1,691
+300
+22% +$65.9K 0.13% 93
2019
Q4 		$304K Buy
+1,391
New +$315K 0.09% 118

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Madison Wealth Management's HD Position: Q3 2023 in Review

Madison Wealth Management held its Home Depot (HD) position steady in Q3 2023 at 1,483 shares worth $448K. The position accounts for 0.09% of the portfolio, ranked #113.

Madison Wealth Management first reported a position in HD in Q4 2019 and has held it in 16 quarters since. The position peaked at $639K in Q4 2021. 3,339 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Madison Wealth Management held 1,483 shares of Home Depot worth $448K as of Q3 2023.
  • Madison Wealth Management left its Home Depot share count unchanged in Q3 2023.
  • Home Depot made up 0.09% of Madison Wealth Management's portfolio in Q3 2023, its #113 holding.
  • Madison Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 16 quarters since.
  • Madison Wealth Management's Home Depot position peaked at $639K in Q4 2021.
  • 3,339 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Madison Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.