Meredith Wealth Planning’s Home Depot HD Stock Holding History

Meredith Wealth Planning’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	–	Sell	-743	Closed	-$225K	–	47
2023 Q3	$225K	Buy	743 +49	+7%	+$15.8K	0.17%	38
2023 Q2	$216K	Sell	694 -62	-8%	-$18.3K	0.18%	37
2023 Q1	$223K	Sell	756 -52	-6%	-$15.9K	0.18%	54
2022 Q4	$255K	Buy	+808	New	+$246K	0.22%	44

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Meredith Wealth Planning's HD Position: Q4 2023 in Review

Meredith Wealth Planning sold out of Home Depot (HD) in Q4 2023, closing a stake of 743 shares — an estimated $225K sold.

Meredith Wealth Planning first reported a position in HD in Q4 2022 and held it in 4 quarters. The position peaked at $255K in Q4 2022. 3,587 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Meredith Wealth Planning reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
Meredith Wealth Planning sold 743 Home Depot shares in Q4 2023, an estimated $225K.
Meredith Wealth Planning first reported a position in Home Depot in Q4 2022 and held it in 4 quarters.
Meredith Wealth Planning's Home Depot position peaked at $255K in Q4 2022.
3,587 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Meredith Wealth Planning's 13F filing for Q4 2023, filed 25 Jan 2024.