MGO Private Wealth’s Home Depot HD Stock Holding History

MGO Private Wealth’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 Q3	–	Sell	-1,529	Closed	-$526K	–	66
2024 Q2	$526K	Hold	1,529	–	–	0.33%	45
2024 Q1	$587K	Hold	1,529	–	–	0.37%	43
2023 Q4	$530K	Hold	1,529	–	–	0.36%	39
2023 Q3	$462K	Buy	1,529 +108	+8%	+$34.7K	0.34%	43
2023 Q2	$441K	Sell	1,421 -8	-0.6%	-$2.36K	0.33%	45
2023 Q1	$422K	Sell	1,429 -37	-3%	-$11.3K	0.33%	49
2022 Q4	$463K	Sell	1,466 -688	-32%	-$210K	0.21%	75
2022 Q3	$594K	Buy	+2,154	New	+$636K	0.28%	62

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

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

Norges Bank Oslo, Norway $935B AUM

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

MGO Private Wealth's HD Position: Q3 2024 in Review

MGO Private Wealth sold out of Home Depot (HD) in Q3 2024, closing a stake of 1,529 shares — an estimated $526K sold.

MGO Private Wealth first reported a position in HD in Q3 2022 and held it in 8 quarters. The position peaked at $594K in Q3 2022. 3,737 funds tracked by Wall St. Rank hold HD as of Q3 2024.

MGO Private Wealth reported no remaining Home Depot position as of Q3 2024 after selling out during the quarter.
MGO Private Wealth sold 1,529 Home Depot shares in Q3 2024, an estimated $526K.
MGO Private Wealth first reported a position in Home Depot in Q3 2022 and held it in 8 quarters.
MGO Private Wealth's Home Depot position peaked at $594K in Q3 2022.
3,737 funds tracked by Wall St. Rank held Home Depot as of Q3 2024.

Based on MGO Private Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.