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Milestone Wealth’s Home Depot HD Stock Holding History

Milestone 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
2022
Q3 		$75K Hold
270
– – 0.08% 84
2022
Q2 		$74K Sell
270
-81
-23% -$23.9K 0.08% 90
2022
Q1 		$146K Hold
351
– – 0.12% 71
2021
Q4 		$146K Buy
+351
New +$134K 0.12% 71

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Milestone Wealth's HD Position: Q3 2022 in Review

Milestone Wealth held its Home Depot (HD) position steady in Q3 2022 at 270 shares worth $75K. The position accounts for 0.08% of the portfolio, ranked #84.

Milestone Wealth first reported a position in HD in Q4 2021 and has held it in 4 quarters since. The position peaked at $146K in Q1 2022. 3,202 funds tracked by Wall St. Rank hold HD as of Q3 2022.

  • Milestone Wealth held 270 shares of Home Depot worth $75K as of Q3 2022.
  • Milestone Wealth left its Home Depot share count unchanged in Q3 2022.
  • Home Depot made up 0.08% of Milestone Wealth's portfolio in Q3 2022, its #84 holding.
  • Milestone Wealth first reported a position in Home Depot in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Home Depot position peaked at $146K in Q1 2022.
  • 3,202 funds tracked by Wall St. Rank held Home Depot as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.