PRW Wealth Management’s Home Depot HD Stock Holding History

PRW 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	$717K	Sell	2,548 -35	-1%	-$11.3K	0.27%	40
2023 Q2	$816K	Buy	2,583 +13	+0.5%	+$3.84K	0.28%	26
2023 Q1	$772K	Hold	2,570	–	–	0.3%	42
2022 Q4	$812K	Hold	2,570	–	–	0.35%	25
2022 Q3	$710K	Buy	2,570 +721	+39%	+$213K	0.34%	34
2022 Q2	$507K	Sell	1,849 -5	-0.3%	-$1.48K	0.3%	40
2022 Q1	$555K	Buy	1,854 +219	+13%	+$76K	0.25%	52
2021 Q4	$679K	Hold	1,635	–	–	0.32%	42
2021 Q3	$537K	Sell	1,635 -1,794	-52%	-$589K	0.27%	46
2021 Q2	$1.09M	Buy	3,429 +1,829	+114%	+$582K	0.32%	88
2021 Q1	$488K	Sell	1,600 -134	-8%	-$36.9K	0.24%	52
2020 Q4	$461K	Hold	1,734	–	–	0.26%	51
2020 Q3	$482K	Sell	1,734 -92	-5%	-$24.9K	0.34%	44
2020 Q2	$457K	Buy	1,826 +476	+35%	+$109K	0.36%	43
2020 Q1	$252K	Buy	+1,350	New	+$296K	0.31%	49
2019 Q3	–	Sell	-1,461	Closed	-$304K	–	45
2019 Q2	$304K	Sell	1,461 -70	-5%	-$14K	0.34%	43
2019 Q1	$296K	Sell	1,531 -19	-1%	-$3.48K	0.28%	43
2018 Q4	$266K	Buy	+1,550	New	+$278K	0.33%	45

Other funds holding HD

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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