Silicon Hills Wealth Management’s Home Depot HD Stock Holding History

Silicon Hills 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 Q2	$714K	Sell	2,297 -200	-8%	-$59.1K	0.4%	41
2023 Q1	$737K	Sell	2,497 -2	-0.1%	-$613	0.44%	40
2022 Q4	$789K	Sell	2,499 -314	-11%	-$95.7K	0.59%	41
2022 Q3	$776K	Sell	2,813 -2	-0.1%	-$590	0.62%	37
2022 Q2	$772K	Sell	2,815 -550	-16%	-$162K	0.57%	41
2022 Q1	$1.01M	Sell	3,365 -560	-14%	-$194K	0.64%	40
2021 Q4	$1.63M	Sell	3,925 -61	-2%	-$23.2K	1.01%	27
2021 Q3	$1.31M	Buy	3,986 +1,522	+62%	+$500K	0.9%	33
2021 Q2	$786K	Buy	2,464 +40	+2%	+$12.7K	0.61%	48
2021 Q1	$740K	Buy	2,424 +2	+0.1%	+$551	0.67%	46
2020 Q4	$643K	Buy	2,422 +26	+1%	+$7.15K	0.58%	43
2020 Q3	$665K	Hold	2,396	–	–	0.69%	40
2020 Q2	$600K	Hold	2,396	–	–	0.72%	38
2020 Q1	$447K	Buy	2,396 +2,387	+26,522%	+$524K	0.59%	49
2019 Q4	$541	Buy	+9	New	+$2.04K	0.41%	52

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

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

Silicon Hills Wealth Management's HD Position: Q2 2023 in Review

Silicon Hills Wealth Management reduced its Home Depot (HD) stake by 8% in Q2 2023, selling an estimated $59.1K and leaving 2,297 shares worth $714K. The position accounts for 0.4% of the portfolio, ranked #41.

Silicon Hills Wealth Management first reported a position in HD in Q4 2019 and has held it in 15 quarters since. The position peaked at $1.63M in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

Silicon Hills Wealth Management held 2,297 shares of Home Depot worth $714K as of Q2 2023.
Silicon Hills Wealth Management sold 200 Home Depot shares in Q2 2023, an estimated $59.1K.
Home Depot made up 0.4% of Silicon Hills Wealth Management's portfolio in Q2 2023, its #41 holding.
Silicon Hills Wealth Management first reported a position in Home Depot in Q4 2019 and has held it in 15 quarters since.
Silicon Hills Wealth Management's Home Depot position peaked at $1.63M in Q4 2021.
3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Silicon Hills Wealth Management's 13F filing for Q2 2023, filed 14 Aug 2023.