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Swaine & Leidel Wealth Services’s Home Depot HD Stock Holding History

Swaine & Leidel Wealth Services’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
Q1 		$305 Buy
+305
New +$106K 0.23% 53
2021
Q3 		$328K Buy
+999
New +$328K 0.29% 50
2021
Q1 		$305K Sell
1,000
-57
-5% -$15.7K 0.2% 60
2020
Q4 		$281K Buy
1,057
+118
+13% +$32.4K 0.2% 58
2020
Q3 		$261K Buy
939
+78
+9% +$21.1K 0.25% 49
2020
Q2 		$216K Buy
+861
New +$197K 0.22% 47
2020
Q1 		– Sell
-14,974
Closed -$3.27M – 56
2019
Q4 		$3.27M Buy
+14,974
New +$3.39M 2.73% 11
2019
Q1 		– Sell
-8,430
Closed -$1.62M – 52
2018
Q4 		$1.62M Buy
+8,430
New +$1.51M 2.57% 14

Other funds holding HD

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return