TWMP
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Taylor Wealth Management Partners’s Home Depot HD Stock Holding History

Taylor Wealth Management Partners’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
Q2 		$4.52M Sell
16,469
-1,188
-7% -$351K 2.57% 14
2022
Q1 		$5.29M Sell
17,657
-816
-4% -$283K 2.14% 20
2021
Q4 		$7.67M Buy
18,473
+60
+0.3% +$22.8K 2.7% 13
2021
Q3 		$6.04M Buy
18,413
+884
+5% +$290K 2.16% 17
2021
Q2 		$5.59M Sell
17,529
-299
-2% -$95.1K 1.97% 23
2021
Q1 		$5.44M Sell
17,828
-50
-0.3% -$13.8K 1.99% 21
2020
Q4 		$4.75M Sell
17,878
-29
-0.2% -$7.97K 1.83% 21
2020
Q3 		$4.97M Buy
17,907
+486
+3% +$132K 2.28% 14
2020
Q2 		$4.36M Buy
17,421
+1,235
+8% +$283K 2.22% 20
2020
Q1 		$3.02M Buy
16,186
+1,995
+14% +$438K 1.85% 21
2019
Q4 		$3.1M Buy
+14,191
New +$3.21M 1.43% 28
2019
Q1 		– Sell
-150
Closed -$26K – 77
2018
Q4 		$26K Sell
150
-37
-20% -$6.63K 0.02% 67
2018
Q3 		$39K Buy
187
+24
+15% +$4.83K 0.02% 75
2018
Q2 		$32K Hold
163
– – 0.01% 81
2018
Q1 		$29K Hold
163
– – 0.01% 80
2017
Q4 		$31K Hold
163
– – 0.01% 103
2017
Q3 		$27K Hold
163
– – 0.01% 105
2017
Q2 		$25K Hold
163
– – 0.01% 108
2017
Q1 		$24K Sell
163
-25
-13% -$3.55K 0.01% 111
2016
Q4 		$25K Sell
188
-24
-11% -$3.09K 0.01% 112
2016
Q3 		$27K Hold
212
– – 0.01% 104
2016
Q2 		$27K Buy
212
+13
+7% +$1.72K 0.01% 99
2016
Q1 		$27K Hold
199
– – 0.01% 94
2015
Q4 		$26K Hold
199
– – 0.01% 92
2015
Q3 		$23K Sell
199
-341
-63% -$39.4K 0.01% 94
2015
Q2 		$60K Hold
540
– – 0.02% 87
2015
Q1 		$61K Buy
+540
New +$59.6K 0.02% 76

Other funds holding HD

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
Morgan Stanley
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Taylor Wealth Management Partners's HD Position: Q2 2022 in Review

Taylor Wealth Management Partners reduced its Home Depot (HD) stake by 6.7% in Q2 2022, selling an estimated $351K and leaving 16,469 shares worth $4.52M. The position accounts for 2.57% of the portfolio, ranked #14.

Taylor Wealth Management Partners first reported a position in HD in Q1 2015 and has held it in 27 quarters since. The position peaked at $7.67M in Q4 2021. 3,192 funds tracked by Wall St. Rank hold HD as of Q2 2022.

  • Taylor Wealth Management Partners held 16,469 shares of Home Depot worth $4.52M as of Q2 2022.
  • Taylor Wealth Management Partners sold 1,188 Home Depot shares in Q2 2022, an estimated $351K.
  • Home Depot made up 2.57% of Taylor Wealth Management Partners's portfolio in Q2 2022, its #14 holding.
  • Taylor Wealth Management Partners first reported a position in Home Depot in Q1 2015 and has held it in 27 quarters since.
  • Taylor Wealth Management Partners's Home Depot position peaked at $7.67M in Q4 2021.
  • 3,192 funds tracked by Wall St. Rank held Home Depot as of Q2 2022.

Based on Taylor Wealth Management Partners's 13F filing for Q2 2022, filed 12 Aug 2022.