Treasure Coast Financial Planning’s Home Depot HD Stock Holding History

Treasure Coast Financial Planning’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	–	Sell	-1,015	Closed	-$300K	–	39
2023 Q1	$300K	Hold	1,015	–	–	0.21%	30
2022 Q4	$321K	Hold	1,015	–	–	0.24%	29
2022 Q3	$280K	Hold	1,015	–	–	0.22%	26
2022 Q2	$278K	Hold	1,015	–	–	0.22%	27
2022 Q1	$304K	Hold	1,015	–	–	0.23%	28
2021 Q4	$421K	Buy	+1,015	New	+$386K	0.33%	25

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

Treasure Coast Financial Planning's HD Position: Q2 2023 in Review

Treasure Coast Financial Planning sold out of Home Depot (HD) in Q2 2023, closing a stake of 1,015 shares — an estimated $300K sold.

Treasure Coast Financial Planning first reported a position in HD in Q4 2021 and held it in 6 quarters. The position peaked at $421K in Q4 2021. 3,310 funds tracked by Wall St. Rank hold HD as of Q2 2023.

Treasure Coast Financial Planning reported no remaining Home Depot position as of Q2 2023 after selling out during the quarter.
Treasure Coast Financial Planning sold 1,015 Home Depot shares in Q2 2023, an estimated $300K.
Treasure Coast Financial Planning first reported a position in Home Depot in Q4 2021 and held it in 6 quarters.
Treasure Coast Financial Planning's Home Depot position peaked at $421K in Q4 2021.
3,310 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Treasure Coast Financial Planning's 13F filing for Q2 2023, filed 21 Jul 2023.