Wealth Advisors of Iowa’s Home Depot HD Stock Holding History

Wealth Advisors of Iowa’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 Q4	–	Sell	-1,200	Closed	-$362K	–	60
2023 Q3	$362K	Sell	1,200 -197	-14%	-$63.4K	0.26%	37
2023 Q2	$434K	Buy	1,397 +199	+17%	+$58.8K	0.31%	27
2023 Q1	$354K	Buy	+1,198	New	+$367K	0.28%	35
2022 Q4	–	Sell	-1,228	Closed	-$339K	–	66
2022 Q3	$339K	Sell	1,228 -2,258	-65%	-$667K	0.32%	29
2022 Q2	$981K	Buy	3,486 +2,454	+238%	+$725K	0.17%	43
2022 Q1	$309K	Sell	1,032 -574	-36%	-$199K	0.15%	45
2021 Q4	$666K	Buy	1,606 +576	+56%	+$219K	0.36%	21
2021 Q3	$338K	Hold	1,030	–	–	0.18%	38
2021 Q2	$328K	Buy	1,030 +100	+11%	+$31.8K	0.17%	40
2021 Q1	$284K	Hold	930	–	–	0.16%	43
2020 Q4	$247K	Hold	930	–	–	0.15%	36
2020 Q3	$258K	Buy	+930	New	+$252K	0.18%	28

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Norges Bank Oslo, Norway $935B AUM

Wealth Advisors of Iowa's HD Position: Q4 2023 in Review

Wealth Advisors of Iowa sold out of Home Depot (HD) in Q4 2023, closing a stake of 1,200 shares — an estimated $362K sold.

Wealth Advisors of Iowa first reported a position in HD in Q3 2020 and held it in 12 quarters. The position peaked at $981K in Q2 2022. 3,588 funds tracked by Wall St. Rank hold HD as of Q4 2023.

Wealth Advisors of Iowa reported no remaining Home Depot position as of Q4 2023 after selling out during the quarter.
Wealth Advisors of Iowa sold 1,200 Home Depot shares in Q4 2023, an estimated $362K.
Wealth Advisors of Iowa first reported a position in Home Depot in Q3 2020 and held it in 12 quarters.
Wealth Advisors of Iowa's Home Depot position peaked at $981K in Q2 2022.
3,588 funds tracked by Wall St. Rank held Home Depot as of Q4 2023.

Based on Wealth Advisors of Iowa's 13F filing for Q4 2023, filed 8 Feb 2024.