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Wealth Enhancement & Preservation of GA’s Home Depot HD Stock Holding History

Wealth Enhancement & Preservation of GA’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 		$1.16M Buy
3,728
+231
+7% +$68.2K 1.11% 12
2023
Q1 		$1.03M Buy
3,497
+128
+4% +$39.2K 1.24% 15
2022
Q4 		$1.06M Buy
3,369
+461
+16% +$140K 1.74% 14
2022
Q3 		$802K Sell
2,908
-2,319
-44% -$685K 1.29% 20
2022
Q2 		$1.47M Sell
5,227
-130
-2% -$38.4K 1.56% 14
2022
Q1 		$1.6M Buy
5,357
+156
+3% +$54.1K 1.24% 17
2021
Q4 		$2.16M Buy
5,201
+201
+4% +$76.5K 1.46% 15
2021
Q3 		$1.64M Buy
5,000
+278
+6% +$91.3K 1.26% 17
2021
Q2 		$1.51M Buy
4,722
+145
+3% +$46.1K 1.11% 20
2021
Q1 		$1.47M Buy
4,577
+31
+0.7% +$8.54K 1.13% 21
2020
Q4 		$1.21M Buy
4,546
+559
+14% +$154K 1.04% 20
2020
Q3 		$1.13M Buy
3,987
+552
+16% +$150K 1.16% 19
2020
Q2 		$898K Sell
3,435
-2,160
-39% -$494K 1.11% 19
2020
Q1 		$1.02M Sell
5,595
-1,506
-21% -$331K 0.97% 10
2019
Q4 		$1.54M Buy
+7,101
New +$1.61M 0.79% 29

Other funds holding HD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's HD Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA increased its Home Depot (HD) stake by 6.6% in Q2 2023, buying an estimated $68.2K and bringing the position to 3,728 shares worth $1.16M. The position accounts for 1.11% of the portfolio, ranked #12.

Wealth Enhancement & Preservation of GA first reported a position in HD in Q4 2019 and has held it in 15 quarters since. The position peaked at $2.16M in Q4 2021. 3,311 funds tracked by Wall St. Rank hold HD as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 3,728 shares of Home Depot worth $1.16M as of Q2 2023.
  • Wealth Enhancement & Preservation of GA bought 231 Home Depot shares in Q2 2023, an estimated $68.2K.
  • Home Depot made up 1.11% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #12 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Home Depot in Q4 2019 and has held it in 15 quarters since.
  • Wealth Enhancement & Preservation of GA's Home Depot position peaked at $2.16M in Q4 2021.
  • 3,311 funds tracked by Wall St. Rank held Home Depot as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.