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Wealth Management Solutions’s Home Depot HD Stock Holding History

Wealth Management Solutions’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
Q3 		$473K Hold
1,565
– – 0.32% 41
2023
Q2 		$486K Buy
1,565
+94
+6% +$27.8K 0.32% 38
2023
Q1 		$434K Buy
1,471
+38
+3% +$11.7K 0.25% 46
2022
Q4 		$453K Buy
1,433
+169
+13% +$51.5K 0.24% 53
2022
Q3 		$349K Buy
1,264
+156
+14% +$46K 0.2% 53
2022
Q2 		$304K Buy
1,108
+52
+5% +$15.4K 0.17% 62
2022
Q1 		$316K Buy
1,056
+115
+12% +$39.9K 0.16% 82
2021
Q4 		$391K Buy
+941
New +$358K 0.2% 75

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Solutions's HD Position: Q3 2023 in Review

Wealth Management Solutions held its Home Depot (HD) position steady in Q3 2023 at 1,565 shares worth $473K. The position accounts for 0.32% of the portfolio, ranked #41.

Wealth Management Solutions first reported a position in HD in Q4 2021 and has held it in 8 quarters since. The position peaked at $486K in Q2 2023. 3,339 funds tracked by Wall St. Rank hold HD as of Q3 2023.

  • Wealth Management Solutions held 1,565 shares of Home Depot worth $473K as of Q3 2023.
  • Wealth Management Solutions left its Home Depot share count unchanged in Q3 2023.
  • Home Depot made up 0.32% of Wealth Management Solutions's portfolio in Q3 2023, its #41 holding.
  • Wealth Management Solutions first reported a position in Home Depot in Q4 2021 and has held it in 8 quarters since.
  • Wealth Management Solutions's Home Depot position peaked at $486K in Q2 2023.
  • 3,339 funds tracked by Wall St. Rank held Home Depot as of Q3 2023.

Based on Wealth Management Solutions's 13F filing for Q3 2023, filed 25 Oct 2023.