WealthOne’s Home Depot HD Stock Holding History

WealthOne’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	$253K	Sell	837 -98	-10%	-$31.5K	0.1%	65
2023 Q2	$290K	Sell	935 -9	-1%	-$2.66K	0.11%	80
2023 Q1	$279K	Buy	944 +9	+1%	+$2.76K	0.11%	87
2022 Q4	$295K	Buy	935 +6	+0.6%	+$1.83K	0.12%	81
2022 Q3	$256K	Buy	929 +2	+0.2%	+$590	0.11%	86
2022 Q2	$254K	Buy	927 +2	+0.2%	+$590	0.1%	96
2022 Q1	$277K	Buy	925 +101	+12%	+$35K	0.1%	100
2021 Q4	$342K	Sell	824 -96	-10%	-$36.5K	0.12%	81
2021 Q3	$302K	Sell	920 -180	-16%	-$59.1K	0.11%	103
2021 Q2	$351K	Sell	1,100 -349	-24%	-$111K	0.14%	87
2021 Q1	$442K	Buy	1,449 +88	+6%	+$24.3K	0.19%	73
2020 Q4	$362K	Sell	1,361 -92	-6%	-$25.3K	0.17%	71
2020 Q3	$404K	Sell	1,453 -29	-2%	-$7.86K	0.23%	62
2020 Q2	$371K	Buy	1,482 +185	+14%	+$42.3K	0.23%	57
2020 Q1	$242K	Buy	1,297 +269	+26%	+$59.1K	0.19%	76
2019 Q4	$224K	Buy	1,028 +131	+15%	+$29.7K	0.14%	83
2019 Q3	$208K	Buy	+897	New	+$196K	0.15%	85
2019 Q1	–	Sell	-762	Closed	-$131K	–	275
2018 Q4	$131K	Buy	+762	New	+$137K	0.11%	104

Other funds holding HD

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return