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KCS Wealth Advisory

SEC CIK
0001697719
Latest filing
Nov 3, 2023

HD holding history

Home Depot, Inc. in every 13F filed by KCS Wealth Advisory, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q3 2023 holdings

Shares (Q3 2023)
1,509
Value
$456.0K
% of portfolio
0.2%
Quarters held
11
Since Q1 2021
Holdings of HD by KCS Wealth Advisory, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20231,509$456.0K0.2%+118+8.5%AddedHolders
Q2 20231,391$432.1K0.1%00.0%UnchangedHolders
Q1 20231,391$410.5K0.2%−59−4.1%ReducedHolders
Q4 20221,450$458.0K0.2%+1+0.1%AddedHolders
Q3 20221,449$400.0K0.2%−396−21.5%ReducedHolders
Q2 20221,845$506.0K0.2%00.0%UnchangedHolders
Q1 20221,845$552.0K0.3%−8−0.4%ReducedHolders
Q4 20211,853$769.0K0.3%−64−3.3%ReducedHolders
Q3 20211,917$629.0K0.3%−97−4.8%ReducedHolders
Q2 20212,014$642.0K0.3%−83−4.0%ReducedHolders
Q1 20212,097$640.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.