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Wealth Advisors, Inc.

SEC CIK
0001806580
Latest filing
Oct 24, 2023

HD holding history

Home Depot, Inc. in every 13F filed by Wealth Advisors, Inc., 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)
11,320
Value
$3.42M
% of portfolio
1.5%
Quarters held
11
Since Q1 2021
Holdings of HD by Wealth Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202311,320$3.42M1.5%00.0%UnchangedHolders
Q2 202311,320$3.59M1.5%−7−0.1%ReducedHolders
Q1 202311,327$3.33M1.6%−50.0%ReducedHolders
Q4 202211,332$3.58M1.9%+15+0.1%AddedHolders
Q3 202211,317$3.12M1.6%−125−1.1%ReducedHolders
Q2 202211,442$3.14M1.5%−120−1.0%ReducedHolders
Q1 202211,562$3.46M1.3%00.0%UnchangedHolders
Q4 202111,562$4.80M1.7%00.0%UnchangedHolders
Q3 202111,562$3.77M1.5%00.0%UnchangedHolders
Q2 202111,562$3.76M1.4%00.0%UnchangedHolders
Q1 202111,562$3.75M1.5%––Holders

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