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ML & R Wealth Management LLC

SEC CIK
0001903320
Latest filing
May 14, 2024

HD holding history

Home Depot, Inc. in every 13F filed by ML & R Wealth Management LLC, 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 Q1 2024 holdings

Shares (Q1 2024)
1,382
Value
$530.1K
% of portfolio
0.1%
Quarters held
6
Since Q4 2021
Holdings of HD by ML & R Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20241,382$530.1K0.1%−8−0.6%ReducedHolders
Q4 20231,390$481.9K0.1%−32−2.3%ReducedHolders
Q3 20231,422$429.8K0.1%+70+5.2%AddedHolders
Q2 20231,352$420.1K0.1%+4+0.3%AddedHolders
Q1 20231,348$397.9K0.1%+1,348NewHolders
Q1 20220$00.0%−504−100.0%Sold outHolders
Q4 2021504$209.0K0.1%–No prior filingHolders