Eaton shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Eaton (ETN) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Eaton
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Quarterly reported holdings in Eaton by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.7M | 28k | 312.68 |
| 2023-09-30 | $5.8M | 27k | 213.29 |
| 2023-06-30 | $8.0M | 40k | 201.10 |
| 2023-03-31 | $5.5M | 32k | 171.34 |
| 2022-12-31 | $5.0M | 32k | 156.95 |
| 2022-09-30 | $4.2M | 32k | 133.37 |
| 2022-06-30 | $4.1M | 33k | 125.99 |
| 2022-03-31 | $4.8M | 32k | 151.75 |
| 2021-12-31 | $5.7M | 33k | 172.83 |
| 2021-09-30 | $4.7M | 31k | 149.28 |
| 2021-06-30 | $4.6M | 31k | 148.34 |
| 2021-03-31 | $4.2M | 31k | 138.31 |
| 2020-12-31 | $3.8M | 32k | 120.15 |
| 2020-09-30 | $1.2M | 12k | 102.06 |
| 2020-06-30 | $562k | 6.4k | 87.48 |
| 2020-03-31 | $497k | 6.4k | 77.67 |
| 2019-12-31 | $607k | 6.4k | 94.77 |
| 2019-09-30 | $533k | 6.4k | 83.22 |
| 2019-06-30 | $523k | 6.3k | 83.32 |
| 2019-03-31 | $481k | 6.0k | 80.60 |
| 2018-12-31 | $409k | 6.0k | 68.60 |
| 2018-09-30 | $517k | 6.0k | 86.72 |
| 2018-06-30 | $446k | 6.0k | 74.81 |
| 2018-03-31 | $507k | 6.3k | 79.93 |
| 2017-12-31 | $501k | 6.3k | 78.98 |
| 2017-09-30 | $487k | 6.3k | 76.78 |
| 2017-06-30 | $452k | 5.8k | 77.88 |
| 2017-03-31 | $402k | 5.4k | 74.13 |
| 2016-12-31 | $563k | 8.4k | 67.03 |
| 2016-09-30 | $492k | 7.5k | 65.65 |
| 2016-06-30 | $443k | 7.4k | 59.74 |
| 2016-03-31 | $464k | 7.4k | 62.58 |
| 2015-12-31 | $446k | 8.6k | 52.06 |
| 2015-09-30 | $439k | 8.6k | 51.24 |
| 2015-06-30 | $222k | 3.3k | 67.54 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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