Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Home Depot shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Home Depot (HD) 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 Home Depot

Tip: Access up to 7 years of quarterly data

All positions including Home Depot held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Home Depot by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.0M 18k 383.60
2023-09-30 $9.0M 30k 302.17
2023-06-30 $9.3M 30k 310.65
2023-03-31 $8.7M 29k 295.12
2022-12-31 $9.4M 30k 315.87
2022-09-30 $5.9M 21k 275.95
2022-06-30 $6.0M 22k 274.28
2022-03-31 $6.2M 21k 299.32
2021-12-31 $8.0M 19k 415.03
2021-09-30 $6.2M 19k 328.35
2021-06-30 $5.8M 18k 319.48
2021-03-31 $5.4M 18k 305.25
2020-12-31 $4.7M 18k 265.59
2020-09-30 $4.1M 15k 277.68
2020-06-30 $3.8M 15k 250.52
2020-03-31 $2.7M 14k 186.72
2019-12-31 $4.2M 349k 11.95
2019-09-30 $3.1M 14k 231.99
2019-06-30 $2.7M 13k 207.96
2019-03-31 $2.5M 13k 191.91
2018-12-31 $2.3M 13k 171.85
2018-09-30 $2.5M 12k 207.16
2018-06-30 $2.2M 12k 195.06
2018-03-31 $2.0M 11k 178.27
2017-12-31 $1.9M 10k 189.55
2017-09-30 $1.6M 10k 163.57
2017-06-30 $1.5M 9.5k 153.38
2017-03-31 $1.3M 9.1k 146.84
2016-12-31 $1.1M 8.5k 134.11
2016-09-30 $1.1M 8.9k 128.69
2016-06-30 $1.2M 9.1k 127.66
2016-03-31 $1.2M 9.3k 133.38
2015-12-31 $1.1M 8.4k 132.24
2015-09-30 $845k 7.3k 115.53
2015-06-30 $711k 6.4k 111.16
2015-03-31 $509k 4.5k 113.67
2014-12-31 $381k 3.6k 105.10
2014-09-30 $234k 2.6k 91.59

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American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding Home Depot

Vanguard Group
Bank of America Corporation
Charles Schwab Investment Management
Norges Bank Investment Management
Wellington Management Company
Royal Bank of Canada
Bank of New York Mellon
Jpmorgan Chase & Co
Fisher Investments
Legal & General Group
T. Rowe Price Associates
Ubs Global Asset Management Americas
Goldman Sachs Group
Amundi
Wells Fargo & Company

View all funds holding Home Depot