Eaton shares owned by Holistic Financial Partners
Quarter-by-quarter ownership of Eaton (ETN) shares owned by Holistic Financial Partners
from 13F filings
Historical chart of Holistic Financial Partners investment in Eaton
Tip: Access up to 7 years of quarterly data
All positions including Eaton held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Eaton by Holistic Financial Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $438k | 1.3k | 331.44 |
2024-06-30 | $410k | 1.3k | 313.55 |
2024-03-31 | $423k | 1.4k | 312.68 |
2023-12-31 | $325k | 1.3k | 240.82 |
2023-09-30 | $315k | 1.5k | 213.28 |
2023-06-30 | $282k | 1.4k | 201.10 |
2023-03-31 | $351k | 2.1k | 171.34 |
2022-12-31 | $243k | 1.5k | 156.95 |
2022-09-30 | $210k | 1.6k | 133.42 |
2022-03-31 | $263k | 1.7k | 151.85 |
2021-12-31 | $332k | 1.9k | 172.65 |
2021-09-30 | $321k | 2.2k | 149.30 |
2021-06-30 | $319k | 2.2k | 148.23 |
2021-03-31 | $298k | 2.2k | 138.41 |
2018-03-31 | $10k | 131 | 76.34 |
2017-12-31 | $13k | 170 | 76.47 |
More positions owned by Holistic Financial Partners
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