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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

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All positions including Eaton held by Holistic Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eaton by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
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