Eaton shares owned by Summit Wealth Group
Historical chart of Summit Wealth Group investment in Eaton
Tip: Access up to 7 years of quarterly data
All positions including Eaton held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Eaton by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $226k | 603 | 374.25 |
| 2025-06-30 | $215k | 603 | 356.55 |
| 2024-12-31 | $213k | 642 | 331.78 |
| 2024-09-30 | $256k | 773 | 331.18 |
| 2024-06-30 | $242k | 773 | 313.07 |
| 2024-03-31 | $242k | 773 | 313.07 |
| 2023-09-30 | $224k | 1.0k | 213.54 |
| 2023-06-30 | $211k | 1.0k | 201.14 |
| 2023-03-31 | $1.0k | 180k | 0.01 |
| 2021-12-31 | $223k | 1.3k | 172.60 |
| 2021-09-30 | $267k | 1.8k | 149.33 |
| 2021-06-30 | $27k | 183 | 147.54 |
| 2021-03-31 | $22k | 158 | 139.24 |