Holistic Planning »

Home Depot shares owned by Holistic Planning

Quarter-by-quarter ownership of Home Depot (HD) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in Home Depot

Tip: Access up to 7 years of quarterly data

All positions including Home Depot held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Home Depot by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $297k 734 405.20
2024-06-30 $213k 555 383.60
2024-03-31 $213k 555 383.60

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ea Series Trust Strive Enhanced (BUXX)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
Ea Series Trust Strive Mid Cap (STXM)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ea Series Trust Strive 500 Etf (STRV)
Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for Holistic Planning

Top funds holding Home Depot

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Capital World Investors
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Charles Schwab Investment Management
Capital Research Global Investors
Jpmorgan Chase & Co
Northern Trust
Royal Bank of Canada
Fisher Investments
International Assets Investment Management

View all funds holding Home Depot