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Home Depot shares owned by Summit Financial Wealth Advisors

Quarter-by-quarter ownership of Home Depot (HD) shares owned by Summit Financial Wealth Advisors from 13F filings

Historical chart of Summit Financial Wealth Advisors investment in Home Depot

Tip: Access up to 7 years of quarterly data

All positions including Home Depot held by Summit Financial Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Home Depot by Summit Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 696 346.55
2023-09-30 $218k 738 294.77
2023-06-30 $434k 1.4k 310.64
2023-03-31 $412k 1.4k 295.12
2022-12-31 $400k 1.3k 315.86
2022-09-30 $369k 1.3k 291.24
2022-06-30 $475k 1.6k 305.86
2022-03-31 $365k 1.2k 299.18
2021-12-31 $557k 1.3k 413.20
2021-09-30 $465k 1.4k 327.93
2021-06-30 $449k 1.4k 318.67
2021-03-31 $236k 889 265.47
2020-12-31 $206k 743 277.25
2020-09-30 $301k 1.1k 270.93
2020-06-30 $303k 1.2k 248.97
2020-03-31 $229k 1.2k 191.31
2019-12-31 $277k 1.2k 231.41
2019-09-30 $290k 1.2k 234.44
2019-06-30 $257k 1.2k 207.76
2019-03-31 $246k 1.2k 198.87
2018-12-31 $223k 1.3k 172.20
2018-09-30 $201k 1.1k 190.70
2016-03-31 $203k 1.5k 133.38
2015-09-30 $58k 507 114.40
2015-06-30 $56k 507 110.45