A detailed history of Summit Financial Wealth Advisors, LLC transactions in Home Depot, Inc. stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 766 shares of HD stock, worth $301,612. This represents 0.06% of its overall portfolio holdings.

Number of Shares
766
Previous 760 0.79%
Holding current value
$301,612
Previous $291,000 9.62%
% of portfolio
0.06%
Previous 0.07%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$325.1 - $368.03 $1,950 - $2,208
6 Added 0.79%
766 $263,000
Q1 2024

May 02, 2024

BUY
$338.26 - $395.2 $21,648 - $25,292
64 Added 9.2%
760 $291,000
Q4 2023

Jan 19, 2024

SELL
$276.46 - $354.0 $11,611 - $14,868
-42 Reduced 5.69%
696 $241,000
Q3 2023

Nov 13, 2023

SELL
$301.82 - $333.84 $198,597 - $219,666
-658 Reduced 47.13%
738 $222,000
Q1 2023

Apr 10, 2023

BUY
$280.82 - $339.79 $36,225 - $43,832
129 Added 10.18%
1,396 $411,000
Q3 2022

Oct 28, 2022

SELL
$266.58 - $327.38 $76,241 - $93,630
-286 Reduced 18.42%
1,267 $369,000
Q2 2022

Jul 26, 2022

BUY
$268.98 - $315.31 $89,570 - $104,998
333 Added 27.3%
1,553 $475,000
Q1 2022

May 06, 2022

SELL
$299.33 - $412.84 $38,314 - $52,843
-128 Reduced 9.5%
1,220 $365,000
Q4 2021

Jan 12, 2022

SELL
$326.47 - $416.18 $22,852 - $29,132
-70 Reduced 4.94%
1,348 $557,000
Q3 2021

Nov 05, 2021

BUY
$317.05 - $341.41 $2,853 - $3,072
9 Added 0.64%
1,418 $465,000
Q2 2021

Aug 09, 2021

BUY
$302.61 - $341.12 $157,357 - $177,382
520 Added 58.49%
1,409 $449,000
Q1 2021

Apr 23, 2021

BUY
$250.93 - $305.25 $36,635 - $44,566
146 Added 19.65%
889 $236,000
Q4 2020

Jan 11, 2021

SELL
$261.72 - $290.36 $96,312 - $106,852
-368 Reduced 33.12%
743 $206,000
Q3 2020

Nov 09, 2020

SELL
$247.35 - $291.93 $26,219 - $30,944
-106 Reduced 8.71%
1,111 $301,000
Q2 2020

Jul 16, 2020

BUY
$178.63 - $256.77 $3,572 - $5,135
20 Added 1.67%
1,217 $303,000
Q4 2019

Jan 28, 2020

SELL
$212.0 - $238.85 $8,480 - $9,554
-40 Reduced 3.23%
1,197 $277,000
Q1 2019

May 01, 2019

SELL
$168.61 - $192.39 $9,779 - $11,158
-58 Reduced 4.48%
1,237 $246,000
Q4 2018

Feb 01, 2019

BUY
$158.14 - $207.6 $38,111 - $50,031
241 Added 22.87%
1,295 $223,000
Q3 2018

Oct 22, 2018

BUY
$193.1 - $213.85 $203,527 - $225,397
1,054 New
1,054 $201,000

Others Institutions Holding HD

About HOME DEPOT, INC.


  • Ticker HD
  • Exchange NYSE
  • Sector Consumer Cyclical
  • Industry Home Improvement Retail
  • Shares Outstandng 1,023,729,984
  • Market Cap $403B
  • Description
  • The Home Depot, Inc. operates as a home improvement retailer. It operates The Home Depot stores that sell various building materials, home improvement products, lawn and garden products, and décor products, as well as facilities maintenance, repair, and operations products The company also offers installation services for flooring, cabinets and ...
More about HD
Track This Portfolio

Track Summit Financial Wealth Advisors, LLC Portfolio

Follow Summit Financial Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Wealth Advisors, LLC with notifications on news.