A detailed history of Summit Wealth & Retirement Planning, Inc. transactions in Home Depot, Inc. stock. As of the latest transaction made, Summit Wealth & Retirement Planning, Inc. holds 1,322 shares of HD stock, worth $480,216. This represents 0.19% of its overall portfolio holdings.

Number of Shares
1,322
Previous 1,594 17.06%
Holding current value
$480,216
Previous $552,000 8.15%
% of portfolio
0.19%
Previous 0.23%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$338.26 - $395.2 $92,006 - $107,494
-272 Reduced 17.06%
1,322 $507,000
Q4 2023

Feb 01, 2024

BUY
$276.46 - $354.0 $58,056 - $74,340
210 Added 15.17%
1,594 $552,000
Q3 2023

Oct 25, 2023

BUY
$301.82 - $333.84 $5,432 - $6,009
18 Added 1.32%
1,384 $418,000
Q2 2023

Jul 26, 2023

SELL
$282.33 - $313.74 $283,459 - $314,994
-1,004 Reduced 42.36%
1,366 $424,000
Q1 2023

May 11, 2023

SELL
$280.82 - $339.79 $152,485 - $184,505
-543 Reduced 18.64%
2,370 $699,000
Q4 2022

Feb 09, 2023

BUY
$269.46 - $333.38 $88,652 - $109,682
329 Added 12.73%
2,913 $920,000
Q3 2022

Nov 10, 2022

BUY
$266.58 - $327.38 $533 - $654
2 Added 0.08%
2,584 $713,000
Q2 2022

Aug 02, 2022

BUY
$268.98 - $315.31 $694,506 - $814,130
2,582 New
2,582 $708,000

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 $372B
  • 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 Wealth & Retirement Planning, Inc. Portfolio

Follow Summit Wealth & Retirement Planning, Inc. 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 Wealth & Retirement Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth & Retirement Planning, Inc. with notifications on news.