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Engrave Wealth Partners LLC

SEC CIK
0001806222
Latest filing
Jan 16, 2024

HD holding history

Home Depot, Inc. in every 13F filed by Engrave Wealth Partners LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

HD overviewAll 13F holders of HDFull Q4 2023 holdings

Shares (Q4 2023)
1,436
Value
$497.6K
% of portfolio
0.1%
Quarters held
11
Since Q1 2021
Holdings of HD by Engrave Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20231,436$497.6K0.1%+56+4.1%AddedHolders
Q3 20231,380$417.0K0.1%+253+22.4%AddedHolders
Q2 20231,127$350.1K0.1%+118+11.7%AddedHolders
Q1 20231,009$299.0K0.1%−48−4.5%ReducedHolders
Q4 20221,057$342.1K0.1%+204+23.9%AddedHolders
Q3 2022853$235.0K0.1%+853NewHolders
Q2 20220$00.0%−787−100.0%Sold outHolders
Q1 2022787$236.0K0.1%−66−7.7%ReducedHolders
Q4 2021853$354.0K0.1%−39−4.4%ReducedHolders
Q3 2021892$293.0K0.1%−219−19.7%ReducedHolders
Q2 20211,111$354.0K0.1%+57+5.4%AddedHolders
Q1 20211,054$322.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.