Congress Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.7M | Buy |
127,921
+302
| +0.2% | +$108K | 0.44% | 42 |
|
|
2025
Q1 | $34.7M | Buy |
127,619
+3,427
| +3% | +$933K | 0.42% | 54 |
|
|
2024
Q4 | $41.2M | Buy |
124,192
+2,623
| +2% | +$870K | 0.57% | 39 |
|
|
2024
Q3 | $40.3M | Buy |
121,569
+2,635
| +2% | +$873K | 0.54% | 39 |
|
|
2024
Q2 | $37.3M | Buy |
118,934
+2,550
| +2% | +$800K | 0.59% | 31 |
|
|
2024
Q1 | $36.4M | Buy |
116,384
+39,653
| +52% | +$12.4M | 0.63% | 30 |
|
|
2023
Q4 | $18.5M | Buy |
76,731
+5,725
| +8% | +$1.38M | 0.34% | 68 |
|
|
2023
Q3 | $15.1M | Buy |
71,006
+2,101
| +3% | +$448K | 0.31% | 74 |
|
|
2023
Q2 | $13.9M | Buy |
68,905
+603
| +0.9% | +$121K | 0.32% | 78 |
|
|
2023
Q1 | $11.7M | Buy |
68,302
+1,933
| +3% | +$331K | 0.28% | 103 |
|
|
2022
Q4 | $10.4M | Sell |
66,369
-1,077
| -2% | -$169K | 0.27% | 117 |
|
|
2022
Q3 | $8.99M | Buy |
67,446
+1,829
| +3% | +$244K | 0.24% | 125 |
|
|
2022
Q2 | $8.27M | Buy |
65,617
+618
| +1% | +$77.9K | 0.21% | 144 |
|
|
2022
Q1 | $9.87M | Buy |
64,999
+2,800
| +5% | +$425K | 0.22% | 141 |
|
|
2021
Q4 | $10.8M | Buy |
+62,199
| New | +$10.8M | 0.21% | 140 |
|