Evercore Wealth Management’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
|
|||||
|
2025
Q1 | $896K | Sell |
|
|||||
|
2024
Q4 | $1.27M | Hold |
|
|||||
|
2024
Q3 | $1.26M | Buy |
|
|||||
|
2024
Q2 | $1.14M | Sell |
|
|||||
|
2024
Q1 | $1.14M | Sell |
|
|||||
|
2023
Q4 | $886K | Sell |
|
|||||
|
2023
Q3 | $801K | Buy |
|
|||||
|
2023
Q2 | $557K | Buy |
|
|||||
|
2023
Q1 | $306K | Buy |
|
|||||
|
2022
Q4 | $269K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $254K | Sell |
|
|||||
|
2021
Q3 | $233K | Sell |
|
|||||
|
2021
Q2 | $261K | Sell |
|
|||||
|
2021
Q1 | $265K | Sell |
|
|||||
|
2020
Q4 | $266K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $242K | Sell |
|
|||||
|
2019
Q3 | $248K | Buy |
|
|||||
|
2019
Q2 | $234K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $146K | Sell |
|
|||||
|
2017
Q3 | $146K | Hold |
|
|||||
|
2017
Q2 | $148K | Buy |
|
|||||
|
2017
Q1 | $138K | Buy |
|
|||||
|
2016
Q4 | $118K | Buy |
|
|||||
|
2016
Q3 | $109K | Sell |
|
|||||
|
2016
Q2 | $129K | Buy |
|
|||||
|
2016
Q1 | $67K | Sell |
|
|||||
|
2015
Q4 | $187K | Sell |
|
|||||
|
2015
Q3 | $209K | Sell |
|
|||||
|
2015
Q2 | $279K | Buy |
|
|||||
|
2015
Q1 | $277K | Buy |
|
|||||
|
2014
Q4 | $243K | Sell |
|
|||||
|
2014
Q3 | $251K | Hold |
|
|||||
|
2014
Q2 | $307K | Sell |
|
|||||
|
2014
Q1 | $328K | Sell |
|
|||||
|
2013
Q4 | $354K | Sell |
|
|||||
|
2013
Q3 | $405K | Sell |
|
|||||
|
2013
Q2 | $478K | Buy |
|