Forvis Mazars Wealth Advisors’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $752K | Buy |
2,106
+30
| +1% | +$10.7K | 0.02% | 230 |
|
|
2025
Q1 | $564K | Buy |
2,076
+73
| +4% | +$19.8K | 0.01% | 267 |
|
|
2024
Q4 | $665K | Sell |
2,003
-177
| -8% | -$58.7K | 0.02% | 269 |
|
|
2024
Q3 | $723K | Sell |
2,180
-26
| -1% | -$8.62K | 0.02% | 262 |
|
|
2024
Q2 | $692K | Buy |
2,206
+25
| +1% | +$7.84K | 0.02% | 242 |
|
|
2024
Q1 | $682K | Sell |
2,181
-42
| -2% | -$13.1K | 0.02% | 249 |
|
|
2023
Q4 | $535K | Buy |
2,223
+28
| +1% | +$6.74K | 0.01% | 270 |
|
|
2023
Q3 | $468K | Sell |
2,195
-1,708
| -44% | -$364K | 0.01% | 281 |
|
|
2023
Q2 | $785K | Buy |
3,903
+1,604
| +70% | +$323K | 0.02% | 236 |
|
|
2023
Q1 | $394K | Sell |
2,299
-73
| -3% | -$12.5K | 0.01% | 294 |
|
|
2022
Q4 | $372K | Buy |
2,372
+364
| +18% | +$57.1K | 0.01% | 296 |
|
|
2022
Q3 | $268K | Buy |
2,008
+23
| +1% | +$3.07K | 0.01% | 335 |
|
|
2022
Q2 | $250K | Buy |
1,985
+226
| +13% | +$28.5K | 0.01% | 346 |
|
|
2022
Q1 | $267K | Buy |
1,759
+94
| +6% | +$14.3K | 0.01% | 258 |
|
|
2021
Q4 | $288K | Buy |
1,665
+160
| +11% | +$27.7K | 0.01% | 233 |
|
|
2021
Q3 | $225K | Sell |
1,505
-124
| -8% | -$18.5K | 0.01% | 255 |
|
|
2021
Q2 | $241K | Buy |
1,629
+22
| +1% | +$3.26K | 0.01% | 240 |
|
|
2021
Q1 | $222K | Sell |
1,607
-2,092
| -57% | -$289K | 0.01% | 255 |
|
|
2020
Q4 | $444K | Sell |
3,699
-52
| -1% | -$6.24K | 0.02% | 243 |
|
|
2020
Q3 | $383K | Sell |
3,751
-4,771
| -56% | -$487K | 0.02% | 235 |
|
|
2020
Q2 | $746K | Buy |
8,522
+926
| +12% | +$81.1K | 0.05% | 153 |
|
|
2020
Q1 | $590K | Buy |
7,596
+819
| +12% | +$63.6K | 0.05% | 153 |
|
|
2019
Q4 | $642K | Buy |
6,777
+588
| +10% | +$55.7K | 0.05% | 160 |
|
|
2019
Q3 | $515K | Sell |
6,189
-95
| -2% | -$7.91K | 0.04% | 170 |
|
|
2019
Q2 | $523K | Sell |
6,284
-209
| -3% | -$17.4K | 0.04% | 159 |
|
|
2019
Q1 | $523K | Buy |
+6,493
| New | +$523K | 0.04% | 159 |
|