J. Stern & Co’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $76.9M | Buy |
231,164
+6,866
| +3% | +$2.28M | 6.57% | 5 |
|
|
2025
Q1 | $61M | Buy |
224,298
+19,785
| +10% | +$5.38M | 5.84% | 6 |
|
|
2024
Q4 | $67.9M | Sell |
204,513
-470
| -0.2% | -$156K | 6.4% | 4 |
|
|
2024
Q3 | $67.9M | Buy |
204,983
+6,565
| +3% | +$2.18M | 7.24% | 3 |
|
|
2024
Q2 | $62.2M | Sell |
198,418
-28,805
| -13% | -$9.03M | 7.41% | 4 |
|
|
2024
Q1 | $71M | Buy |
227,223
+45,583
| +25% | +$14.3M | 8.98% | 2 |
|
|
2023
Q4 | $44.7M | Buy |
+181,640
| New | +$44.7M | 8.14% | 2 |
|