WealthBridge Investment Counsel’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $12.7M | Buy |
35,660
+1,875
| +6% | +$669K | 4.13% | 5 |
|
2025
Q1 | $9.18M | Buy |
33,785
+1,650
| +5% | +$449K | 3.34% | 10 |
|
2024
Q4 | $10.7M | Sell |
32,135
-500
| -2% | -$166K | 3.91% | 7 |
|
2024
Q3 | $10.8M | Sell |
32,635
-125
| -0.4% | -$41.4K | 3.84% | 6 |
|
2024
Q2 | $10.3M | Sell |
32,760
-5,460
| -14% | -$1.71M | 3.93% | 8 |
|
2024
Q1 | $12M | Sell |
38,220
-900
| -2% | -$281K | 4.43% | 2 |
|
2023
Q4 | $9.42M | Sell |
39,120
-1,000
| -2% | -$241K | 3.77% | 7 |
|
2023
Q3 | $8.56M | Sell |
40,120
-1,585
| -4% | -$338K | 3.73% | 9 |
|
2023
Q2 | $8.39M | Sell |
41,705
-4,950
| -11% | -$995K | 3.53% | 9 |
|
2023
Q1 | $7.99M | Sell |
46,655
-2,965
| -6% | -$508K | 3.54% | 9 |
|
2022
Q4 | $7.79M | Sell |
49,620
-235
| -0.5% | -$36.9K | 3.41% | 10 |
|
2022
Q3 | $6.65M | Buy |
49,855
+500
| +1% | +$66.7K | 3.5% | 11 |
|
2022
Q2 | $6.22M | Buy |
49,355
+290
| +0.6% | +$36.5K | 3.15% | 13 |
|
2022
Q1 | $7.45M | Buy |
49,065
+2,925
| +6% | +$444K | 3.29% | 11 |
|
2021
Q4 | $7.97M | Sell |
46,140
-315
| -0.7% | -$54.4K | 3.38% | 10 |
|
2021
Q3 | $6.94M | Sell |
46,455
-1,160
| -2% | -$173K | 3.12% | 11 |
|
2021
Q2 | $7.06M | Sell |
47,615
-2,030
| -4% | -$301K | 3.12% | 11 |
|
2021
Q1 | $6.87M | Sell |
49,645
-1,300
| -3% | -$180K | 3.36% | 11 |
|
2020
Q4 | $6.12M | Sell |
50,945
-3,300
| -6% | -$396K | 3.2% | 12 |
|
2020
Q3 | $5.54M | Buy |
54,245
+50
| +0.1% | +$5.1K | 3.37% | 12 |
|
2020
Q2 | $4.74M | Buy |
54,195
+450
| +0.8% | +$39.4K | 3.15% | 14 |
|
2020
Q1 | $4.18M | Sell |
53,745
-1,700
| -3% | -$132K | 3.55% | 13 |
|
2019
Q4 | $5.25M | Buy |
+55,445
| New | +$5.25M | 2.98% | 16 |
|