Wells Trecaso Financial Group’s Eaton ETN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Sell |
50,930
-252
| -0.5% | -$90K | 5.61% | 4 |
|
|
2025
Q1 | $13.9M | Buy |
51,182
+168
| +0.3% | +$45.7K | 4.64% | 4 |
|
|
2024
Q4 | $16.9M | Sell |
51,014
-1,141
| -2% | -$379K | 5.53% | 3 |
|
|
2024
Q3 | $17.3M | Sell |
52,155
-205
| -0.4% | -$67.9K | 5.69% | 3 |
|
|
2024
Q2 | $16.4M | Sell |
52,360
-908
| -2% | -$285K | 5.68% | 3 |
|
|
2024
Q1 | $16.7M | Sell |
53,268
-170
| -0.3% | -$53.2K | 5.88% | 3 |
|
|
2023
Q4 | $12.9M | Sell |
53,438
-256
| -0.5% | -$61.7K | 5.19% | 3 |
|
|
2023
Q3 | $11.5M | Sell |
53,694
-661
| -1% | -$141K | 5.09% | 3 |
|
|
2023
Q2 | $10.9M | Sell |
54,355
-234
| -0.4% | -$47.1K | 4.7% | 3 |
|
|
2023
Q1 | $9.35M | Sell |
54,589
-168
| -0.3% | -$28.8K | 4.33% | 3 |
|
|
2022
Q4 | $8.59M | Buy |
54,757
+32
| +0.1% | +$5.02K | 4.29% | 3 |
|
|
2022
Q3 | $7.3M | Buy |
54,725
+292
| +0.5% | +$38.9K | 4.01% | 4 |
|
|
2022
Q2 | $6.86M | Sell |
54,433
-358
| -0.7% | -$45.1K | 3.55% | 7 |
|
|
2022
Q1 | $8.32M | Buy |
54,791
+3,931
| +8% | +$597K | 3.7% | 6 |
|
|
2021
Q4 | $8.79M | Sell |
50,860
-2,567
| -5% | -$444K | 3.82% | 6 |
|
|
2021
Q3 | $7.98M | Sell |
53,427
-618
| -1% | -$92.3K | 3.8% | 5 |
|
|
2021
Q2 | $8.01M | Sell |
54,045
-628
| -1% | -$93.1K | 3.85% | 5 |
|
|
2021
Q1 | $7.56M | Sell |
54,673
-460
| -0.8% | -$63.6K | 3.99% | 4 |
|
|
2020
Q4 | $6.62M | Sell |
55,133
-2,388
| -4% | -$287K | 3.69% | 8 |
|
|
2020
Q3 | $5.87M | Sell |
57,521
-864
| -1% | -$88.2K | 3.75% | 8 |
|
|
2020
Q2 | $5.11M | Buy |
58,385
+1,122
| +2% | +$98.1K | 3.52% | 9 |
|
|
2020
Q1 | $4.45M | Buy |
57,263
+42
| +0.1% | +$3.26K | 3.96% | 8 |
|
|
2019
Q4 | $5.42M | Buy |
57,221
+491
| +0.9% | +$46.5K | 3.92% | 8 |
|
|
2019
Q3 | $4.72M | Buy |
56,730
+426
| +0.8% | +$35.4K | 3.76% | 8 |
|
|
2019
Q2 | $4.69M | Sell |
56,304
-219
| -0.4% | -$18.2K | 3.86% | 8 |
|
|
2019
Q1 | $4.55M | Buy |
56,523
+552
| +1% | +$44.5K | 3.82% | 8 |
|
|
2018
Q4 | $3.84M | Buy |
55,971
+759
| +1% | +$52.1K | 3.67% | 8 |
|
|
2018
Q3 | $4.79M | Buy |
55,212
+23
| +0% | +$2K | 3.97% | 5 |
|
|
2018
Q2 | $4.13M | Buy |
55,189
+1,183
| +2% | +$88.4K | 3.87% | 7 |
|
|
2018
Q1 | $4.32M | Buy |
54,006
+3,326
| +7% | +$266K | 4.11% | 5 |
|
|
2017
Q4 | $4M | Buy |
+50,680
| New | +$4M | 3.92% | 7 |
|