AOWM
Alpha Omega Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.45M | Sell |
10,857
-129
| -1% | -$17.2K | 0.26% | 96 |
|
|
2025
Q1 | $1.2M | Sell |
10,986
-24
| -0.2% | -$2.63K | 0.23% | 101 |
|
|
2024
Q4 | $1.36M | Sell |
11,010
-23
| -0.2% | -$2.85K | 0.26% | 99 |
|
|
2024
Q3 | $1.21M | Sell |
11,033
-366
| -3% | -$40K | 0.22% | 105 |
|
|
2024
Q2 | $1.26M | Sell |
11,399
-208
| -2% | -$22.9K | 0.24% | 102 |
|
|
2024
Q1 | $1.32M | Sell |
11,607
-7
| -0.1% | -$794 | 0.24% | 98 |
|
|
2023
Q4 | $1.13M | Hold |
11,614
| – | – | 0.19% | 101 |
|
|
2023
Q3 | $1.12M | Sell |
11,614
-352
| -3% | -$34K | 0.19% | 100 |
|
|
2023
Q2 | $1.08M | Sell |
11,966
-177
| -1% | -$16K | 0.18% | 110 |
|
|
2023
Q1 | $1.06M | Sell |
12,143
-86
| -0.7% | -$7.49K | 0.18% | 108 |
|
|
2022
Q4 | $1.17M | Sell |
12,229
-20
| -0.2% | -$1.92K | 0.21% | 101 |
|
|
2022
Q3 | $897K | Hold |
12,249
| – | – | 0.17% | 107 |
|
|
2022
Q2 | $974K | Sell |
12,249
-18
| -0.1% | -$1.43K | 0.17% | 109 |
|
|
2022
Q1 | $1.2M | Sell |
12,267
-93
| -0.8% | -$9.12K | 0.19% | 105 |
|
|
2021
Q4 | $1.2M | Sell |
12,360
-107
| -0.9% | -$10.4K | 0.18% | 109 |
|
|
2021
Q3 | $1.17M | Sell |
12,467
-28
| -0.2% | -$2.64K | 0.19% | 104 |
|
|
2021
Q2 | $1.2M | Sell |
12,495
-420
| -3% | -$40.4K | 0.2% | 105 |
|
|
2021
Q1 | $1.17M | Sell |
12,915
-130
| -1% | -$11.7K | 0.2% | 99 |
|
|
2020
Q4 | $1.05M | Sell |
13,045
-68
| -0.5% | -$5.46K | 0.18% | 98 |
|
|
2020
Q3 | $860K | Sell |
13,113
-230
| -2% | -$15.1K | 0.12% | 102 |
|
|
2020
Q2 | $828K | Buy |
13,343
+8
| +0.1% | +$496 | 0.13% | 99 |
|
|
2020
Q1 | $635K | Hold |
13,335
| – | – | 0.12% | 110 |
|
|
2019
Q4 | $1.02M | Sell |
13,335
-600
| -4% | -$45.8K | 0.16% | 100 |
|
|
2019
Q3 | $1.03M | Buy |
13,935
+13,335
| +2,223% | +$986K | 0.17% | 97 |
|
|
2019
Q2 | $40K | Sell |
600
-40
| -6% | -$2.67K | 0.02% | 272 |
|
|
2019
Q1 | $44K | Buy |
640
+30
| +5% | +$2.06K | 0.02% | 257 |
|
|
2018
Q4 | $36K | Hold |
610
| – | – | 0.02% | 243 |
|
|
2018
Q3 | $47K | Sell |
610
-66
| -10% | -$5.09K | 0.02% | 228 |
|
|
2018
Q2 | $47K | Hold |
676
| – | – | 0.02% | 230 |
|
|
2018
Q1 | $46K | Hold |
676
| – | – | 0.02% | 215 |
|
|
2017
Q4 | $47K | Buy |
676
+66
| +11% | +$4.59K | 0.02% | 226 |
|
|
2017
Q3 | $38K | Hold |
610
| – | – | 0.02% | 238 |
|
|
2017
Q2 | $36K | Hold |
610
| – | – | 0.02% | 243 |
|
|
2017
Q1 | $37K | Hold |
610
| – | – | 0.02% | 246 |
|
|
2016
Q4 | $34K | Buy |
610
+210
| +53% | +$11.7K | 0.02% | 251 |
|
|
2016
Q3 | $22K | Hold |
400
| – | – | 0.02% | 138 |
|
|
2016
Q2 | $21K | Hold |
400
| – | – | 0.02% | 137 |
|
|
2016
Q1 | $22K | Hold |
400
| – | – | 0.02% | 133 |
|
|
2015
Q4 | $19K | Buy |
+400
| New | +$19K | 0.02% | 131 |
|