AW
Atlas Wealth’s Emerson Electric EMR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $483K | Buy |
3,565
+899
| +34% | +$122K | 0.18% | 68 |
|
2025
Q1 | $292K | Hold |
2,666
| – | – | 0.11% | 77 |
|
2024
Q4 | $330K | Hold |
2,666
| – | – | 0.13% | 72 |
|
2024
Q3 | $292K | Sell |
2,666
-2,666
| -50% | -$292K | 0.13% | 66 |
|
2024
Q2 | $584K | Buy |
5,332
+2,666
| +100% | +$292K | 0.07% | 131 |
|
2024
Q1 | $302K | Hold |
2,666
| – | – | 0.15% | 62 |
|
2023
Q4 | $257K | Hold |
2,666
| – | – | 0.14% | 64 |
|
2023
Q3 | $257K | Sell |
2,666
-45
| -2% | -$4.35K | 0.05% | 151 |
|
2023
Q2 | $249K | Sell |
2,711
-44
| -2% | -$4.04K | 0.05% | 159 |
|
2023
Q1 | $240K | Sell |
2,755
-166
| -6% | -$14.5K | 0.05% | 161 |
|
2022
Q4 | $281K | Buy |
+2,921
| New | +$281K | 0.08% | 99 |
|