AWM
Axxcess Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.56M | Buy |
49,222
+3,595
| +8% | +$479K | 0.15% | 116 |
|
|
2025
Q1 | $5M | Sell |
45,627
-8,485
| -16% | -$930K | 0.13% | 134 |
|
|
2024
Q4 | $6.71M | Buy |
54,112
+3,698
| +7% | +$458K | 0.16% | 109 |
|
|
2024
Q3 | $5.51M | Buy |
50,414
+1,818
| +4% | +$199K | 0.14% | 128 |
|
|
2024
Q2 | $5.35M | Buy |
48,596
+3,840
| +9% | +$423K | 0.14% | 127 |
|
|
2024
Q1 | $5.08M | Buy |
44,756
+4,999
| +13% | +$567K | 0.14% | 127 |
|
|
2023
Q4 | $3.87M | Buy |
39,757
+10,306
| +35% | +$1M | 0.11% | 150 |
|
|
2023
Q3 | $2.84M | Buy |
29,451
+26,657
| +954% | +$2.57M | 0.1% | 159 |
|
|
2023
Q2 | $253K | Buy |
+2,794
| New | +$253K | 0.02% | 496 |
|
|
2023
Q1 | – | Sell |
-2,239
| Closed | -$215K | – | 647 |
|
|
2022
Q4 | $215K | Buy |
+2,239
| New | +$215K | 0.02% | 540 |
|
|
2022
Q2 | – | Sell |
-2,234
| Closed | -$219K | – | 570 |
|
|
2022
Q1 | $219K | Sell |
2,234
-227
| -9% | -$22.3K | 0.02% | 554 |
|
|
2021
Q4 | $229K | Buy |
+2,461
| New | +$229K | 0.02% | 548 |
|