BOPW
Brandywine Oak Private Wealth’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $725K | Sell |
5,441
-2
| -0% | -$267 | 0.07% | 122 |
|
|
2025
Q1 | $597K | Sell |
5,443
-47
| -0.9% | -$5.15K | 0.06% | 133 |
|
|
2024
Q4 | $680K | Sell |
5,490
-516
| -9% | -$63.9K | 0.07% | 127 |
|
|
2024
Q3 | $657K | Buy |
6,006
+224
| +4% | +$24.5K | 0.06% | 129 |
|
|
2024
Q2 | $637K | Sell |
5,782
-73
| -1% | -$8.04K | 0.07% | 127 |
|
|
2024
Q1 | $664K | Hold |
5,855
| – | – | 0.07% | 126 |
|
|
2023
Q4 | $570K | Hold |
5,855
| – | – | 0.06% | 136 |
|
|
2023
Q3 | $565K | Sell |
5,855
-2
| -0% | -$193 | 0.07% | 133 |
|
|
2023
Q2 | $529K | Sell |
5,857
-44
| -0.7% | -$3.98K | 0.06% | 150 |
|
|
2023
Q1 | $514K | Sell |
5,901
-1,428
| -19% | -$124K | 0.06% | 156 |
|
|
2022
Q4 | $704K | Buy |
7,329
+716
| +11% | +$68.8K | 0.09% | 124 |
|
|
2022
Q3 | $484K | Sell |
6,613
-2,417
| -27% | -$177K | 0.07% | 157 |
|
|
2022
Q2 | $718K | Sell |
9,030
-625
| -6% | -$49.7K | 0.09% | 134 |
|
|
2022
Q1 | $946K | Buy |
9,655
+72
| +0.8% | +$7.06K | 0.11% | 131 |
|
|
2021
Q4 | $916K | Buy |
9,583
+284
| +3% | +$27.1K | 0.1% | 141 |
|
|
2021
Q3 | $875K | Hold |
9,299
| – | – | 0.1% | 140 |
|
|
2021
Q2 | $894K | Buy |
9,299
+2,620
| +39% | +$252K | 0.1% | 135 |
|
|
2021
Q1 | $602K | Sell |
6,679
-987
| -13% | -$89K | 0.09% | 138 |
|
|
2020
Q4 | $616K | Sell |
7,666
-839
| -10% | -$67.4K | 0.09% | 130 |
|
|
2020
Q3 | $557K | Buy |
8,505
+215
| +3% | +$14.1K | 0.09% | 131 |
|
|
2020
Q2 | $514K | Sell |
8,290
-1,170
| -12% | -$72.5K | 0.09% | 131 |
|
|
2020
Q1 | $454K | Sell |
9,460
-5,363
| -36% | -$257K | 0.09% | 119 |
|
|
2019
Q4 | $1.13M | Buy |
14,823
+587
| +4% | +$44.7K | 0.21% | 67 |
|
|
2019
Q3 | $951K | Buy |
14,236
+4,342
| +44% | +$290K | 0.18% | 69 |
|
|
2019
Q2 | $660K | Sell |
9,894
-862
| -8% | -$57.5K | 0.13% | 85 |
|
|
2019
Q1 | $736K | Sell |
10,756
-1,715
| -14% | -$117K | 0.15% | 80 |
|
|
2018
Q4 | $744K | Buy |
+12,471
| New | +$744K | 0.17% | 77 |
|