CWM
Cahaba Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Sell |
1,664
-283
| -15% | -$37.7K | 0.02% | 147 |
|
|
2025
Q1 | $213K | Hold |
1,947
| – | – | 0.02% | 137 |
|
|
2024
Q4 | $241K | Hold |
1,947
| – | – | 0.02% | 132 |
|
|
2024
Q3 | $213K | Hold |
1,947
| – | – | 0.02% | 138 |
|
|
2024
Q2 | $214K | Sell |
1,947
-60
| -3% | -$6.61K | 0.02% | 139 |
|
|
2024
Q1 | $228K | Buy |
+2,007
| New | +$228K | 0.02% | 139 |
|
|
2023
Q4 | – | Sell |
-2,342
| Closed | -$226K | – | 144 |
|
|
2023
Q3 | $226K | Hold |
2,342
| – | – | 0.02% | 132 |
|
|
2023
Q2 | $212K | Sell |
2,342
-254
| -10% | -$23K | 0.02% | 140 |
|
|
2023
Q1 | $226K | Sell |
2,596
-174
| -6% | -$15.2K | 0.03% | 131 |
|
|
2022
Q4 | $266K | Sell |
2,770
-29
| -1% | -$2.79K | 0.03% | 117 |
|
|
2022
Q3 | $204K | Sell |
2,799
-71
| -2% | -$5.18K | 0.03% | 127 |
|
|
2022
Q2 | $228K | Sell |
2,870
-537
| -16% | -$42.7K | 0.03% | 122 |
|
|
2022
Q1 | $307K | Buy |
3,407
+668
| +24% | +$60.2K | 0.04% | 112 |
|
|
2021
Q4 | $255K | Buy |
2,739
+97
| +4% | +$9.03K | 0.03% | 124 |
|
|
2021
Q3 | $248K | Buy |
+2,642
| New | +$248K | 0.04% | 118 |
|