CWP
CFM Wealth Partners’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $210K | Sell |
1,575
-350
| -18% | -$46.7K | 0.03% | 138 |
|
|
2025
Q1 | $211K | Buy |
1,925
+83
| +5% | +$9.1K | 0.04% | 136 |
|
|
2024
Q4 | $228K | Sell |
1,842
-68
| -4% | -$8.43K | 0.04% | 129 |
|
|
2024
Q3 | $209K | Sell |
1,910
-169
| -8% | -$18.5K | 0.04% | 138 |
|
|
2024
Q2 | $229K | Sell |
2,079
-789
| -28% | -$86.9K | 0.04% | 140 |
|
|
2024
Q1 | $325K | Buy |
2,868
+140
| +5% | +$15.9K | 0.07% | 124 |
|
|
2023
Q4 | $266K | Hold |
2,728
| – | – | 0.06% | 140 |
|
|
2023
Q3 | $263K | Hold |
2,728
| – | – | 0.07% | 126 |
|
|
2023
Q2 | $247K | Buy |
2,728
+42
| +2% | +$3.8K | 0.06% | 150 |
|
|
2023
Q1 | $234K | Hold |
2,686
| – | – | 0.06% | 140 |
|
|
2022
Q4 | $258K | Buy |
+2,686
| New | +$258K | 0.08% | 143 |
|
|
2022
Q3 | – | Sell |
-2,686
| Closed | -$214K | – | 156 |
|
|
2022
Q2 | $214K | Hold |
2,686
| – | – | 0.06% | 158 |
|
|
2022
Q1 | $263K | Buy |
+2,686
| New | +$263K | 0.06% | 157 |
|
|
2020
Q3 | – | Sell |
-2,057
| Closed | -$127K | – | 252 |
|
|
2020
Q2 | $127K | Sell |
2,057
-400
| -16% | -$24.7K | 0.05% | 178 |
|
|
2020
Q1 | $117K | Sell |
2,457
-13
| -0.5% | -$619 | 0.05% | 178 |
|
|
2019
Q4 | $192K | Buy |
+2,470
| New | +$192K | 0.07% | 148 |
|