CTWM
Cherry Tree Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Hold |
13,141
| – | – | 0.41% | 50 |
|
|
2025
Q1 | $1.44M | Sell |
13,141
-403
| -3% | -$44.2K | 0.35% | 55 |
|
|
2024
Q4 | $1.68M | Hold |
13,544
| – | – | 0.42% | 49 |
|
|
2024
Q3 | $1.48M | Hold |
13,544
| – | – | 0.35% | 54 |
|
|
2024
Q2 | $1.49M | Sell |
13,544
-1,817
| -12% | -$200K | 0.37% | 52 |
|
|
2024
Q1 | $1.74M | Hold |
15,361
| – | – | 0.44% | 49 |
|
|
2023
Q4 | $1.5M | Hold |
15,361
| – | – | 0.4% | 50 |
|
|
2023
Q3 | $1.48M | Sell |
15,361
-522
| -3% | -$50.4K | 0.43% | 44 |
|
|
2023
Q2 | $1.44M | Buy |
+15,883
| New | +$1.44M | 0.42% | 42 |
|