HWMA
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Heritage Wealth Management (Arizona)’s Emerson Electric EMR Stock Holding History

Heritage Wealth Management (Arizona)’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$1.52M Sell
13,774
-489
-3% -$54.1K 0.84% 30
2024
Q1 		$1.62M Buy
+14,263
New +$1.47M 0.82% 28
2022
Q4 		$72.4K Buy
754
+406
+117% +$36.5K 0.01% 455
2022
Q3 		$25K Buy
348
+43
+14% +$3.57K 0.01% 493
2022
Q2 		$24.3K Hold
305
– – 0.01% 510
2022
Q1 		$30K Buy
+305
New +$28.9K 0.01% 535
2021
Q3 		$45K Hold
481
– – 0.02% 455
2021
Q2 		$46K Sell
481
-87
-15% -$8.18K 0.02% 462
2021
Q1 		$51K Buy
+568
New +$48.9K 0.03% 371

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Wells Fargo
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Norges Bank
Norges Bank Oslo, Norway $935B AUM