HWMG
Hurlow Wealth Management Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $709K | Sell |
5,317
-1
| -0% | -$133 | 0.2% | 47 |
|
|
2025
Q1 | $583K | Buy |
5,318
+2
| +0% | +$219 | 0.18% | 50 |
|
|
2024
Q4 | $659K | Sell |
5,316
-402
| -7% | -$49.8K | 0.21% | 47 |
|
|
2024
Q3 | $625K | Sell |
5,718
-205
| -3% | -$22.4K | 0.2% | 53 |
|
|
2024
Q2 | $652K | Sell |
5,923
-148
| -2% | -$16.3K | 0.22% | 45 |
|
|
2024
Q1 | $689K | Hold |
6,071
| – | – | 0.24% | 45 |
|
|
2023
Q4 | $591K | Hold |
6,071
| – | – | 0.22% | 51 |
|
|
2023
Q3 | $586K | Sell |
6,071
-196
| -3% | -$18.9K | 0.26% | 47 |
|
|
2023
Q2 | $566K | Sell |
6,267
-4
| -0.1% | -$362 | 0.24% | 51 |
|
|
2023
Q1 | $546K | Sell |
6,271
-38
| -0.6% | -$3.31K | 0.25% | 50 |
|
|
2022
Q4 | $606K | Buy |
6,309
+18
| +0.3% | +$1.73K | 0.32% | 48 |
|
|
2022
Q3 | $461K | Sell |
6,291
-75
| -1% | -$5.5K | 0.27% | 50 |
|
|
2022
Q2 | $506K | Hold |
6,366
| – | – | 0.29% | 47 |
|
|
2022
Q1 | $624K | Buy |
6,366
+206
| +3% | +$20.2K | 0.38% | 40 |
|
|
2021
Q4 | $489K | Sell |
6,160
-206
| -3% | -$16.4K | 0.38% | 48 |
|
|
2021
Q3 | $600K | Hold |
6,366
| – | – | 0.36% | 40 |
|
|
2021
Q2 | $613K | Buy |
6,366
+206
| +3% | +$19.8K | 0.4% | 38 |
|
|
2021
Q1 | $556K | Buy |
6,160
+450
| +8% | +$40.6K | 0.4% | 43 |
|
|
2020
Q4 | $459K | Hold |
5,710
| – | – | 0.36% | 49 |
|
|
2020
Q3 | $374K | Hold |
5,710
| – | – | 0.34% | 53 |
|
|
2020
Q2 | $347K | Hold |
5,710
| – | – | 0.33% | 57 |
|
|
2020
Q1 | $274K | Sell |
5,710
-662
| -10% | -$31.8K | 0.29% | 69 |
|
|
2019
Q4 | $486K | Hold |
6,372
| – | – | 0.48% | 46 |
|
|
2019
Q3 | $428K | Sell |
6,372
-195
| -3% | -$13.1K | 0.45% | 49 |
|
|
2019
Q2 | $433K | Sell |
6,567
-84
| -1% | -$5.54K | 0.46% | 48 |
|
|
2019
Q1 | $472K | Sell |
6,651
-162
| -2% | -$11.5K | 0.51% | 43 |
|
|
2018
Q4 | $425K | Buy |
+6,813
| New | +$425K | 0.51% | 41 |
|