MGWM
Marks Group Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.47M | Hold |
11,054
| – | – | 0.14% | 146 |
|
|
2025
Q1 | $1.21M | Sell |
11,054
-500
| -4% | -$54.8K | 0.12% | 168 |
|
|
2024
Q4 | $1.43M | Sell |
11,554
-500
| -4% | -$62K | 0.14% | 142 |
|
|
2024
Q3 | $1.32M | Sell |
12,054
-87
| -0.7% | -$9.52K | 0.13% | 156 |
|
|
2024
Q2 | $1.34M | Sell |
12,141
-124
| -1% | -$13.7K | 0.14% | 149 |
|
|
2024
Q1 | $1.39M | Sell |
12,265
-278
| -2% | -$31.5K | 0.15% | 146 |
|
|
2023
Q4 | $1.22M | Buy |
12,543
+54
| +0.4% | +$5.26K | 0.14% | 152 |
|
|
2023
Q3 | $1.21M | Hold |
12,489
| – | – | 0.15% | 148 |
|
|
2023
Q2 | $1.13M | Sell |
12,489
-56
| -0.4% | -$5.06K | 0.13% | 155 |
|
|
2023
Q1 | $1.09M | Hold |
12,545
| – | – | 0.14% | 153 |
|
|
2022
Q4 | $1.21M | Hold |
12,545
| – | – | 0.16% | 144 |
|
|
2022
Q3 | $919K | Sell |
12,545
-46
| -0.4% | -$3.37K | 0.14% | 159 |
|
|
2022
Q2 | $1M | Buy |
12,591
+46
| +0.4% | +$3.66K | 0.14% | 157 |
|
|
2022
Q1 | $1.23M | Buy |
12,545
+267
| +2% | +$26.2K | 0.15% | 146 |
|
|
2021
Q4 | $1.14M | Buy |
+12,278
| New | +$1.14M | 0.14% | 157 |
|