MWM
Mascoma Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.7K | Hold |
725
| – | – | 0.02% | 138 |
|
|
2025
Q1 | $79.5K | Hold |
725
| – | – | 0.02% | 155 |
|
|
2024
Q4 | $89.8K | Sell |
725
-504
| -41% | -$62.5K | 0.02% | 149 |
|
|
2024
Q3 | $134K | Hold |
1,229
| – | – | 0.03% | 115 |
|
|
2024
Q2 | $135K | Hold |
1,229
| – | – | 0.04% | 115 |
|
|
2024
Q1 | $139K | Hold |
1,229
| – | – | 0.04% | 114 |
|
|
2023
Q4 | $120K | Hold |
1,229
| – | – | 0.04% | 125 |
|
|
2023
Q3 | $119K | Hold |
1,229
| – | – | 0.04% | 127 |
|
|
2023
Q2 | $119K | Sell |
1,229
-33
| -3% | -$3.19K | 0.04% | 127 |
|
|
2023
Q1 | $105K | Sell |
1,262
-100
| -7% | -$8.33K | 0.03% | 160 |
|
|
2022
Q4 | $131K | Sell |
1,362
-123
| -8% | -$11.8K | 0.04% | 141 |
|
|
2022
Q3 | $109K | Hold |
1,485
| – | – | 0.04% | 158 |
|
|
2022
Q2 | $118K | Hold |
1,485
| – | – | 0.04% | 154 |
|
|
2022
Q1 | $146K | Hold |
1,485
| – | – | 0.05% | 146 |
|
|
2021
Q4 | $138K | Sell |
1,485
-1,500
| -50% | -$139K | 0.05% | 132 |
|
|
2021
Q3 | $281K | Hold |
2,985
| – | – | 0.11% | 90 |
|
|
2021
Q2 | $287K | Buy |
2,985
+99
| +3% | +$9.52K | 0.12% | 89 |
|
|
2021
Q1 | $260K | Buy |
2,886
+199
| +7% | +$17.9K | 0.11% | 94 |
|
|
2020
Q4 | $216K | Buy |
+2,687
| New | +$216K | 0.11% | 87 |
|
|
2019
Q3 | – | Sell |
-2,614
| Closed | -$174K | – | 156 |
|
|
2019
Q2 | $174K | Hold |
2,614
| – | – | 0.11% | 82 |
|
|
2019
Q1 | $179K | Sell |
2,614
-840
| -24% | -$57.5K | 0.12% | 73 |
|
|
2018
Q4 | $206K | Sell |
3,454
-355
| -9% | -$21.2K | 0.16% | 63 |
|
|
2018
Q3 | $292K | Hold |
3,809
| – | – | 0.19% | 60 |
|
|
2018
Q2 | $263K | Hold |
3,809
| – | – | 0.19% | 59 |
|
|
2018
Q1 | $260K | Buy |
3,809
+177
| +5% | +$12.1K | 0.17% | 62 |
|
|
2017
Q4 | $256K | Buy |
3,632
+325
| +10% | +$22.9K | 0.16% | 61 |
|
|
2017
Q3 | $208K | Sell |
3,307
-15
| -0.5% | -$943 | 0.14% | 70 |
|
|
2017
Q2 | $198K | Sell |
3,322
-666
| -17% | -$39.7K | 0.13% | 77 |
|
|
2017
Q1 | $239K | Sell |
3,988
-95
| -2% | -$5.69K | 0.17% | 50 |
|
|
2016
Q4 | $228K | Buy |
+4,083
| New | +$228K | 0.17% | 54 |
|