MWM
Mattern Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
13,834
-708
| -5% | -$94.4K | 0.38% | 46 |
|
|
2025
Q1 | $1.59M | Sell |
14,542
-964
| -6% | -$106K | 0.35% | 51 |
|
|
2024
Q4 | $1.92M | Sell |
15,506
-305
| -2% | -$37.8K | 0.42% | 51 |
|
|
2024
Q3 | $1.73M | Sell |
15,811
-9,867
| -38% | -$1.08M | 0.38% | 55 |
|
|
2024
Q2 | $2.83M | Sell |
25,678
-1,445
| -5% | -$159K | 0.68% | 43 |
|
|
2024
Q1 | $3.08M | Buy |
27,123
+344
| +1% | +$39K | 0.75% | 35 |
|
|
2023
Q4 | $2.61M | Buy |
26,779
+895
| +3% | +$87.1K | 0.67% | 41 |
|
|
2023
Q3 | $2.5M | Buy |
25,884
+343
| +1% | +$33.1K | 0.73% | 37 |
|
|
2023
Q2 | $2.31M | Buy |
25,541
+1,220
| +5% | +$110K | 0.67% | 42 |
|
|
2023
Q1 | $2.12M | Sell |
24,321
-1,814
| -7% | -$158K | 0.7% | 42 |
|
|
2022
Q4 | $2.51M | Sell |
26,135
-42
| -0.2% | -$4.04K | 1.02% | 30 |
|
|
2022
Q3 | $1.92M | Buy |
26,177
+445
| +2% | +$32.6K | 0.77% | 37 |
|
|
2022
Q2 | $2.05M | Buy |
25,732
+232
| +0.9% | +$18.5K | 0.8% | 35 |
|
|
2022
Q1 | $2.5M | Buy |
25,500
+4,075
| +19% | +$400K | 0.82% | 36 |
|
|
2021
Q4 | $1.99M | Buy |
21,425
+180
| +0.8% | +$16.7K | 0.59% | 42 |
|
|
2021
Q3 | $2M | Buy |
21,245
+41
| +0.2% | +$3.86K | 0.67% | 43 |
|
|
2021
Q2 | $2.06M | Sell |
21,204
-262
| -1% | -$25.5K | 0.66% | 44 |
|
|
2021
Q1 | $1.94M | Buy |
21,466
+749
| +4% | +$67.6K | 0.68% | 42 |
|
|
2020
Q4 | $1.67M | Sell |
20,717
-2
| -0% | -$161 | 0.63% | 45 |
|
|
2020
Q3 | $1.36M | Buy |
20,719
+1,454
| +8% | +$95.4K | 0.58% | 52 |
|
|
2020
Q2 | $1.2M | Sell |
19,265
-1,939
| -9% | -$120K | 0.58% | 55 |
|
|
2020
Q1 | $1.01M | Buy |
21,204
+590
| +3% | +$28.1K | 0.73% | 45 |
|
|
2019
Q4 | $1.57M | Buy |
+20,614
| New | +$1.57M | 0.94% | 41 |
|