MWC
MBM Wealth Consultants’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Hold |
2,690
| – | – | 0.1% | 92 |
|
|
2025
Q1 | $295K | Sell |
2,690
-200
| -7% | -$21.9K | 0.09% | 97 |
|
|
2024
Q4 | $353K | Hold |
2,890
| – | – | 0.11% | 81 |
|
|
2024
Q3 | $316K | Sell |
2,890
-92
| -3% | -$10.1K | 0.1% | 82 |
|
|
2024
Q2 | $327K | Buy |
2,982
+92
| +3% | +$10.1K | 0.11% | 73 |
|
|
2024
Q1 | $328K | Sell |
2,890
-72
| -2% | -$8.17K | 0.12% | 74 |
|
|
2023
Q4 | $281K | Sell |
2,962
-1,028
| -26% | -$97.7K | 0.11% | 80 |
|
|
2023
Q3 | $378K | Hold |
3,990
| – | – | 0.16% | 63 |
|
|
2023
Q2 | $368K | Sell |
3,990
-1,300
| -25% | -$120K | 0.16% | 65 |
|
|
2023
Q1 | $348K | Hold |
5,290
| – | – | 0.14% | 67 |
|
|
2022
Q4 | $508K | Hold |
5,290
| – | – | 0.24% | 57 |
|
|
2022
Q3 | $400K | Hold |
5,290
| – | – | 0.19% | 57 |
|
|
2022
Q2 | $421K | Hold |
5,290
| – | – | 0.21% | 56 |
|
|
2022
Q1 | $519K | Sell |
5,290
-1,300
| -20% | -$128K | 0.22% | 60 |
|
|
2021
Q4 | $613K | Buy |
6,590
+390
| +6% | +$36.3K | 0.25% | 55 |
|
|
2021
Q3 | $584K | Buy |
6,200
+4,500
| +265% | +$424K | 0.27% | 47 |
|
|
2021
Q2 | $164K | Hold |
1,700
| – | – | 0.08% | 106 |
|
|
2021
Q1 | $153K | Hold |
1,700
| – | – | 0.08% | 103 |
|
|
2020
Q4 | $137K | Hold |
1,700
| – | – | 0.07% | 98 |
|
|
2020
Q3 | $111K | Hold |
1,700
| – | – | 0.07% | 97 |
|
|
2020
Q2 | $105K | Hold |
1,700
| – | – | 0.07% | 89 |
|
|
2020
Q1 | $81K | Hold |
1,700
| – | – | 0.07% | 95 |
|
|
2019
Q4 | $130K | Hold |
1,700
| – | – | 0.1% | 85 |
|
|
2019
Q3 | $114K | Hold |
1,700
| – | – | 0.09% | 92 |
|
|
2019
Q2 | $114K | Hold |
1,700
| – | – | 0.09% | 92 |
|
|
2019
Q1 | $116K | Hold |
1,700
| – | – | 0.1% | 90 |
|
|
2018
Q4 | $102K | Buy |
+1,700
| New | +$102K | 0.1% | 97 |
|