MWM
MinichMacGregor Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Sell |
2,088
-239
| -10% | -$31.9K | 0.06% | 101 |
|
|
2025
Q1 | $255K | Buy |
2,327
+365
| +19% | +$40K | 0.06% | 108 |
|
|
2024
Q4 | $243K | Hold |
1,962
| – | – | 0.05% | 108 |
|
|
2024
Q3 | $215K | Buy |
1,962
+16
| +0.8% | +$1.75K | 0.05% | 109 |
|
|
2024
Q2 | $214K | Hold |
1,946
| – | – | 0.05% | 97 |
|
|
2024
Q1 | $221K | Buy |
+1,946
| New | +$221K | 0.06% | 98 |
|
|
2023
Q1 | – | Sell |
-1,827
| Closed | -$176K | – | 248 |
|
|
2022
Q4 | $176K | Buy |
+1,827
| New | +$176K | 0.06% | 86 |
|
|
2018
Q4 | – | Sell |
-1,776
| Closed | -$137K | – | 208 |
|
|
2018
Q3 | $137K | Sell |
1,776
-26
| -1% | -$2.01K | 0.09% | 60 |
|
|
2018
Q2 | $125K | Hold |
1,802
| – | – | 0.09% | 62 |
|
|
2018
Q1 | $123K | Hold |
1,802
| – | – | 0.1% | 58 |
|
|
2017
Q4 | $125K | Hold |
1,802
| – | – | 0.1% | 56 |
|
|
2017
Q3 | $113K | Hold |
1,802
| – | – | 0.09% | 61 |
|
|
2017
Q2 | $107K | Sell |
1,802
-2
| -0.1% | -$119 | 0.09% | 58 |
|
|
2017
Q1 | $107K | Hold |
1,804
| – | – | 0.1% | 59 |
|
|
2016
Q4 | $100K | Hold |
1,804
| – | – | 0.09% | 66 |
|
|
2016
Q3 | $98K | Hold |
1,804
| – | – | 0.09% | 66 |
|
|
2016
Q2 | $94K | Hold |
1,804
| – | – | 0.09% | 70 |
|
|
2016
Q1 | $98K | Buy |
1,804
+1,680
| +1,355% | +$91.3K | 0.09% | 65 |
|
|
2015
Q4 | $7K | Buy |
+124
| New | +$7K | 0.01% | 267 |
|