MWM
Modera Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
206,878
-1,814
| -0.9% | -$242K | 0.34% | 64 |
|
|
2025
Q1 | $22.9M | Sell |
208,692
-3,366
| -2% | -$369K | 0.31% | 72 |
|
|
2024
Q4 | $26.3M | Sell |
212,058
-2,960
| -1% | -$367K | 0.32% | 64 |
|
|
2024
Q3 | $23.5M | Sell |
215,018
-1,752
| -0.8% | -$192K | 0.3% | 71 |
|
|
2024
Q2 | $23.9M | Sell |
216,770
-4,057
| -2% | -$447K | 0.35% | 67 |
|
|
2024
Q1 | $25M | Sell |
220,827
-3,332
| -1% | -$378K | 0.38% | 63 |
|
|
2023
Q4 | $21.8M | Sell |
224,159
-10,761
| -5% | -$1.05M | 0.36% | 66 |
|
|
2023
Q3 | $22.7M | Sell |
234,920
-18,215
| -7% | -$1.76M | 0.43% | 59 |
|
|
2023
Q2 | $22.9M | Buy |
+253,135
| New | +$22.9M | 0.42% | 61 |
|
|
2022
Q1 | – | Sell |
-5,064
| Closed | -$471K | – | 424 |
|
|
2021
Q4 | $471K | Buy |
+5,064
| New | +$471K | 0.02% | 293 |
|
|
2019
Q2 | – | Sell |
-4,482
| Closed | -$307K | – | 149 |
|
|
2019
Q1 | $307K | Buy |
+4,482
| New | +$307K | 0.06% | 104 |
|