OHWA
Oak Hill Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Hold |
5,162
| – | – | 0.15% | 77 |
|
|
2025
Q1 | $566K | Sell |
5,162
-301
| -6% | -$33K | 0.13% | 82 |
|
|
2024
Q4 | $677K | Buy |
+5,463
| New | +$677K | 0.16% | 67 |
|
|
2024
Q3 | – | Sell |
-5,238
| Closed | -$577K | – | 42 |
|
|
2024
Q2 | $577K | Buy |
+5,238
| New | +$577K | 0.17% | 55 |
|
|
2024
Q1 | – | Sell |
-5,951
| Closed | -$579K | – | 34 |
|
|
2023
Q4 | $579K | Hold |
5,951
| – | – | 0.2% | 55 |
|
|
2023
Q3 | $575K | Sell |
5,951
-20
| -0.3% | -$1.93K | 0.22% | 54 |
|
|
2023
Q2 | $540K | Sell |
5,971
-65
| -1% | -$5.88K | 0.2% | 58 |
|
|
2023
Q1 | $526K | Hold |
6,036
| – | – | 0.21% | 59 |
|
|
2022
Q4 | $580K | Buy |
+6,036
| New | +$580K | 0.24% | 61 |
|