OWA
One Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
1,640
-206
| -11% | -$27.5K | 0.03% | 268 |
|
|
2025
Q1 | $202K | Buy |
1,846
+99
| +6% | +$10.9K | 0.03% | 277 |
|
|
2024
Q4 | $217K | Buy |
+1,747
| New | +$217K | 0.03% | 229 |
|
|
2023
Q1 | – | Sell |
-305
| Closed | -$29.3K | – | 320 |
|
|
2022
Q4 | $29.3K | Buy |
+305
| New | +$29.3K | 0.01% | 481 |
|