SW
SkyOak Wealth’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.34M | Hold |
25,063
| – | – | 0.67% | 40 |
|
|
2025
Q1 | $2.75M | Sell |
25,063
-113
| -0.4% | -$12.4K | 0.6% | 46 |
|
|
2024
Q4 | $3.12M | Sell |
25,176
-282
| -1% | -$34.9K | 0.67% | 39 |
|
|
2024
Q3 | $2.78M | Sell |
25,458
-20
| -0.1% | -$2.19K | 0.62% | 44 |
|
|
2024
Q2 | $2.81M | Sell |
25,478
-373
| -1% | -$41.1K | 0.66% | 39 |
|
|
2024
Q1 | $2.93M | Sell |
25,851
-256
| -1% | -$29K | 0.7% | 35 |
|
|
2023
Q4 | $2.54M | Sell |
26,107
-417
| -2% | -$40.6K | 0.66% | 36 |
|
|
2023
Q3 | $2.56M | Sell |
26,524
-263
| -1% | -$25.4K | 0.75% | 34 |
|
|
2023
Q2 | $2.42M | Sell |
26,787
-1,039
| -4% | -$93.9K | 0.68% | 39 |
|
|
2023
Q1 | $2.42M | Sell |
27,826
-190
| -0.7% | -$16.6K | 0.74% | 35 |
|
|
2022
Q4 | $2.69M | Hold |
28,016
| – | – | 0.9% | 29 |
|
|
2022
Q3 | $2.05M | Sell |
28,016
-561
| -2% | -$41.1K | 0.74% | 38 |
|
|
2022
Q2 | $2.27M | Sell |
28,577
-144
| -0.5% | -$11.5K | 0.78% | 36 |
|
|
2022
Q1 | $2.82M | Sell |
28,721
-69
| -0.2% | -$6.77K | 0.78% | 38 |
|
|
2021
Q4 | $2.68M | Buy |
28,790
+140
| +0.5% | +$13K | 0.68% | 46 |
|
|
2021
Q3 | $2.7M | Buy |
28,650
+6
| +0% | +$565 | 0.73% | 36 |
|
|
2021
Q2 | $2.76M | Sell |
28,644
-639
| -2% | -$61.5K | 0.74% | 36 |
|
|
2021
Q1 | $2.7M | Sell |
29,283
-306
| -1% | -$28.2K | 0.75% | 37 |
|
|
2020
Q4 | $2.38M | Sell |
29,589
-342
| -1% | -$27.5K | 0.74% | 43 |
|
|
2020
Q3 | $1.96M | Sell |
29,931
-663
| -2% | -$43.5K | 0.71% | 44 |
|
|
2020
Q2 | $1.9M | Sell |
30,594
-105
| -0.3% | -$6.51K | 0.7% | 37 |
|
|
2020
Q1 | $1.46M | Sell |
30,699
-2,253
| -7% | -$107K | 0.75% | 36 |
|
|
2019
Q4 | $2.51M | Buy |
+32,952
| New | +$2.51M | 0.78% | 36 |
|