TLA
Tanglewood Legacy Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Hold |
400
| – | – | 0.02% | 166 |
|
|
2025
Q1 | $43.9K | Sell |
400
-108
| -21% | -$11.8K | 0.02% | 178 |
|
|
2024
Q4 | $62.9K | Hold |
508
| – | – | 0.03% | 157 |
|
|
2024
Q3 | $55.5K | Hold |
508
| – | – | 0.02% | 158 |
|
|
2024
Q2 | $55.9K | Hold |
508
| – | – | 0.03% | 152 |
|
|
2024
Q1 | $57.6K | Hold |
508
| – | – | 0.03% | 151 |
|
|
2023
Q4 | $49.4K | Hold |
508
| – | – | 0.03% | 158 |
|
|
2023
Q3 | $49K | Sell |
508
-155
| -23% | -$15K | 0.03% | 158 |
|
|
2023
Q2 | $59.9K | Sell |
663
-400
| -38% | -$36.1K | 0.03% | 145 |
|
|
2023
Q1 | $92.6K | Hold |
1,063
| – | – | 0.06% | 113 |
|
|
2022
Q4 | $102K | Buy |
+1,063
| New | +$102K | 0.07% | 92 |
|