TSWM
Triangle Securities Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.92M | Buy |
21,903
+1,869
| +9% | +$249K | 0.72% | 42 |
|
|
2025
Q1 | $2.2M | Sell |
20,034
-524
| -3% | -$57.5K | 0.57% | 56 |
|
|
2024
Q4 | $2.55M | Sell |
20,558
-388
| -2% | -$48.1K | 0.65% | 43 |
|
|
2024
Q3 | $2.29M | Sell |
20,946
-180
| -0.9% | -$19.7K | 0.59% | 50 |
|
|
2024
Q2 | $2.33M | Sell |
21,126
-245
| -1% | -$27K | 0.66% | 45 |
|
|
2024
Q1 | $2.42M | Sell |
21,371
-550
| -3% | -$62.4K | 0.69% | 41 |
|
|
2023
Q4 | $2.13M | Sell |
21,921
-70
| -0.3% | -$6.81K | 0.66% | 42 |
|
|
2023
Q3 | $2.12M | Sell |
21,991
-321
| -1% | -$31K | 0.76% | 35 |
|
|
2023
Q2 | $2.02M | Sell |
22,312
-670
| -3% | -$60.6K | 0.69% | 40 |
|
|
2023
Q1 | $2M | Sell |
22,982
-597
| -3% | -$52K | 0.72% | 39 |
|
|
2022
Q4 | $2.26M | Sell |
23,579
-408
| -2% | -$39.2K | 0.83% | 35 |
|
|
2022
Q3 | $1.76M | Sell |
23,987
-195
| -0.8% | -$14.3K | 0.72% | 44 |
|
|
2022
Q2 | $1.92M | Buy |
24,182
+585
| +2% | +$46.5K | 0.75% | 43 |
|
|
2022
Q1 | $2.31M | Sell |
23,597
-220
| -0.9% | -$21.6K | 0.77% | 35 |
|
|
2021
Q4 | $2.21M | Buy |
23,817
+445
| +2% | +$41.4K | 0.69% | 41 |
|
|
2021
Q3 | $2.2M | Sell |
23,372
-200
| -0.8% | -$18.8K | 0.75% | 38 |
|
|
2021
Q2 | $2.27M | Sell |
23,572
-190
| -0.8% | -$18.3K | 0.77% | 36 |
|
|
2021
Q1 | $2.14M | Sell |
23,762
-330
| -1% | -$29.8K | 0.78% | 39 |
|
|
2020
Q4 | $1.94M | Sell |
24,092
-775
| -3% | -$62.3K | 0.77% | 38 |
|
|
2020
Q3 | $1.63M | Sell |
24,867
-318
| -1% | -$20.9K | 0.74% | 41 |
|
|
2020
Q2 | $1.56M | Buy |
25,185
+200
| +0.8% | +$12.4K | 0.75% | 45 |
|
|
2020
Q1 | $1.19M | Buy |
24,985
+1,700
| +7% | +$81K | 0.69% | 52 |
|
|
2019
Q4 | $1.78M | Sell |
23,285
-257
| -1% | -$19.6K | 0.77% | 41 |
|
|
2019
Q3 | $1.57M | Buy |
23,542
+530
| +2% | +$35.4K | 0.77% | 44 |
|
|
2019
Q2 | $1.49M | Buy |
23,012
+1,742
| +8% | +$113K | 0.76% | 45 |
|
|
2019
Q1 | $1.46M | Sell |
21,270
-100
| -0.5% | -$6.85K | 0.76% | 44 |
|
|
2018
Q4 | $1.28M | Buy |
21,370
+3,125
| +17% | +$187K | 0.75% | 45 |
|
|
2018
Q3 | $1.4M | Sell |
18,245
-236
| -1% | -$18.1K | 0.74% | 48 |
|
|
2018
Q2 | $1.28M | Sell |
18,481
-350
| -2% | -$24.2K | 0.71% | 46 |
|
|
2018
Q1 | $1.29M | Sell |
18,831
-600
| -3% | -$41K | 0.74% | 48 |
|
|
2017
Q4 | $1.35M | Sell |
19,431
-260
| -1% | -$18.1K | 0.77% | 43 |
|
|
2017
Q3 | $1.24M | Buy |
19,691
+230
| +1% | +$14.4K | 0.74% | 44 |
|
|
2017
Q2 | $1.16M | Buy |
19,461
+1,070
| +6% | +$63.8K | 0.77% | 43 |
|
|
2017
Q1 | $1.1M | Sell |
18,391
-880
| -5% | -$52.7K | 0.7% | 48 |
|
|
2016
Q4 | $1.07M | Sell |
19,271
-550
| -3% | -$30.7K | 0.72% | 47 |
|
|
2016
Q3 | $1.08M | Sell |
19,821
-170
| -0.9% | -$9.26K | 0.75% | 46 |
|
|
2016
Q2 | $1.04M | Sell |
19,991
-225
| -1% | -$11.7K | 0.78% | 46 |
|
|
2016
Q1 | $1.1M | Buy |
20,216
+1,200
| +6% | +$65.2K | 0.72% | 47 |
|
|
2015
Q4 | $910K | Buy |
19,016
+895
| +5% | +$42.8K | 0.61% | 51 |
|
|
2015
Q3 | $800K | Buy |
18,121
+6,350
| +54% | +$280K | 0.6% | 53 |
|
|
2015
Q2 | $652K | Buy |
11,771
+1,315
| +13% | +$72.8K | 0.46% | 73 |
|
|
2015
Q1 | $592K | Buy |
+10,456
| New | +$592K | 0.41% | 77 |
|