TPWM
Twelve Points Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.74M | Buy |
13,087
+626
| +5% | +$83.5K | 0.47% | 54 |
|
|
2025
Q1 | $1.37M | Buy |
12,461
+1,729
| +16% | +$190K | 0.37% | 66 |
|
|
2024
Q4 | $1.33M | Buy |
10,732
+1,218
| +13% | +$151K | 0.38% | 63 |
|
|
2024
Q3 | $1.04M | Buy |
9,514
+807
| +9% | +$88.3K | 0.33% | 74 |
|
|
2024
Q2 | $959K | Buy |
8,707
+673
| +8% | +$74.1K | 0.34% | 76 |
|
|
2024
Q1 | $911K | Sell |
8,034
-72
| -0.9% | -$8.17K | 0.33% | 73 |
|
|
2023
Q4 | $789K | Buy |
8,106
+668
| +9% | +$65K | 0.37% | 77 |
|
|
2023
Q3 | $718K | Buy |
7,438
+673
| +10% | +$65K | 0.36% | 77 |
|
|
2023
Q2 | $611K | Buy |
6,765
+820
| +14% | +$74.1K | 0.33% | 88 |
|
|
2023
Q1 | $518K | Buy |
5,945
+1,483
| +33% | +$129K | 0.3% | 98 |
|
|
2022
Q4 | $429K | Sell |
4,462
-14
| -0.3% | -$1.35K | 0.29% | 104 |
|
|
2022
Q3 | $328K | Buy |
4,476
+107
| +2% | +$7.84K | 0.25% | 126 |
|
|
2022
Q2 | $348K | Buy |
4,369
+928
| +27% | +$73.9K | 0.27% | 128 |
|
|
2022
Q1 | $337K | Buy |
3,441
+968
| +39% | +$94.8K | 0.25% | 132 |
|
|
2021
Q4 | $230K | Buy |
+2,473
| New | +$230K | 0.19% | 149 |
|