VW
Vantage Wealth’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.3M | Sell |
167,230
-4,780
| -3% | -$637K | 5.05% | 2 |
|
|
2025
Q1 | $18.9M | Sell |
172,010
-2,145
| -1% | -$235K | 4.27% | 9 |
|
|
2024
Q4 | $21.6M | Sell |
174,155
-2,215
| -1% | -$275K | 4.65% | 7 |
|
|
2024
Q3 | $19.3M | Sell |
176,370
-290
| -0.2% | -$31.7K | 4.17% | 11 |
|
|
2024
Q2 | $19.5M | Sell |
176,660
-2,635
| -1% | -$290K | 4.49% | 8 |
|
|
2024
Q1 | $20.3M | Sell |
179,295
-21,597
| -11% | -$2.45M | 4.74% | 6 |
|
|
2023
Q4 | $19.6M | Buy |
200,892
+16,347
| +9% | +$1.59M | 4.3% | 11 |
|
|
2023
Q3 | $17.8M | Buy |
184,545
+1,655
| +0.9% | +$160K | 4.47% | 8 |
|
|
2023
Q2 | $16.5M | Sell |
182,890
-1,085
| -0.6% | -$98.1K | 4.25% | 14 |
|
|
2023
Q1 | $16M | Buy |
+183,975
| New | +$16M | 4.45% | 13 |
|
|
2016
Q1 | – | Sell |
-44,710
| Closed | -$2.14M | – | 24 |
|
|
2015
Q4 | $2.14M | Sell |
44,710
-5,190
| -10% | -$248K | 1.23% | 25 |
|
|
2015
Q3 | $2.2M | Sell |
49,900
-49,995
| -50% | -$2.21M | 1.34% | 25 |
|
|
2015
Q2 | $5.54M | Buy |
99,895
+1,075
| +1% | +$59.6K | 3.21% | 23 |
|
|
2015
Q1 | $5.6M | Buy |
98,820
+7,025
| +8% | +$398K | 3.25% | 24 |
|
|
2014
Q4 | $5.67M | Buy |
91,795
+3,520
| +4% | +$217K | 3.31% | 23 |
|
|
2014
Q3 | $5.52M | Buy |
88,275
+1,675
| +2% | +$105K | 3.54% | 20 |
|
|
2014
Q2 | $5.44M | Sell |
86,600
-1,550
| -2% | -$97.4K | 3.62% | 21 |
|
|
2014
Q1 | $5.89M | Buy |
88,150
+2,000
| +2% | +$134K | 3.76% | 16 |
|
|
2013
Q4 | $6.05M | Sell |
86,150
-685
| -0.8% | -$48.1K | 3.91% | 10 |
|
|
2013
Q3 | $5.62M | Sell |
86,835
-750
| -0.9% | -$48.5K | 4.43% | 8 |
|
|
2013
Q2 | $4.78M | Buy |
+87,585
| New | +$4.78M | 3.8% | 19 |
|