WKWM
Walter & Keenan Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $284K | Buy |
2,131
+136
| +7% | +$18.1K | 0.08% | 131 |
|
|
2025
Q1 | $219K | Buy |
1,995
+76
| +4% | +$8.33K | 0.07% | 141 |
|
|
2024
Q4 | $238K | Buy |
1,919
+14
| +0.7% | +$1.74K | 0.07% | 138 |
|
|
2024
Q3 | $208K | Buy |
+1,905
| New | +$208K | 0.06% | 147 |
|
|
2023
Q1 | – | Sell |
-3,779
| Closed | -$363K | – | 146 |
|
|
2022
Q4 | $363K | Buy |
3,779
+640
| +20% | +$61.5K | 0.14% | 111 |
|
|
2022
Q3 | $230K | Sell |
3,139
-11
| -0.3% | -$806 | 0.1% | 129 |
|
|
2022
Q2 | $251K | Hold |
3,150
| – | – | 0.1% | 129 |
|
|
2022
Q1 | $309K | Hold |
3,150
| – | – | 0.1% | 124 |
|
|
2021
Q4 | $293K | Sell |
3,150
-1,500
| -32% | -$140K | 0.1% | 125 |
|
|
2021
Q3 | $438K | Hold |
4,650
| – | – | 0.15% | 104 |
|
|
2021
Q2 | $448K | Hold |
4,650
| – | – | 0.15% | 96 |
|
|
2021
Q1 | $420K | Sell |
4,650
-2,831
| -38% | -$256K | 0.15% | 98 |
|
|
2020
Q4 | $601K | Sell |
7,481
-150
| -2% | -$12.1K | 0.22% | 86 |
|
|
2020
Q3 | $500K | Sell |
7,631
-1,069
| -12% | -$70K | 0.2% | 90 |
|
|
2020
Q2 | $540K | Buy |
+8,700
| New | +$540K | 0.22% | 88 |
|
|
2020
Q1 | – | Sell |
-6,700
| Closed | -$511K | – | 141 |
|
|
2019
Q4 | $511K | Sell |
6,700
-4,000
| -37% | -$305K | 0.2% | 93 |
|
|
2019
Q3 | $715K | Buy |
+10,700
| New | +$715K | 0.27% | 79 |
|
|
2019
Q1 | – | Sell |
-3,598
| Closed | -$215K | – | 158 |
|
|
2018
Q4 | $215K | Sell |
3,598
-265
| -7% | -$15.8K | 0.1% | 142 |
|
|
2018
Q3 | $296 | Hold |
3,863
| – | – | 0.09% | 132 |
|
|
2018
Q2 | $267K | Hold |
3,863
| – | – | 0.11% | 139 |
|
|
2018
Q1 | $264K | Sell |
3,863
-165
| -4% | -$11.3K | 0.11% | 144 |
|
|
2017
Q4 | $281K | Buy |
4,028
+303
| +8% | +$21.1K | 0.12% | 138 |
|
|
2017
Q3 | $234K | Buy |
+3,725
| New | +$234K | 0.11% | 148 |
|