WDG
Wealth Dimensions Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $410K | Buy |
3,073
+80
| +3% | +$10.7K | 0.09% | 113 |
|
|
2025
Q1 | $328K | Buy |
2,993
+33
| +1% | +$3.62K | 0.08% | 120 |
|
|
2024
Q4 | $367K | Sell |
2,960
-18
| -0.6% | -$2.23K | 0.09% | 107 |
|
|
2024
Q3 | $326K | Hold |
2,978
| – | – | 0.08% | 109 |
|
|
2024
Q2 | $328K | Hold |
2,978
| – | – | 0.09% | 104 |
|
|
2024
Q1 | $338K | Hold |
2,978
| – | – | 0.1% | 104 |
|
|
2023
Q4 | $290K | Sell |
2,978
-149
| -5% | -$14.5K | 0.09% | 110 |
|
|
2023
Q3 | $302K | Buy |
3,127
+108
| +4% | +$10.4K | 0.11% | 105 |
|
|
2023
Q2 | $273K | Buy |
3,019
+54
| +2% | +$4.88K | 0.1% | 112 |
|
|
2023
Q1 | $258K | Hold |
2,965
| – | – | 0.1% | 109 |
|
|
2022
Q4 | $285K | Hold |
2,965
| – | – | 0.12% | 105 |
|
|
2022
Q3 | $217K | Hold |
2,965
| – | – | 0.11% | 111 |
|
|
2022
Q2 | $236K | Sell |
2,965
-127
| -4% | -$10.1K | 0.11% | 111 |
|
|
2022
Q1 | $303K | Hold |
3,092
| – | – | 0.14% | 104 |
|
|
2021
Q4 | $287K | Hold |
3,092
| – | – | 0.14% | 105 |
|
|
2021
Q3 | $291K | Hold |
3,092
| – | – | 0.19% | 102 |
|
|
2021
Q2 | $298K | Hold |
3,092
| – | – | 0.2% | 92 |
|
|
2021
Q1 | $279K | Sell |
3,092
-120
| -4% | -$10.8K | 0.22% | 88 |
|
|
2020
Q4 | $258K | Buy |
+3,212
| New | +$258K | 0.22% | 90 |
|