WBC
West Branch Capital’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $117K | Sell |
880
-150
| -15% | -$20K | 0.03% | 102 |
|
|
2025
Q1 | $113K | Hold |
1,030
| – | – | 0.04% | 108 |
|
|
2024
Q4 | $128K | Hold |
1,030
| – | – | 0.04% | 101 |
|
|
2024
Q3 | $113K | Hold |
1,030
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $113K | Hold |
1,030
| – | – | 0.04% | 114 |
|
|
2024
Q1 | $117K | Hold |
1,030
| – | – | 0.05% | 113 |
|
|
2023
Q4 | $100K | Hold |
1,030
| – | – | 0.05% | 119 |
|
|
2023
Q3 | $99.5K | Hold |
1,030
| – | – | 0.05% | 112 |
|
|
2023
Q2 | $93.1K | Hold |
1,030
| – | – | 0.05% | 116 |
|
|
2023
Q1 | $89.8K | Sell |
1,030
-180
| -15% | -$15.7K | 0.05% | 118 |
|
|
2022
Q4 | $116K | Hold |
1,210
| – | – | 0.07% | 106 |
|
|
2022
Q3 | $89K | Hold |
1,210
| – | – | 0.06% | 128 |
|
|
2022
Q2 | $96K | Buy |
1,210
+180
| +17% | +$14.3K | 0.06% | 123 |
|
|
2022
Q1 | $101K | Sell |
1,030
-180
| -15% | -$17.7K | 0.05% | 130 |
|
|
2021
Q4 | $112K | Sell |
1,210
-1,012
| -46% | -$93.7K | 0.05% | 134 |
|
|
2021
Q3 | $209K | Sell |
2,222
-50
| -2% | -$4.7K | 0.1% | 82 |
|
|
2021
Q2 | $219K | Hold |
2,272
| – | – | 0.11% | 85 |
|
|
2021
Q1 | $205K | Buy |
+2,272
| New | +$205K | 0.12% | 89 |
|
|
2018
Q4 | – | Sell |
-3,315
| Closed | -$254K | – | 77 |
|
|
2018
Q3 | $254K | Hold |
3,315
| – | – | 0.19% | 81 |
|
|
2018
Q2 | $229K | Hold |
3,315
| – | – | 0.18% | 81 |
|
|
2018
Q1 | $226K | Buy |
+3,315
| New | +$226K | 0.25% | 67 |
|