WOSD
WFA of San Diego’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $113K | Buy |
+850
| New | +$113K | 0.08% | 129 |
|
|
2024
Q3 | $93K | Hold |
850
| – | – | 0.08% | 131 |
|
|
2024
Q2 | $93.6K | Buy |
+850
| New | +$93.6K | 0.08% | 125 |
|
|
2023
Q3 | $82.1K | Hold |
850
| – | – | 0.08% | 130 |
|
|
2023
Q2 | $76.8K | Buy |
+850
| New | +$76.8K | 0.08% | 135 |
|
|
2023
Q1 | – | Sell |
-50
| Closed | -$4.8K | – | 165 |
|
|
2022
Q4 | $4.8K | Buy |
+50
| New | +$4.8K | ﹤0.01% | 409 |
|
|
2022
Q3 | – | Sell |
-904
| Closed | -$72K | – | 171 |
|
|
2022
Q2 | $72K | Buy |
+904
| New | +$72K | 0.06% | 143 |
|
|
2022
Q1 | – | Sell |
-1,849
| Closed | -$172K | – | 106 |
|
|
2021
Q4 | $172K | Sell |
1,849
-14
| -0.8% | -$1.3K | 0.1% | 123 |
|
|
2021
Q3 | $175K | Buy |
+1,863
| New | +$175K | 0.12% | 110 |
|
|
2020
Q3 | – | Sell |
-10,187
| Closed | -$787K | – | 119 |
|
|
2020
Q2 | $787K | Buy |
+10,187
| New | +$787K | 0.18% | 117 |
|