WPWM
Windward Private Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $320K | Hold |
2,400
| – | – | 0.12% | 35 |
|
|
2025
Q1 | $263K | Hold |
2,400
| – | – | 0.1% | 38 |
|
|
2024
Q4 | $297K | Hold |
2,400
| – | – | 0.12% | 39 |
|
|
2024
Q3 | $262K | Hold |
2,400
| – | – | 0.1% | 43 |
|
|
2024
Q2 | $264K | Hold |
2,400
| – | – | 0.11% | 43 |
|
|
2024
Q1 | $272K | Hold |
2,400
| – | – | 0.11% | 44 |
|
|
2023
Q4 | $234K | Hold |
2,400
| – | – | 0.1% | 46 |
|
|
2023
Q3 | $232K | Hold |
2,400
| – | – | 0.1% | 44 |
|
|
2023
Q2 | $217K | Hold |
2,400
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $209K | Hold |
2,400
| – | – | 0.09% | 46 |
|
|
2022
Q4 | $231K | Buy |
+2,400
| New | +$231K | 0.1% | 46 |
|
|
2022
Q2 | – | Sell |
-2,400
| Closed | -$235K | – | 46 |
|
|
2022
Q1 | $235K | Hold |
2,400
| – | – | 0.1% | 45 |
|
|
2021
Q4 | $223K | Hold |
2,400
| – | – | 0.09% | 46 |
|
|
2021
Q3 | $226K | Hold |
2,400
| – | – | 0.09% | 45 |
|
|
2021
Q2 | $231K | Hold |
2,400
| – | – | 0.09% | 45 |
|
|
2021
Q1 | $217K | Buy |
+2,400
| New | +$217K | 0.1% | 45 |
|