Accel Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $484K | Sell |
3,630
-9
| -0.2% | -$1.2K | 0.16% | 140 |
|
|
2025
Q1 | $399K | Sell |
3,639
-75
| -2% | -$8.22K | 0.14% | 144 |
|
|
2024
Q4 | $460K | Sell |
3,714
-240
| -6% | -$29.7K | 0.17% | 135 |
|
|
2024
Q3 | $432K | Buy |
3,954
+107
| +3% | +$11.7K | 0.16% | 143 |
|
|
2024
Q2 | $424K | Buy |
3,847
+605
| +19% | +$66.7K | 0.17% | 127 |
|
|
2024
Q1 | $368K | Buy |
3,242
+3
| +0.1% | +$340 | 0.16% | 135 |
|
|
2023
Q4 | $315K | Buy |
3,239
+114
| +4% | +$11.1K | 0.16% | 136 |
|
|
2023
Q3 | $302K | Sell |
3,125
-98
| -3% | -$9.47K | 0.17% | 122 |
|
|
2023
Q2 | $291K | Sell |
3,223
-72
| -2% | -$6.51K | 0.16% | 127 |
|
|
2023
Q1 | $287K | Buy |
3,295
+7
| +0.2% | +$610 | 0.12% | 167 |
|
|
2022
Q4 | $316K | Sell |
3,288
-92
| -3% | -$8.84K | 0.15% | 115 |
|
|
2022
Q3 | $264K | Buy |
3,380
+13
| +0.4% | +$1.02K | 0.14% | 136 |
|
|
2022
Q2 | $268K | Sell |
3,367
-787
| -19% | -$62.6K | 0.15% | 124 |
|
|
2022
Q1 | $409K | Sell |
4,154
-88
| -2% | -$8.66K | 0.21% | 92 |
|
|
2021
Q4 | $394K | Buy |
4,242
+610
| +17% | +$56.7K | 0.19% | 94 |
|
|
2021
Q3 | $342K | Buy |
3,632
+187
| +5% | +$17.6K | 0.22% | 81 |
|
|
2021
Q2 | $332K | Buy |
3,445
+306
| +10% | +$29.5K | 0.22% | 89 |
|
|
2021
Q1 | $283K | Buy |
3,139
+105
| +3% | +$9.47K | 0.23% | 92 |
|
|
2020
Q4 | $244K | Buy |
+3,034
| New | +$244K | 0.23% | 93 |
|