Accurate 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 | $454K | Buy |
3,229
+292
| +10% | +$41.1K | 0.07% | 275 |
|
2025
Q1 | $295K | Buy |
2,937
+66
| +2% | +$6.63K | 0.06% | 289 |
|
2024
Q4 | $339K | Sell |
2,871
-758
| -21% | -$89.4K | 0.07% | 277 |
|
2024
Q3 | $397K | Buy |
3,629
+87
| +2% | +$9.51K | 0.08% | 239 |
|
2024
Q2 | $414K | Buy |
3,542
+14
| +0.4% | +$1.64K | 0.1% | 189 |
|
2024
Q1 | $383K | Sell |
3,528
-191
| -5% | -$20.7K | 0.11% | 176 |
|
2023
Q4 | $353K | Sell |
3,719
-176
| -5% | -$16.7K | 0.11% | 180 |
|
2023
Q3 | $374K | Buy |
3,895
+653
| +20% | +$62.7K | 0.12% | 169 |
|
2023
Q2 | $299K | Buy |
3,242
+41
| +1% | +$3.78K | 0.09% | 202 |
|
2023
Q1 | $270K | Buy |
3,201
+316
| +11% | +$26.7K | 0.09% | 202 |
|
2022
Q4 | $282K | Sell |
2,885
-925
| -24% | -$90.5K | 0.1% | 176 |
|
2022
Q3 | $299K | Buy |
+3,810
| New | +$299K | 0.12% | 134 |
|
2022
Q2 | – | Sell |
-2,360
| Closed | -$231K | – | 164 |
|
2022
Q1 | $231K | Buy |
+2,360
| New | +$231K | 0.1% | 152 |
|