Adams 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
Q1 | $867K | Buy |
7,911
+597
| +8% | +$65.5K | 0.17% | 75 |
|
|
2024
Q4 | $906K | Buy |
7,314
+250
| +4% | +$31K | 0.17% | 68 |
|
|
2024
Q3 | $773K | Sell |
7,064
-90
| -1% | -$9.84K | 0.17% | 70 |
|
|
2024
Q2 | $788K | Sell |
7,154
-1,766
| -20% | -$195K | 0.18% | 62 |
|
|
2024
Q1 | $1.01M | Sell |
8,920
-592
| -6% | -$67.1K | 0.25% | 60 |
|
|
2023
Q4 | $926K | Sell |
9,512
-98
| -1% | -$9.54K | 0.27% | 60 |
|
|
2023
Q3 | $928K | Sell |
9,610
-844
| -8% | -$81.5K | 0.31% | 55 |
|
|
2023
Q2 | $945K | Buy |
10,454
+330
| +3% | +$29.8K | 0.3% | 60 |
|
|
2023
Q1 | $882K | Buy |
10,124
+1,397
| +16% | +$122K | 0.28% | 64 |
|
|
2022
Q4 | $838K | Buy |
8,727
+542
| +7% | +$52.1K | 0.3% | 43 |
|
|
2022
Q3 | $599K | Sell |
8,185
-551
| -6% | -$40.3K | 0.22% | 53 |
|
|
2022
Q2 | $695K | Buy |
8,736
+197
| +2% | +$15.7K | 0.26% | 36 |
|
|
2022
Q1 | $837K | Sell |
8,539
-301
| -3% | -$29.5K | 0.27% | 30 |
|
|
2021
Q4 | $822K | Sell |
8,840
-625
| -7% | -$58.1K | 0.24% | 29 |
|
|
2021
Q3 | $892K | Sell |
9,465
-1,263
| -12% | -$119K | 0.34% | 23 |
|
|
2021
Q2 | $1.03M | Sell |
10,728
-341
| -3% | -$32.8K | 0.44% | 25 |
|
|
2021
Q1 | $999K | Sell |
11,069
-672
| -6% | -$60.6K | 0.46% | 24 |
|
|
2020
Q4 | $944K | Sell |
11,741
-805
| -6% | -$64.7K | 0.59% | 21 |
|
|
2020
Q3 | $823K | Sell |
12,546
-1,222
| -9% | -$80.2K | 0.64% | 23 |
|
|
2020
Q2 | $854K | Sell |
13,768
-389
| -3% | -$24.1K | 0.87% | 16 |
|
|
2020
Q1 | $675K | Sell |
14,157
-739
| -5% | -$35.2K | 0.85% | 28 |
|
|
2019
Q4 | $1.14M | Buy |
+14,896
| New | +$1.14M | 0.96% | 30 |
|