Allegheny Financial Group’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 | $769K | Buy |
5,767
+719
| +14% | +$95.9K | 0.17% | 111 |
|
2025
Q1 | $554K | Buy |
5,048
+820
| +19% | +$89.9K | 0.14% | 118 |
|
2024
Q4 | $524K | Buy |
4,228
+13
| +0.3% | +$1.61K | 0.14% | 122 |
|
2024
Q3 | $461K | Sell |
4,215
-32
| -0.8% | -$3.5K | 0.11% | 153 |
|
2024
Q2 | $468K | Buy |
4,247
+17
| +0.4% | +$1.87K | 0.13% | 133 |
|
2024
Q1 | $480K | Sell |
4,230
-19
| -0.4% | -$2.16K | 0.15% | 122 |
|
2023
Q4 | $414K | Buy |
+4,249
| New | +$414K | 0.13% | 133 |
|
2021
Q2 | – | Sell |
-3,614
| Closed | -$326K | – | 157 |
|
2021
Q1 | $326K | Sell |
3,614
-532
| -13% | -$48K | 0.24% | 70 |
|
2020
Q4 | $333K | Buy |
+4,146
| New | +$333K | 0.18% | 87 |
|