Allworth Financial’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 | $3.11M | Buy |
23,289
+2,550
| +12% | +$340K | 0.01% | 399 |
|
|
2025
Q1 | $2.18M | Buy |
20,739
+459
| +2% | +$48.2K | 0.01% | 378 |
|
|
2024
Q4 | $2.64M | Buy |
20,280
+2,127
| +12% | +$276K | 0.01% | 348 |
|
|
2024
Q3 | $1.99M | Sell |
18,153
-811
| -4% | -$88.7K | 0.01% | 340 |
|
|
2024
Q2 | $2.19M | Buy |
18,964
+788
| +4% | +$91.2K | 0.01% | 320 |
|
|
2024
Q1 | $2.06M | Sell |
18,176
-2,281
| -11% | -$259K | 0.01% | 315 |
|
|
2023
Q4 | $1.99M | Buy |
20,457
+376
| +2% | +$36.6K | 0.02% | 305 |
|
|
2023
Q3 | $1.94M | Buy |
20,081
+1,199
| +6% | +$116K | 0.02% | 277 |
|
|
2023
Q2 | $1.71M | Buy |
18,882
+638
| +3% | +$57.7K | 0.01% | 306 |
|
|
2023
Q1 | $1.59M | Sell |
18,244
-462
| -2% | -$40.3K | 0.02% | 290 |
|
|
2022
Q4 | $1.8M | Buy |
18,706
+2,200
| +13% | +$211K | 0.02% | 258 |
|
|
2022
Q3 | $1.21M | Sell |
16,506
-85
| -0.5% | -$6.23K | 0.02% | 289 |
|
|
2022
Q2 | $1.32M | Buy |
16,591
+6,413
| +63% | +$510K | 0.02% | 268 |
|
|
2022
Q1 | $998K | Buy |
10,178
+5,258
| +107% | +$516K | 0.01% | 304 |
|
|
2021
Q4 | $457K | Buy |
4,920
+205
| +4% | +$19K | 0.01% | 391 |
|
|
2021
Q3 | $444K | Buy |
4,715
+3,858
| +450% | +$363K | 0.01% | 341 |
|
|
2021
Q2 | $82K | Buy |
857
+85
| +11% | +$8.13K | ﹤0.01% | 509 |
|
|
2021
Q1 | $70K | Buy |
772
+223
| +41% | +$20.2K | ﹤0.01% | 506 |
|
|
2020
Q4 | $44K | Buy |
549
+308
| +128% | +$24.7K | ﹤0.01% | 503 |
|
|
2020
Q3 | $16K | Buy |
241
+32
| +15% | +$2.12K | ﹤0.01% | 607 |
|
|
2020
Q2 | $13K | Buy |
209
+78
| +60% | +$4.85K | ﹤0.01% | 666 |
|
|
2020
Q1 | $6K | Buy |
131
+23
| +21% | +$1.05K | ﹤0.01% | 818 |
|
|
2019
Q4 | $8K | Sell |
108
-64
| -37% | -$4.74K | ﹤0.01% | 684 |
|
|
2019
Q3 | $11K | Buy |
172
+66
| +62% | +$4.22K | ﹤0.01% | 557 |
|
|
2019
Q2 | $7K | Sell |
106
-1,094
| -91% | -$72.2K | ﹤0.01% | 630 |
|
|
2019
Q1 | $82K | Hold |
1,200
| – | – | ﹤0.01% | 253 |
|
|
2018
Q4 | $72K | Hold |
1,200
| – | – | ﹤0.01% | 246 |
|
|
2018
Q3 | $92K | Sell |
1,200
-18
| -1% | -$1.38K | ﹤0.01% | 220 |
|
|
2018
Q2 | $84K | Buy |
1,218
+18
| +2% | +$1.24K | ﹤0.01% | 220 |
|
|
2018
Q1 | $82K | Hold |
1,200
| – | – | 0.01% | 194 |
|
|
2017
Q4 | $84K | Hold |
1,200
| – | – | 0.01% | 180 |
|
|
2017
Q3 | $75K | Hold |
1,200
| – | – | 0.01% | 190 |
|
|
2017
Q2 | $72K | Buy |
1,200
+1,150
| +2,300% | +$69K | 0.01% | 207 |
|
|
2017
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 601 |
|
|
2016
Q3 | – | Sell |
-35
| Closed | -$2K | – | 705 |
|
|
2016
Q2 | $2K | Buy |
+35
| New | +$2K | ﹤0.01% | 535 |
|