Altium 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 | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | $1.87M | Sell |
23,447
-1,930
| -8% | -$154K | 0.13% | 88 |
|
2022
Q1 | $2.49M | Buy |
25,377
+2,033
| +9% | +$199K | 0.16% | 76 |
|
2021
Q4 | $2.17M | Buy |
23,344
+578
| +3% | +$53.7K | 0.14% | 83 |
|
2021
Q3 | $2.15M | Buy |
22,766
+1,716
| +8% | +$162K | 0.15% | 76 |
|
2021
Q2 | $2.03M | Buy |
21,050
+927
| +5% | +$89.2K | 0.15% | 75 |
|
2021
Q1 | $1.82M | Buy |
20,123
+3,241
| +19% | +$292K | 0.15% | 80 |
|
2020
Q4 | $1.36M | Buy |
16,882
+1,655
| +11% | +$133K | 0.12% | 91 |
|
2020
Q3 | $998K | Buy |
15,227
+710
| +5% | +$46.5K | 0.1% | 96 |
|
2020
Q2 | $901K | Sell |
14,517
-16
| -0.1% | -$993 | 0.1% | 100 |
|
2020
Q1 | $693K | Buy |
14,533
+3,455
| +31% | +$165K | 0.1% | 106 |
|
2019
Q4 | $845K | Buy |
11,078
+1,107
| +11% | +$84.4K | 0.1% | 112 |
|
2019
Q3 | $667K | Buy |
9,971
+67
| +0.7% | +$4.48K | 0.09% | 134 |
|
2019
Q2 | $661K | Sell |
9,904
-950
| -9% | -$63.4K | 0.1% | 136 |
|
2019
Q1 | $743K | Buy |
10,854
+539
| +5% | +$36.9K | 0.12% | 122 |
|
2018
Q4 | $616K | Buy |
10,315
+1,882
| +22% | +$112K | 0.12% | 125 |
|
2018
Q3 | $646K | Buy |
8,433
+182
| +2% | +$13.9K | 0.12% | 133 |
|
2018
Q2 | $570K | Buy |
8,251
+1,477
| +22% | +$102K | 0.15% | 104 |
|
2018
Q1 | $463K | Buy |
6,774
+456
| +7% | +$31.2K | 0.18% | 90 |
|
2017
Q4 | $440K | Buy |
+6,318
| New | +$440K | 0.2% | 90 |
|