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