Aries 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
Q2 | $909K | Sell |
6,819
-484
| -7% | -$64.5K | 0.24% | 95 |
|
|
2025
Q1 | $801K | Hold |
7,303
| – | – | 0.22% | 103 |
|
|
2024
Q4 | $905K | Sell |
7,303
-179
| -2% | -$22.2K | 0.25% | 91 |
|
|
2024
Q3 | $818K | Sell |
7,482
-397
| -5% | -$43.4K | 0.22% | 98 |
|
|
2024
Q2 | $868K | Hold |
7,879
| – | – | 0.27% | 88 |
|
|
2024
Q1 | $894K | Hold |
7,879
| – | – | 0.29% | 86 |
|
|
2023
Q4 | $767K | Hold |
7,879
| – | – | 0.27% | 89 |
|
|
2023
Q3 | $759K | Hold |
7,879
| – | – | 0.3% | 84 |
|
|
2023
Q2 | $712K | Hold |
7,879
| – | – | 0.28% | 91 |
|
|
2023
Q1 | $687K | Sell |
7,879
-15
| -0.2% | -$1.31K | 0.28% | 90 |
|
|
2022
Q4 | $758K | Buy |
7,894
+484
| +7% | +$46.5K | 0.33% | 80 |
|
|
2022
Q3 | $642K | Buy |
7,410
+43
| +0.6% | +$3.73K | 0.28% | 87 |
|
|
2022
Q2 | $586K | Buy |
+7,367
| New | +$586K | 0.27% | 91 |
|
|
2022
Q1 | – | Sell |
-7,367
| Closed | -$685K | – | 117 |
|
|
2021
Q4 | $685K | Buy |
7,367
+70
| +1% | +$6.51K | 0.26% | 88 |
|
|
2021
Q3 | $687K | Hold |
7,297
| – | – | 0.29% | 83 |
|
|
2021
Q2 | $702K | Buy |
7,297
+30
| +0.4% | +$2.89K | 0.3% | 80 |
|
|
2021
Q1 | $665K | Hold |
7,267
| – | – | 0.3% | 80 |
|
|
2020
Q4 | $595K | Hold |
7,267
| – | – | 0.3% | 77 |
|
|
2020
Q3 | $476K | Hold |
7,267
| – | – | 0.27% | 84 |
|
|
2020
Q2 | $451K | Buy |
7,267
+269
| +4% | +$16.7K | 0.28% | 81 |
|
|
2020
Q1 | $334K | Buy |
6,998
+425
| +6% | +$20.3K | 0.25% | 88 |
|
|
2019
Q4 | $506K | Hold |
6,573
| – | – | 0.31% | 74 |
|
|
2019
Q3 | $441K | Hold |
6,573
| – | – | 0.29% | 85 |
|
|
2019
Q2 | $430K | Hold |
6,573
| – | – | 0.3% | 86 |
|
|
2019
Q1 | $450K | Buy |
+6,573
| New | +$450K | 0.34% | 77 |
|