Arkadios Wealth Advisors’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 | $2.19M | Buy |
16,440
+5,414
| +49% | +$722K | 0.06% | 321 |
|
|
2025
Q1 | $1.21M | Buy |
11,026
+8,220
| +293% | +$901K | 0.05% | 400 |
|
|
2024
Q4 | $348K | Sell |
2,806
-1,635
| -37% | -$203K | 0.02% | 671 |
|
|
2024
Q3 | $486K | Buy |
4,441
+2,072
| +87% | +$227K | 0.03% | 545 |
|
|
2024
Q2 | $261K | Buy |
2,369
+288
| +14% | +$31.7K | 0.02% | 678 |
|
|
2024
Q1 | $236K | Sell |
2,081
-17
| -0.8% | -$1.93K | 0.02% | 607 |
|
|
2023
Q4 | $204K | Sell |
2,098
-36
| -2% | -$3.5K | 0.02% | 644 |
|
|
2023
Q3 | $206K | Buy |
+2,134
| New | +$206K | 0.02% | 610 |
|
|
2021
Q4 | – | Sell |
-537
| Closed | -$50K | – | 902 |
|
|
2021
Q3 | $50K | Hold |
537
| – | – | 0.01% | 875 |
|
|
2021
Q2 | $51K | Buy |
537
+27
| +5% | +$2.56K | 0.01% | 915 |
|
|
2021
Q1 | $46K | Hold |
510
| – | – | 0.01% | 711 |
|
|
2020
Q4 | $40K | Buy |
510
+66
| +15% | +$5.18K | 0.01% | 598 |
|
|
2020
Q3 | $31.2K | Sell |
444
-294
| -40% | -$20.7K | 0.02% | 504 |
|
|
2020
Q2 | $45.8K | Buy |
738
+238
| +48% | +$14.8K | 0.03% | 391 |
|
|
2020
Q1 | $23.8K | Sell |
500
-100
| -17% | -$4.77K | 0.02% | 452 |
|
|
2019
Q4 | $43.9K | Buy |
+600
| New | +$43.9K | 0.03% | 329 |
|