Atlas Capital 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 | $773K | Hold |
5,800
| – | – | 0.09% | 182 |
|
|
2025
Q1 | $636K | Hold |
5,800
| – | – | 0.08% | 208 |
|
|
2024
Q4 | $719K | Buy |
+5,800
| New | +$719K | 0.09% | 185 |
|
|
2024
Q3 | – | Sell |
-5,800
| Closed | -$639K | – | 926 |
|
|
2024
Q2 | $639K | Buy |
+5,800
| New | +$639K | 0.08% | 203 |
|
|
2024
Q1 | – | Sell |
-5,800
| Closed | -$565K | – | 916 |
|
|
2023
Q4 | $565K | Hold |
5,800
| – | – | 0.08% | 200 |
|
|
2023
Q3 | $560K | Hold |
5,800
| – | – | 0.09% | 174 |
|
|
2023
Q2 | $524K | Hold |
5,800
| – | – | 0.08% | 197 |
|
|
2023
Q1 | $505K | Hold |
5,800
| – | – | 0.08% | 191 |
|
|
2022
Q4 | $557K | Hold |
5,800
| – | – | 0.09% | 174 |
|
|
2022
Q3 | $425K | Sell |
5,800
-100
| -2% | -$7.32K | 0.08% | 209 |
|
|
2022
Q2 | $469K | Buy |
5,900
+1,200
| +26% | +$95.4K | 0.08% | 208 |
|
|
2022
Q1 | $461K | Hold |
4,700
| – | – | 0.07% | 221 |
|
|
2021
Q4 | $437K | Sell |
4,700
-231
| -5% | -$21.5K | 0.07% | 236 |
|
|
2021
Q3 | $465K | Sell |
4,931
-169
| -3% | -$15.9K | 0.07% | 214 |
|
|
2021
Q2 | $491K | Sell |
5,100
-3,000
| -37% | -$289K | 0.08% | 207 |
|
|
2021
Q1 | $731K | Buy |
8,100
+100
| +1% | +$9.02K | 0.14% | 142 |
|
|
2020
Q4 | $643K | Hold |
8,000
| – | – | 0.14% | 145 |
|
|
2020
Q3 | $525K | Hold |
8,000
| – | – | 0.12% | 175 |
|
|
2020
Q2 | $496K | Hold |
8,000
| – | – | 0.12% | 181 |
|
|
2020
Q1 | $381K | Hold |
8,000
| – | – | 0.11% | 191 |
|
|
2019
Q4 | $610K | Hold |
8,000
| – | – | 0.15% | 172 |
|
|
2019
Q3 | $535K | Hold |
8,000
| – | – | 0.16% | 182 |
|
|
2019
Q2 | $534K | Hold |
8,000
| – | – | 0.18% | 157 |
|
|
2019
Q1 | $548K | Hold |
8,000
| – | – | 0.2% | 135 |
|
|
2018
Q4 | $478K | Hold |
8,000
| – | – | 0.19% | 142 |
|
|
2018
Q3 | $628K | Hold |
8,000
| – | – | 0.21% | 131 |
|
|
2018
Q2 | $556K | Hold |
8,000
| – | – | 0.2% | 146 |
|
|
2018
Q1 | $546K | Buy |
+8,000
| New | +$546K | 0.17% | 178 |
|