Avantax Planning Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.42M | Buy |
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|
2025
Q1 | $1.16M | Buy |
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|
2024
Q4 | $1.29M | Buy |
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|
2024
Q3 | $1.12M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.26M | Buy |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $1.24M | Buy |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $1.11M | Buy |
|
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|
2022
Q4 | $1.16M | Sell |
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|
2022
Q3 | $974K | Sell |
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|
2022
Q2 | $2.19M | Sell |
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|
2022
Q1 | $2.75M | Buy |
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|
2021
Q4 | $2.55M | Buy |
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|
2021
Q3 | $2.52M | Buy |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $2.28M | Sell |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $1.98M | Buy |
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|
2020
Q2 | $1.71M | Buy |
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|
2020
Q1 | $385K | Buy |
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|
2019
Q4 | $613K | Buy |
|
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|
2019
Q3 | $526K | Sell |
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|
2019
Q2 | $624K | Sell |
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|
2019
Q1 | $665K | Buy |
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|
2018
Q4 | $542K | Buy |
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|
2018
Q3 | $652K | Buy |
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|
2018
Q2 | $359K | Sell |
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|
2018
Q1 | $448K | Buy |
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|
2017
Q4 | $298K | Sell |
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|
2017
Q3 | $458K | Sell |
|
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|
2017
Q2 | $444K | Buy |
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|
2017
Q1 | $331K | Sell |
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|
2016
Q4 | $357K | Buy |
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