Avior 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 | $403K | Sell |
3,023
-1,257
| -29% | -$168K | 0.01% | 492 |
|
|
2025
Q1 | $469K | Buy |
4,280
+1,489
| +53% | +$163K | 0.02% | 423 |
|
|
2024
Q4 | $346K | Sell |
2,791
-133
| -5% | -$16.5K | 0.01% | 550 |
|
|
2024
Q3 | $320K | Sell |
2,924
-189
| -6% | -$20.7K | 0.01% | 567 |
|
|
2024
Q2 | $343K | Sell |
3,113
-181
| -5% | -$19.9K | 0.01% | 532 |
|
|
2024
Q1 | $374K | Buy |
3,294
+1,538
| +88% | +$174K | 0.02% | 525 |
|
|
2023
Q4 | $171K | Sell |
1,756
-502
| -22% | -$48.9K | 0.01% | 541 |
|
|
2023
Q3 | $218K | Sell |
2,258
-104
| -4% | -$10K | 0.01% | 504 |
|
|
2023
Q2 | $214K | Sell |
2,362
-3,284
| -58% | -$297K | 0.01% | 513 |
|
|
2023
Q1 | $492K | Buy |
5,646
+1,507
| +36% | +$131K | 0.03% | 349 |
|
|
2022
Q4 | $398K | Hold |
4,139
| – | – | 0.03% | 353 |
|
|
2022
Q3 | $302K | Sell |
4,139
-210
| -5% | -$15.3K | 0.03% | 382 |
|
|
2022
Q2 | $345K | Hold |
4,349
| – | – | 0.03% | 330 |
|
|
2022
Q1 | $425K | Hold |
4,349
| – | – | 0.04% | 328 |
|
|
2021
Q4 | $404K | Hold |
4,349
| – | – | 0.03% | 357 |
|
|
2021
Q3 | $408K | Sell |
4,349
-292
| -6% | -$27.4K | 0.03% | 345 |
|
|
2021
Q2 | $445K | Buy |
4,641
+75
| +2% | +$7.19K | 0.04% | 319 |
|
|
2021
Q1 | $411K | Buy |
4,566
+1,430
| +46% | +$129K | 0.04% | 321 |
|
|
2020
Q4 | $251K | Buy |
3,136
+1,399
| +81% | +$112K | 0.03% | 359 |
|
|
2020
Q3 | $113K | Buy |
1,737
+532
| +44% | +$34.6K | 0.02% | 434 |
|
|
2020
Q2 | $74K | Hold |
1,205
| – | – | 0.01% | 465 |
|
|
2020
Q1 | $57K | Buy |
1,205
+227
| +23% | +$10.7K | 0.01% | 446 |
|
|
2019
Q4 | $71K | Sell |
978
-280
| -22% | -$20.3K | 0.01% | 449 |
|
|
2019
Q3 | $82K | Buy |
1,258
+203
| +19% | +$13.2K | 0.01% | 427 |
|
|
2019
Q2 | $68K | Buy |
1,055
+20
| +2% | +$1.29K | 0.01% | 433 |
|
|
2019
Q1 | $68K | Hold |
1,035
| – | – | 0.01% | 416 |
|
|
2018
Q4 | $60K | Buy |
1,035
+77
| +8% | +$4.46K | 0.01% | 459 |
|
|
2018
Q3 | $70K | Hold |
958
| – | – | 0.01% | 463 |
|
|
2018
Q2 | $64K | Sell |
958
-13
| -1% | -$868 | 0.01% | 470 |
|
|
2018
Q1 | $64K | Hold |
971
| – | – | 0.01% | 470 |
|
|
2017
Q4 | $65K | Buy |
971
+13
| +1% | +$870 | 0.01% | 465 |
|
|
2017
Q3 | $59K | Hold |
958
| – | – | 0.02% | 202 |
|
|
2017
Q2 | $56K | Hold |
958
| – | – | 0.02% | 185 |
|
|
2017
Q1 | $56K | Sell |
958
-41
| -4% | -$2.4K | 0.02% | 222 |
|
|
2016
Q4 | $55K | Buy |
999
+91
| +10% | +$5.01K | 0.02% | 206 |
|
|
2016
Q3 | $49K | Buy |
908
+35
| +4% | +$1.89K | 0.02% | 229 |
|
|
2016
Q2 | $46K | Buy |
873
+143
| +20% | +$7.54K | 0.02% | 216 |
|
|
2016
Q1 | $40K | Hold |
730
| – | – | 0.02% | 226 |
|
|
2015
Q4 | $35K | Hold |
730
| – | – | 0.02% | 202 |
|
|
2015
Q3 | $32K | Buy |
+730
| New | +$32K | 0.02% | 195 |
|