Baldwin Wealth Partners’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 | $1.68M | Hold |
12,630
| – | – | 0.11% | 85 |
|
|
2025
Q1 | $1.38M | Sell |
12,630
-96
| -0.8% | -$10.5K | 0.1% | 92 |
|
|
2024
Q4 | $1.58M | Sell |
12,726
-54
| -0.4% | -$6.69K | 0.11% | 90 |
|
|
2024
Q3 | $1.4M | Hold |
12,780
| – | – | 0.1% | 109 |
|
|
2024
Q2 | $1.41M | Hold |
12,780
| – | – | 0.11% | 88 |
|
|
2024
Q1 | $1.45M | Sell |
12,780
-1,109
| -8% | -$126K | 0.11% | 94 |
|
|
2023
Q4 | $1.35M | Sell |
13,889
-950
| -6% | -$92.5K | 0.11% | 95 |
|
|
2023
Q3 | $1.43M | Hold |
14,839
| – | – | 0.12% | 93 |
|
|
2023
Q2 | $1.34M | Hold |
14,839
| – | – | 0.11% | 102 |
|
|
2023
Q1 | $1.29M | Hold |
14,839
| – | – | 0.11% | 102 |
|
|
2022
Q4 | $1.43M | Buy |
14,839
+1,580
| +12% | +$152K | 0.13% | 102 |
|
|
2022
Q3 | $971K | Hold |
13,259
| – | – | 0.13% | 70 |
|
|
2022
Q2 | $1.06M | Hold |
13,259
| – | – | 0.14% | 70 |
|
|
2022
Q1 | $1.3M | Sell |
13,259
-2,000
| -13% | -$196K | 0.14% | 70 |
|
|
2021
Q4 | $1.42M | Sell |
15,259
-100
| -0.7% | -$9.3K | 0.14% | 67 |
|
|
2021
Q3 | $1.45M | Sell |
15,359
-35
| -0.2% | -$3.3K | 0.16% | 63 |
|
|
2021
Q2 | $1.48M | Sell |
15,394
-1,915
| -11% | -$184K | 0.16% | 66 |
|
|
2021
Q1 | $1.56M | Buy |
17,309
+9
| +0.1% | +$812 | 0.19% | 63 |
|
|
2020
Q4 | $1.39M | Sell |
17,300
-125
| -0.7% | -$10K | 0.17% | 66 |
|
|
2020
Q3 | $1.14M | Hold |
17,425
| – | – | 0.16% | 74 |
|
|
2020
Q2 | $1.08M | Hold |
17,425
| – | – | 0.16% | 72 |
|
|
2020
Q1 | $830K | Hold |
17,425
| – | – | 0.15% | 75 |
|
|
2019
Q4 | $1.33M | Sell |
17,425
-100
| -0.6% | -$7.63K | 0.19% | 72 |
|
|
2019
Q3 | $1.17M | Hold |
17,525
| – | – | 0.18% | 72 |
|
|
2019
Q2 | $1.17M | Hold |
17,525
| – | – | 0.17% | 78 |
|
|
2019
Q1 | $1.2M | Sell |
17,525
-3,287
| -16% | -$225K | 0.18% | 80 |
|
|
2018
Q4 | $1.24M | Buy |
20,812
+262
| +1% | +$15.7K | 0.21% | 70 |
|
|
2018
Q3 | $1.57M | Sell |
20,550
-1,675
| -8% | -$128K | 0.22% | 70 |
|
|
2018
Q2 | $1.54M | Buy |
22,225
+200
| +0.9% | +$13.8K | 0.24% | 66 |
|
|
2018
Q1 | $1.5M | Sell |
22,025
-169
| -0.8% | -$11.5K | 0.24% | 65 |
|
|
2017
Q4 | $1.55M | Sell |
22,194
-50
| -0.2% | -$3.49K | 0.24% | 70 |
|
|
2017
Q3 | $1.4M | Hold |
22,244
| – | – | 0.22% | 71 |
|
|
2017
Q2 | $1.33M | Sell |
22,244
-800
| -3% | -$47.7K | 0.21% | 73 |
|
|
2017
Q1 | $1.38M | Sell |
23,044
-1,081
| -4% | -$64.7K | 0.23% | 75 |
|
|
2016
Q4 | $1.35M | Hold |
24,125
| – | – | 0.24% | 64 |
|
|
2016
Q3 | $1.32M | Sell |
24,125
-296
| -1% | -$16.1K | 0.24% | 69 |
|
|
2016
Q2 | $1.27M | Sell |
24,421
-574
| -2% | -$29.9K | 0.26% | 66 |
|
|
2016
Q1 | $1.36M | Buy |
24,995
+2,242
| +10% | +$122K | 0.24% | 87 |
|
|
2015
Q4 | $1.09M | Sell |
22,753
-67
| -0.3% | -$3.2K | 0.18% | 116 |
|
|
2015
Q3 | $1.01M | Buy |
22,820
+700
| +3% | +$30.9K | 0.17% | 121 |
|
|
2015
Q2 | $1.23M | Sell |
22,120
-500
| -2% | -$27.7K | 0.18% | 115 |
|
|
2015
Q1 | $1.28M | Sell |
22,620
-1,730
| -7% | -$98K | 0.19% | 108 |
|
|
2014
Q4 | $1.5M | Hold |
24,350
| – | – | 0.22% | 106 |
|
|
2014
Q3 | $1.52M | Buy |
24,350
+6,075
| +33% | +$380K | 0.22% | 93 |
|
|
2014
Q2 | $1.21M | Buy |
+18,275
| New | +$1.21M | 0.18% | 112 |
|