Bartlett & Co Wealth Management’s Emerson Electric EMR Stock Holding History

Bartlett & Co Wealth Management’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$12.7M	Sell	95,181 -496	-0.5%	-$66.1K	0.18%	94
2025 Q1	$10.5M	Sell	95,677 -2,258	-2%	-$248K	0.15%	96
2024 Q4	$12.1M	Sell	97,935 -420	-0.4%	-$52.1K	0.18%	91
2024 Q3	$10.8M	Sell	98,355 -272	-0.3%	-$29.7K	0.15%	99
2024 Q2	$10.9M	Buy	98,627 +323	+0.3%	+$35.6K	0.16%	96
2024 Q1	$11.1M	Sell	98,304 -5,047	-5%	-$572K	0.17%	95
2023 Q4	$10M	Sell	103,351 -4,638	-4%	-$450K	0.16%	96
2023 Q3	$10.4M	Sell	107,989 -1,139	-1%	-$110K	0.19%	91
2023 Q2	$9.86M	Sell	109,128 -28,553	-21%	-$2.58M	0.17%	94
2023 Q1	$12M	Sell	137,681 -1,710	-1%	-$149K	0.23%	83
2022 Q4	$13.4M	Sell	139,391 -138	-0.1%	-$13.3K	0.27%	79
2022 Q3	$10.2M	Sell	139,529 -195	-0.1%	-$14.3K	0.22%	86
2022 Q2	$11.1M	Sell	139,724 -2,012	-1%	-$160K	0.23%	86
2022 Q1	$13.9M	Hold	141,736	–	–	0.24%	86
2021 Q4	$13.2M	Buy	141,736 +629	+0.4%	+$58.5K	0.22%	86
2021 Q3	$13.3M	Sell	141,107 -602	-0.4%	-$56.7K	0.25%	81
2021 Q2	$13.6M	Sell	141,709 -1,499	-1%	-$144K	0.26%	79
2021 Q1	$12.9M	Sell	143,208 -7,325	-5%	-$661K	0.26%	78
2020 Q4	$12.1M	Sell	150,533 -4,037	-3%	-$324K	0.26%	80
2020 Q3	$10.1M	Sell	154,570 -5,140	-3%	-$337K	0.24%	82
2020 Q2	$9.91M	Sell	159,710 -4,957	-3%	-$307K	0.26%	82
2020 Q1	$7.85M	Sell	164,667 -8,466	-5%	-$403K	0.24%	90
2019 Q4	$13.2M	Sell	173,133 -2,632	-1%	-$201K	0.32%	79
2019 Q3	$11.8M	Buy	175,765 +40,922	+30%	+$2.74M	0.31%	83
2019 Q2	$9M	Sell	134,843 -2,526	-2%	-$169K	0.34%	67
2019 Q1	$9.41M	Sell	137,369 -2,600	-2%	-$178K	0.36%	64
2018 Q4	$8.36M	Sell	139,969 -3,525	-2%	-$211K	0.36%	66
2018 Q3	$11M	Buy	143,494 +210	+0.1%	+$16.1K	0.41%	66
2018 Q2	$9.91M	Sell	143,284 -1,550	-1%	-$107K	0.4%	67
2018 Q1	$9.89M	Buy	+144,834	New	+$9.89M	0.41%	68