Beacon Financial Advisory’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 | $369K | Buy |
2,769
+77
| +3% | +$10.3K | 0.1% | 243 |
|
|
2025
Q1 | $295K | Buy |
2,692
+57
| +2% | +$6.25K | 0.09% | 248 |
|
|
2024
Q4 | $327K | Buy |
2,635
+76
| +3% | +$9.42K | 0.11% | 213 |
|
|
2024
Q3 | $280K | Sell |
2,559
-1,169
| -31% | -$128K | 0.1% | 227 |
|
|
2024
Q2 | $411K | Sell |
3,728
-6,157
| -62% | -$678K | 0.15% | 171 |
|
|
2024
Q1 | $1.12M | Buy |
9,885
+213
| +2% | +$24.2K | 0.55% | 44 |
|
|
2023
Q4 | $941K | Sell |
9,672
-23
| -0.2% | -$2.24K | 0.45% | 65 |
|
|
2023
Q3 | $936K | Buy |
9,695
+246
| +3% | +$23.8K | 0.52% | 57 |
|
|
2023
Q2 | $854K | Buy |
9,449
+609
| +7% | +$55K | 0.49% | 60 |
|
|
2023
Q1 | $770K | Buy |
8,840
+623
| +8% | +$54.3K | 0.49% | 60 |
|
|
2022
Q4 | $789K | Buy |
8,217
+63
| +0.8% | +$6.05K | 0.57% | 54 |
|
|
2022
Q3 | $597K | Sell |
8,154
-100
| -1% | -$7.32K | 0.43% | 78 |
|
|
2022
Q2 | $657K | Buy |
8,254
+30
| +0.4% | +$2.39K | 0.37% | 86 |
|
|
2022
Q1 | $806K | Buy |
8,224
+468
| +6% | +$45.9K | 0.39% | 82 |
|
|
2021
Q4 | $721K | Buy |
7,756
+13
| +0.2% | +$1.21K | 0.33% | 93 |
|
|
2021
Q3 | $729K | Buy |
7,743
+1
| +0% | +$94 | 0.38% | 81 |
|
|
2021
Q2 | $745K | Sell |
7,742
-2,148
| -22% | -$207K | 0.4% | 82 |
|
|
2021
Q1 | $892K | Buy |
+9,890
| New | +$892K | 0.51% | 67 |
|
|
2020
Q3 | – | Sell |
-9,248
| Closed | -$573K | – | 179 |
|
|
2020
Q2 | $573K | Hold |
9,248
| – | – | 0.62% | 46 |
|
|
2020
Q1 | $440K | Buy |
9,248
+4,800
| +108% | +$228K | 0.56% | 57 |
|
|
2019
Q4 | $339K | Buy |
+4,448
| New | +$339K | 0.29% | 103 |
|