BFG
Beacon Financial Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Buy |
+4,815
| New | +$642K | 0.07% | 202 |
|
|
2018
Q2 | – | Sell |
-113,694
| Closed | -$7.77M | – | 197 |
|
|
2018
Q1 | $7.77M | Sell |
113,694
-6,363
| -5% | -$435K | 1.32% | 23 |
|
|
2017
Q4 | $8.37M | Sell |
120,057
-3,297
| -3% | -$230K | 1.46% | 22 |
|
|
2017
Q3 | $7.75M | Buy |
123,354
+598
| +0.5% | +$37.6K | 1.4% | 29 |
|
|
2017
Q2 | $7.17M | Buy |
122,756
+2,874
| +2% | +$168K | 1.36% | 33 |
|
|
2017
Q1 | $7.15M | Sell |
119,882
-7,841
| -6% | -$467K | 1.37% | 32 |
|
|
2016
Q4 | $7.12M | Buy |
127,723
+1,483
| +1% | +$82.7K | 1.45% | 30 |
|
|
2016
Q3 | $6.69M | Buy |
126,240
+4,145
| +3% | +$220K | 1.41% | 27 |
|
|
2016
Q2 | $6.19M | Buy |
122,095
+51,076
| +72% | +$2.59M | 1.35% | 30 |
|
|
2016
Q1 | $3.87M | Buy |
71,019
+2,951
| +4% | +$161K | 0.84% | 42 |
|
|
2015
Q4 | $3.3M | Sell |
68,068
-842
| -1% | -$40.9K | 0.76% | 41 |
|
|
2015
Q3 | $3M | Buy |
68,910
+31,644
| +85% | +$1.38M | 0.73% | 45 |
|
|
2015
Q2 | $2.07M | Sell |
37,266
-3,953
| -10% | -$220K | 0.45% | 57 |
|
|
2015
Q1 | $2.33M | Buy |
41,219
+2,437
| +6% | +$138K | 0.52% | 58 |
|
|
2014
Q4 | $2.42M | Buy |
38,782
+1,359
| +4% | +$84.7K | 0.5% | 65 |
|
|
2014
Q3 | $2.35M | Buy |
37,423
+4,432
| +13% | +$278K | 0.51% | 64 |
|
|
2014
Q2 | $2.21M | Buy |
32,991
+1,433
| +5% | +$95.9K | 0.49% | 65 |
|
|
2014
Q1 | $2.11M | Buy |
31,558
+5,910
| +23% | +$395K | 0.43% | 64 |
|
|
2013
Q4 | $1.8M | Buy |
25,648
+1,933
| +8% | +$136K | 0.35% | 73 |
|
|
2013
Q3 | $1.54M | Buy |
+23,715
| New | +$1.54M | 0.33% | 70 |
|