Beacon Investment Advisory Services’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 | $813K | Sell |
6,095
-150
| -2% | -$20K | 0.04% | 141 |
|
|
2025
Q1 | $685K | Buy |
6,245
+225
| +4% | +$24.7K | 0.03% | 147 |
|
|
2024
Q4 | $746K | Hold |
6,020
| – | – | 0.03% | 147 |
|
|
2024
Q3 | $658K | Buy |
6,020
+300
| +5% | +$32.8K | 0.03% | 158 |
|
|
2024
Q2 | $630K | Hold |
5,720
| – | – | 0.03% | 159 |
|
|
2024
Q1 | $649K | Sell |
5,720
-14
| -0.2% | -$1.59K | 0.03% | 163 |
|
|
2023
Q4 | $558K | Sell |
5,734
-186
| -3% | -$18.1K | 0.03% | 173 |
|
|
2023
Q3 | $572K | Sell |
5,920
-20
| -0.3% | -$1.93K | 0.03% | 182 |
|
|
2023
Q2 | $537K | Sell |
5,940
-305
| -5% | -$27.6K | 0.02% | 189 |
|
|
2023
Q1 | $544K | Hold |
6,245
| – | – | 0.03% | 176 |
|
|
2022
Q4 | $600K | Hold |
6,245
| – | – | 0.03% | 171 |
|
|
2022
Q3 | $457K | Hold |
6,245
| – | – | 0.03% | 192 |
|
|
2022
Q2 | $497K | Sell |
6,245
-331
| -5% | -$26.3K | 0.03% | 188 |
|
|
2022
Q1 | $644K | Sell |
6,576
-6
| -0.1% | -$588 | 0.03% | 191 |
|
|
2021
Q4 | $612K | Buy |
6,582
+362
| +6% | +$33.7K | 0.02% | 199 |
|
|
2021
Q3 | $586K | Hold |
6,220
| – | – | 0.02% | 197 |
|
|
2021
Q2 | $599K | Sell |
6,220
-100
| -2% | -$9.63K | 0.02% | 195 |
|
|
2021
Q1 | $570K | Sell |
6,320
-150
| -2% | -$13.5K | 0.02% | 192 |
|
|
2020
Q4 | $520K | Hold |
6,470
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $424K | Hold |
6,470
| – | – | 0.02% | 180 |
|
|
2020
Q2 | $401K | Hold |
6,470
| – | – | 0.02% | 178 |
|
|
2020
Q1 | $308K | Hold |
6,470
| – | – | 0.02% | 192 |
|
|
2019
Q4 | $493K | Buy |
+6,470
| New | +$493K | 0.03% | 174 |
|
|
2019
Q3 | – | Sell |
-3,470
| Closed | -$232K | – | 234 |
|
|
2019
Q2 | $232K | Hold |
3,470
| – | – | 0.02% | 214 |
|
|
2019
Q1 | $238K | Sell |
3,470
-450
| -11% | -$30.9K | 0.03% | 208 |
|
|
2018
Q4 | $234K | Sell |
3,920
-875
| -18% | -$52.2K | 0.03% | 231 |
|
|
2018
Q3 | $367K | Sell |
4,795
-50
| -1% | -$3.83K | 0.04% | 195 |
|
|
2018
Q2 | $335K | Sell |
4,845
-100
| -2% | -$6.91K | 0.03% | 202 |
|
|
2018
Q1 | $338K | Sell |
4,945
-235
| -5% | -$16.1K | 0.03% | 197 |
|
|
2017
Q4 | $361K | Buy |
5,180
+260
| +5% | +$18.1K | 0.04% | 178 |
|
|
2017
Q3 | $309K | Buy |
+4,920
| New | +$309K | 0.03% | 226 |
|