BWM
BerganKDV Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $215K | Sell |
2,381
-290
| -11% | -$26.2K | 0.02% | 227 |
|
|
2023
Q1 | $233K | Buy |
2,671
+114
| +4% | +$9.94K | 0.02% | 222 |
|
|
2022
Q4 | $246K | Sell |
2,557
-93
| -4% | -$8.94K | 0.03% | 218 |
|
|
2022
Q3 | $194K | Sell |
2,650
-25,830
| -91% | -$1.89M | 0.02% | 231 |
|
|
2022
Q2 | $2.27M | Buy |
28,480
+248
| +0.9% | +$19.7K | 0.26% | 82 |
|
|
2022
Q1 | $2.77M | Buy |
28,232
+2,912
| +12% | +$286K | 0.3% | 71 |
|
|
2021
Q4 | $2.35M | Sell |
25,320
-1,125
| -4% | -$105K | 0.25% | 86 |
|
|
2021
Q3 | $2.49M | Buy |
26,445
+134
| +0.5% | +$12.6K | 0.28% | 74 |
|
|
2021
Q2 | $2.53M | Sell |
26,311
-255
| -1% | -$24.5K | 0.3% | 69 |
|
|
2021
Q1 | $2.4M | Sell |
26,566
-3,599
| -12% | -$325K | 0.31% | 69 |
|
|
2020
Q4 | $2.42M | Sell |
30,165
-1,400
| -4% | -$113K | 0.34% | 60 |
|
|
2020
Q3 | $2.07M | Sell |
31,565
-2,104
| -6% | -$138K | 0.33% | 68 |
|
|
2020
Q2 | $2.09M | Buy |
33,669
+105
| +0.3% | +$6.51K | 0.36% | 58 |
|
|
2020
Q1 | $1.6M | Buy |
33,564
+2,190
| +7% | +$104K | 0.33% | 68 |
|
|
2019
Q4 | $2.39M | Sell |
31,374
-738
| -2% | -$56.3K | 0.43% | 54 |
|
|
2019
Q3 | $2.15M | Buy |
32,112
+1,270
| +4% | +$84.9K | 0.42% | 49 |
|
|
2019
Q2 | $2.06M | Buy |
30,842
+228
| +0.7% | +$15.2K | 0.41% | 54 |
|
|
2019
Q1 | $2.1M | Buy |
30,614
+3,858
| +14% | +$264K | 0.43% | 50 |
|
|
2018
Q4 | $1.6M | Buy |
26,756
+14
| +0.1% | +$837 | 0.37% | 56 |
|
|
2018
Q3 | $2.05M | Buy |
26,742
+50
| +0.2% | +$3.83K | 0.44% | 39 |
|
|
2018
Q2 | $1.85M | Sell |
26,692
-1,986
| -7% | -$137K | 0.41% | 43 |
|
|
2018
Q1 | $1.96M | Buy |
28,678
+35
| +0.1% | +$2.39K | 0.54% | 28 |
|
|
2017
Q4 | $2M | Buy |
28,643
+1,553
| +6% | +$108K | 0.48% | 31 |
|
|
2017
Q3 | $1.7M | Sell |
27,090
-116
| -0.4% | -$7.29K | 0.43% | 38 |
|
|
2017
Q2 | $1.62M | Buy |
27,206
+3,152
| +13% | +$188K | 0.46% | 37 |
|
|
2017
Q1 | $1.44M | Buy |
24,054
+3,724
| +18% | +$223K | 0.43% | 46 |
|
|
2016
Q4 | $1.13M | Buy |
+20,330
| New | +$1.13M | 0.38% | 51 |
|