Bordeaux Wealth Advisors’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 | $667K | Sell |
5,001
-163
| -3% | -$21.7K | 0.09% | 72 |
|
|
2025
Q1 | $566K | Buy |
5,164
+79
| +2% | +$8.66K | 0.1% | 82 |
|
|
2024
Q4 | $630K | Buy |
5,085
+113
| +2% | +$14K | 0.1% | 73 |
|
|
2024
Q3 | $544K | Buy |
4,972
+38
| +0.8% | +$4.16K | 0.1% | 86 |
|
|
2024
Q2 | $544K | Buy |
4,934
+28
| +0.6% | +$3.08K | 0.1% | 75 |
|
|
2024
Q1 | $556K | Sell |
4,906
-29
| -0.6% | -$3.29K | 0.18% | 54 |
|
|
2023
Q4 | $480K | Buy |
4,935
+84
| +2% | +$8.18K | 0.16% | 62 |
|
|
2023
Q3 | $468K | Buy |
4,851
+31
| +0.6% | +$2.99K | 0.19% | 54 |
|
|
2023
Q2 | $436K | Buy |
4,820
+14
| +0.3% | +$1.27K | 0.18% | 63 |
|
|
2023
Q1 | $419K | Sell |
4,806
-207
| -4% | -$18K | 0.22% | 67 |
|
|
2022
Q4 | $482K | Buy |
5,013
+49
| +1% | +$4.71K | 0.26% | 53 |
|
|
2022
Q3 | $363K | Buy |
4,964
+164
| +3% | +$12K | 0.23% | 58 |
|
|
2022
Q2 | $382K | Sell |
4,800
-29
| -0.6% | -$2.31K | 0.26% | 57 |
|
|
2022
Q1 | $474K | Buy |
4,829
+29
| +0.6% | +$2.85K | 0.26% | 60 |
|
|
2021
Q4 | $446K | Buy |
4,800
+800
| +20% | +$74.3K | 0.2% | 66 |
|
|
2021
Q3 | $377K | Hold |
4,000
| – | – | 0.21% | 57 |
|
|
2021
Q2 | $385K | Sell |
4,000
-200
| -5% | -$19.3K | 0.22% | 60 |
|
|
2021
Q1 | $379K | Hold |
4,200
| – | – | 0.26% | 52 |
|
|
2020
Q4 | $338K | Buy |
+4,200
| New | +$338K | 0.25% | 53 |
|