Brendel Financial 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 | $205K | Buy |
+1,534
| New | +$205K | 0.11% | 98 |
|
|
2022
Q3 | – | Sell |
-3,592
| Closed | -$286K | – | 64 |
|
|
2022
Q2 | $286K | Sell |
3,592
-13
| -0.4% | -$1.04K | 0.25% | 74 |
|
|
2022
Q1 | $353K | Sell |
3,605
-16,134
| -82% | -$1.58M | 0.19% | 83 |
|
|
2021
Q4 | $1.84M | Buy |
+19,739
| New | +$1.84M | 0.95% | 38 |
|
|
2021
Q3 | – | Sell |
-3,578
| Closed | -$344K | – | 134 |
|
|
2021
Q2 | $344K | Sell |
3,578
-7,450
| -68% | -$716K | 0.19% | 84 |
|
|
2021
Q1 | $995K | Hold |
11,028
| – | – | 0.67% | 40 |
|
|
2020
Q4 | $886K | Hold |
11,028
| – | – | 0.6% | 40 |
|
|
2020
Q3 | $723K | Hold |
11,028
| – | – | 0.58% | 46 |
|
|
2020
Q2 | $684K | Hold |
11,028
| – | – | 0.59% | 50 |
|
|
2020
Q1 | $525K | Hold |
11,028
| – | – | 0.62% | 44 |
|
|
2019
Q4 | $841K | Hold |
11,028
| – | – | 0.72% | 45 |
|
|
2019
Q3 | $737K | Hold |
11,028
| – | – | 0.66% | 45 |
|
|
2019
Q2 | $736K | Hold |
11,028
| – | – | 0.71% | 41 |
|
|
2019
Q1 | $755K | Hold |
11,028
| – | – | 0.68% | 43 |
|
|
2018
Q4 | $659K | Buy |
+11,028
| New | +$659K | 0.76% | 45 |
|