BSW
Buckingham Strategic Wealth’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $4.39M | Sell |
39,860
-779
| -2% | -$85.8K | 0.05% | 155 |
|
|
2024
Q1 | $4.61M | Buy |
40,639
+2,305
| +6% | +$261K | 0.05% | 156 |
|
|
2023
Q4 | $3.73M | Sell |
38,334
-948
| -2% | -$92.3K | 0.04% | 164 |
|
|
2023
Q3 | $3.79M | Buy |
39,282
+1,923
| +5% | +$186K | 0.05% | 151 |
|
|
2023
Q2 | $3.38M | Sell |
37,359
-5,043
| -12% | -$456K | 0.05% | 163 |
|
|
2023
Q1 | $4.07M | Hold |
42,402
| – | – | 0.07% | 125 |
|
|
2022
Q4 | $4.07M | Sell |
42,402
-319
| -0.7% | -$30.6K | 0.07% | 125 |
|
|
2022
Q3 | $3.13M | Sell |
42,721
-534
| -1% | -$39.1K | 0.06% | 135 |
|
|
2022
Q2 | $3.44M | Buy |
43,255
+890
| +2% | +$70.8K | 0.07% | 130 |
|
|
2022
Q1 | $4.15M | Sell |
42,365
-699
| -2% | -$68.5K | 0.08% | 119 |
|
|
2021
Q4 | $4M | Sell |
43,064
-971
| -2% | -$90.3K | 0.08% | 119 |
|
|
2021
Q3 | $4.15M | Buy |
44,035
+429
| +1% | +$40.4K | 0.09% | 119 |
|
|
2021
Q2 | $4.2M | Buy |
43,606
+4,927
| +13% | +$474K | 0.1% | 116 |
|
|
2021
Q1 | $3.49M | Sell |
38,679
-2,227
| -5% | -$201K | 0.17% | 110 |
|
|
2020
Q4 | $3.29M | Buy |
40,906
+1,100
| +3% | +$88.4K | 0.17% | 107 |
|
|
2020
Q3 | $2.61M | Sell |
39,806
-3,072
| -7% | -$201K | 0.2% | 94 |
|
|
2020
Q2 | $2.66M | Sell |
42,878
-6,992
| -14% | -$434K | 0.25% | 82 |
|
|
2020
Q1 | $2.38M | Sell |
49,870
-2,220
| -4% | -$106K | 0.23% | 83 |
|
|
2019
Q4 | $3.97M | Sell |
52,090
-618
| -1% | -$47.1K | 0.38% | 61 |
|
|
2019
Q3 | $3.52M | Sell |
52,708
-732
| -1% | -$48.9K | 0.38% | 59 |
|
|
2019
Q2 | $3.57M | Sell |
53,440
-23,443
| -30% | -$1.56M | 0.39% | 58 |
|
|
2019
Q1 | $5.26M | Buy |
76,883
+50,776
| +194% | +$3.48M | 0.66% | 33 |
|
|
2018
Q4 | $1.56M | Sell |
26,107
-169
| -0.6% | -$10.1K | 0.24% | 83 |
|
|
2018
Q3 | $2.01M | Sell |
26,276
-2,959
| -10% | -$227K | 0.31% | 70 |
|
|
2018
Q2 | $2.02M | Sell |
29,235
-1,788
| -6% | -$124K | 0.33% | 65 |
|
|
2018
Q1 | $2.12M | Sell |
31,023
-664
| -2% | -$45.4K | 0.41% | 52 |
|
|
2017
Q4 | $2.21M | Buy |
31,687
+597
| +2% | +$41.6K | 0.46% | 50 |
|
|
2017
Q3 | $1.95M | Sell |
31,090
-674
| -2% | -$42.4K | 0.46% | 49 |
|
|
2017
Q2 | $1.89M | Buy |
31,764
+15,927
| +101% | +$950K | 0.44% | 53 |
|
|
2017
Q1 | $948K | Buy |
15,837
+1,807
| +13% | +$108K | 0.28% | 80 |
|
|
2016
Q4 | $782K | Sell |
14,030
-1,686
| -11% | -$94K | 0.25% | 81 |
|
|
2016
Q3 | $857K | Sell |
15,716
-428
| -3% | -$23.3K | 0.29% | 71 |
|
|
2016
Q2 | $842K | Sell |
16,144
-90
| -0.6% | -$4.69K | 0.29% | 71 |
|
|
2016
Q1 | $883K | Buy |
16,234
+981
| +6% | +$53.4K | 0.29% | 67 |
|
|
2015
Q4 | $730K | Sell |
15,253
-1,789
| -10% | -$85.6K | 0.24% | 72 |
|
|
2015
Q3 | $753K | Sell |
17,042
-279
| -2% | -$12.3K | 0.27% | 65 |
|
|
2015
Q2 | $960K | Buy |
17,321
+2,956
| +21% | +$164K | 0.31% | 60 |
|
|
2015
Q1 | $813K | Sell |
14,365
-3,940
| -22% | -$223K | 0.31% | 60 |
|
|
2014
Q4 | $1.13M | Buy |
18,305
+1,140
| +7% | +$70.4K | 0.44% | 44 |
|
|
2014
Q3 | $1.07M | Buy |
17,165
+1,200
| +8% | +$75.1K | 0.44% | 48 |
|
|
2014
Q2 | $1.06M | Sell |
15,965
-1,072
| -6% | -$71.1K | 0.46% | 46 |
|
|
2014
Q1 | $1.14M | Sell |
17,037
-1,115
| -6% | -$74.5K | 0.53% | 42 |
|
|
2013
Q4 | $1.27M | Buy |
18,152
+131
| +0.7% | +$9.19K | 0.6% | 37 |
|
|
2013
Q3 | $1.17M | Buy |
18,021
+6,298
| +54% | +$407K | 0.62% | 36 |
|
|
2013
Q2 | $639K | Buy |
+11,723
| New | +$639K | 0.36% | 50 |
|