Carolinas Wealth Consulting’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 | – | Sell |
-174
| Closed | -$19.1K | – | 269 |
|
|
2025
Q1 | $19.1K | Sell |
174
-751
| -81% | -$82.5K | ﹤0.01% | 461 |
|
|
2024
Q4 | $115K | Buy |
925
+1
| +0.1% | +$124 | 0.02% | 236 |
|
|
2024
Q3 | $101K | Sell |
924
-630
| -41% | -$68.9K | 0.02% | 258 |
|
|
2024
Q2 | $171K | Buy |
1,554
+8
| +0.5% | +$881 | 0.03% | 191 |
|
|
2024
Q1 | $175K | Sell |
1,546
-29,259
| -95% | -$3.32M | 0.03% | 188 |
|
|
2023
Q4 | $218K | Buy |
30,805
+116
| +0.4% | +$823 | 0.05% | 149 |
|
|
2023
Q3 | $192K | Hold |
30,689
| – | – | 0.05% | 147 |
|
|
2023
Q2 | $194K | Sell |
30,689
-368
| -1% | -$2.33K | 0.04% | 172 |
|
|
2023
Q1 | $221K | Buy |
31,057
+402
| +1% | +$2.86K | 0.05% | 163 |
|
|
2022
Q4 | $202K | Hold |
30,655
| – | – | 0.05% | 162 |
|
|
2022
Q3 | $161K | Hold |
30,655
| – | – | 0.04% | 172 |
|
|
2022
Q2 | $172K | Buy |
30,655
+28,817
| +1,568% | +$162K | 0.04% | 173 |
|
|
2022
Q1 | $180K | Sell |
1,838
-139
| -7% | -$13.6K | 0.04% | 180 |
|
|
2021
Q4 | $184K | Sell |
1,977
-528
| -21% | -$49.1K | 0.04% | 180 |
|
|
2021
Q3 | $236K | Buy |
2,505
+1
| +0% | +$94 | 0.06% | 142 |
|
|
2021
Q2 | $241K | Sell |
2,504
-100
| -4% | -$9.63K | 0.05% | 149 |
|
|
2021
Q1 | $235K | Buy |
2,604
+240
| +10% | +$21.7K | 0.06% | 147 |
|
|
2020
Q4 | $190K | Buy |
2,364
+321
| +16% | +$25.8K | 0.05% | 156 |
|
|
2020
Q3 | $134K | Sell |
2,043
-349
| -15% | -$22.9K | 0.05% | 162 |
|
|
2020
Q2 | $148K | Buy |
+2,392
| New | +$148K | 0.06% | 119 |
|