Carson Wealth (CWM LLC)’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 | $3.1M | Buy |
23,257
+3,242
| +16% | +$432K | 0.01% | 768 |
|
|
2025
Q1 | $2.19M | Buy |
20,015
+1,497
| +8% | +$164K | 0.01% | 796 |
|
|
2024
Q4 | $2.3M | Buy |
18,518
+1,166
| +7% | +$145K | 0.01% | 733 |
|
|
2024
Q3 | $1.9M | Buy |
17,352
+742
| +4% | +$81.2K | 0.01% | 728 |
|
|
2024
Q2 | $1.83M | Buy |
16,610
+885
| +6% | +$97.5K | 0.01% | 669 |
|
|
2024
Q1 | $1.78M | Buy |
15,725
+1,076
| +7% | +$122K | 0.01% | 655 |
|
|
2023
Q4 | $1.43M | Buy |
14,649
+1,243
| +9% | +$121K | 0.01% | 671 |
|
|
2023
Q3 | $1.3M | Buy |
13,406
+725
| +6% | +$70K | 0.01% | 650 |
|
|
2023
Q2 | $1.15M | Buy |
12,681
+1,132
| +10% | +$102K | 0.01% | 670 |
|
|
2023
Q1 | $1.01M | Buy |
11,549
+1,001
| +9% | +$87.2K | 0.01% | 661 |
|
|
2022
Q4 | $1.01M | Buy |
10,548
+923
| +10% | +$88.6K | 0.01% | 611 |
|
|
2022
Q3 | $705K | Buy |
9,625
+638
| +7% | +$46.7K | 0.01% | 646 |
|
|
2022
Q2 | $715K | Sell |
8,987
-90
| -1% | -$7.16K | 0.01% | 649 |
|
|
2022
Q1 | $890K | Sell |
9,077
-3,258
| -26% | -$319K | 0.01% | 584 |
|
|
2021
Q4 | $1.15M | Buy |
+12,335
| New | +$1.15M | 0.01% | 550 |
|
|
2021
Q2 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2021
Q1 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2020
Q4 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2020
Q3 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2020
Q2 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2020
Q1 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2019
Q4 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2019
Q3 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2019
Q2 | $279K | Hold |
2,903
| – | – | ﹤0.01% | 801 |
|
|
2019
Q1 | $279K | Sell |
2,903
-35,823
| -93% | -$3.44M | ﹤0.01% | 801 |
|
|
2018
Q4 | $2.31M | Buy |
38,726
+31,970
| +473% | +$1.91M | 0.06% | 268 |
|
|
2018
Q3 | $517K | Buy |
6,756
+4,361
| +182% | +$334K | 0.01% | 381 |
|
|
2018
Q2 | $166K | Buy |
2,395
+2,032
| +560% | +$141K | 0.01% | 449 |
|
|
2018
Q1 | $25K | Hold |
363
| – | – | ﹤0.01% | 670 |
|
|
2017
Q4 | $25K | Sell |
363
-154
| -30% | -$10.6K | ﹤0.01% | 654 |
|
|
2017
Q3 | $32K | Buy |
517
+122
| +31% | +$7.55K | ﹤0.01% | 611 |
|
|
2017
Q2 | $24K | Sell |
395
-87
| -18% | -$5.29K | ﹤0.01% | 603 |
|
|
2017
Q1 | $29K | Sell |
482
-844
| -64% | -$50.8K | ﹤0.01% | 543 |
|
|
2016
Q4 | $74K | Sell |
1,326
-48
| -3% | -$2.68K | ﹤0.01% | 387 |
|
|
2016
Q3 | $75K | Buy |
1,374
+75
| +6% | +$4.09K | 0.01% | 369 |
|
|
2016
Q2 | $68K | Hold |
1,299
| – | – | 0.01% | 344 |
|
|
2016
Q1 | $71K | Sell |
1,299
-9
| -0.7% | -$492 | 0.01% | 307 |
|
|
2015
Q4 | $63K | Buy |
1,308
+9
| +0.7% | +$433 | 0.01% | 296 |
|
|
2015
Q3 | $57K | Buy |
+1,299
| New | +$57K | 0.01% | 276 |
|
|
2014
Q1 | – | Sell |
-1,325
| Closed | -$93K | – | 232 |
|
|
2013
Q4 | $93K | Buy |
1,325
+900
| +212% | +$63.2K | 0.01% | 193 |
|
|
2013
Q3 | $27K | Buy |
+425
| New | +$27K | 0.01% | 237 |
|