Cary Street Partners Investment Advisory’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 | $337K | Buy |
2,531
+221
| +10% | +$29.5K | 0.16% | 151 |
|
|
2025
Q1 | $253K | Buy |
2,310
+489
| +27% | +$53.6K | 0.15% | 174 |
|
|
2024
Q4 | $226K | Sell |
1,821
-8,491
| -82% | -$1.05M | 0.15% | 158 |
|
|
2024
Q3 | $1.13M | Buy |
10,312
+210
| +2% | +$23K | 0.04% | 351 |
|
|
2024
Q2 | $1.11M | Buy |
10,102
+2,903
| +40% | +$320K | 0.05% | 329 |
|
|
2024
Q1 | $817K | Buy |
7,199
+779
| +12% | +$88.4K | 0.03% | 368 |
|
|
2023
Q4 | $625K | Sell |
6,420
-89
| -1% | -$8.66K | 0.03% | 383 |
|
|
2023
Q3 | $629K | Buy |
6,509
+1,893
| +41% | +$183K | 0.03% | 364 |
|
|
2023
Q2 | $417K | Buy |
4,616
+1,089
| +31% | +$98.4K | 0.03% | 385 |
|
|
2023
Q1 | $307K | Sell |
3,527
-1,108
| -24% | -$96.6K | 0.02% | 403 |
|
|
2022
Q4 | $445K | Sell |
4,635
-200
| -4% | -$19.2K | 0.03% | 350 |
|
|
2022
Q3 | $354K | Buy |
4,835
+1,206
| +33% | +$88.3K | 0.03% | 362 |
|
|
2022
Q2 | $289K | Buy |
3,629
+1,452
| +67% | +$116K | 0.02% | 365 |
|
|
2022
Q1 | $214K | Sell |
2,177
-1,056
| -33% | -$104K | 0.06% | 255 |
|
|
2021
Q4 | $301K | Buy |
3,233
+324
| +11% | +$30.2K | 0.08% | 211 |
|
|
2021
Q3 | $274K | Buy |
2,909
+61
| +2% | +$5.75K | 0.09% | 197 |
|
|
2021
Q2 | $274K | Buy |
2,848
+373
| +15% | +$35.9K | 0.09% | 196 |
|
|
2021
Q1 | $223K | Sell |
2,475
-2,302
| -48% | -$207K | 0.09% | 190 |
|
|
2020
Q4 | $384K | Buy |
4,777
+3,109
| +186% | +$250K | 0.07% | 219 |
|
|
2020
Q3 | $109K | Buy |
+1,668
| New | +$109K | 0.02% | 361 |
|