Center for Financial Planning’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 | $902K | Hold |
6,763
| – | – | 0.1% | 69 |
|
|
2025
Q1 | $741K | Hold |
6,763
| – | – | 0.09% | 72 |
|
|
2024
Q4 | $838K | Hold |
6,763
| – | – | 0.11% | 61 |
|
|
2024
Q3 | $740K | Sell |
6,763
-939
| -12% | -$103K | 0.1% | 69 |
|
|
2024
Q2 | $848K | Hold |
7,702
| – | – | 0.12% | 60 |
|
|
2024
Q1 | $874K | Buy |
7,702
+500
| +7% | +$56.7K | 0.13% | 61 |
|
|
2023
Q4 | $701K | Hold |
7,202
| – | – | 0.13% | 66 |
|
|
2023
Q3 | $695K | Hold |
7,202
| – | – | 0.15% | 63 |
|
|
2023
Q2 | $651K | Sell |
7,202
-117
| -2% | -$10.6K | 0.14% | 68 |
|
|
2023
Q1 | $638K | Hold |
7,319
| – | – | 0.15% | 65 |
|
|
2022
Q4 | $703K | Sell |
7,319
-1,000
| -12% | -$96.1K | 0.17% | 60 |
|
|
2022
Q3 | $609K | Hold |
8,319
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $662K | Sell |
8,319
-1,200
| -13% | -$95.5K | 0.17% | 64 |
|
|
2022
Q1 | $933K | Buy |
9,519
+1,200
| +14% | +$118K | 0.19% | 57 |
|
|
2021
Q4 | $773K | Hold |
8,319
| – | – | 0.16% | 64 |
|
|
2021
Q3 | $784K | Hold |
8,319
| – | – | 0.19% | 59 |
|
|
2021
Q2 | $801K | Hold |
8,319
| – | – | 0.2% | 60 |
|
|
2021
Q1 | $751K | Hold |
8,319
| – | – | 0.2% | 62 |
|
|
2020
Q4 | $669K | Hold |
8,319
| – | – | 0.19% | 58 |
|
|
2020
Q3 | $545K | Sell |
8,319
-800
| -9% | -$52.4K | 0.18% | 63 |
|
|
2020
Q2 | $566K | Hold |
9,119
| – | – | 0.2% | 57 |
|
|
2020
Q1 | $435K | Sell |
9,119
-774
| -8% | -$36.9K | 0.15% | 62 |
|
|
2019
Q4 | $754K | Buy |
+9,893
| New | +$754K | 0.19% | 50 |
|