Claro Advisors’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 | $1.43M | Sell |
10,730
-1,949
| -15% | -$260K | 0.24% | 88 |
|
|
2025
Q1 | $1.39M | Sell |
12,679
-164
| -1% | -$18K | 0.19% | 99 |
|
|
2024
Q4 | $1.59M | Sell |
12,843
-84
| -0.6% | -$10.4K | 0.22% | 87 |
|
|
2024
Q3 | $1.41M | Sell |
12,927
-547
| -4% | -$59.8K | 0.18% | 114 |
|
|
2024
Q2 | $1.48M | Sell |
13,474
-21
| -0.2% | -$2.31K | 0.23% | 88 |
|
|
2024
Q1 | $1.53M | Buy |
13,495
+269
| +2% | +$30.5K | 0.27% | 77 |
|
|
2023
Q4 | $1.29M | Sell |
13,226
-1,029
| -7% | -$100K | 0.28% | 73 |
|
|
2023
Q3 | $1.38M | Sell |
14,255
-1,094
| -7% | -$106K | 0.34% | 63 |
|
|
2023
Q2 | $1.39M | Buy |
15,349
+11,228
| +272% | +$1.01M | 0.34% | 61 |
|
|
2023
Q1 | $359K | Sell |
4,121
-2,210
| -35% | -$193K | 0.11% | 222 |
|
|
2022
Q4 | $608K | Buy |
6,331
+2,131
| +51% | +$205K | 0.2% | 127 |
|
|
2022
Q3 | $334K | Hold |
4,200
| – | – | 0.13% | 181 |
|
|
2022
Q2 | $334K | Buy |
4,200
+562
| +15% | +$44.7K | 0.13% | 181 |
|
|
2022
Q1 | $338K | Hold |
3,638
| – | – | 0.12% | 183 |
|
|
2021
Q4 | $338K | Sell |
3,638
-658
| -15% | -$61.1K | 0.12% | 183 |
|
|
2021
Q3 | $405K | Buy |
4,296
+37
| +0.9% | +$3.49K | 0.17% | 151 |
|
|
2021
Q2 | $410K | Buy |
4,259
+55
| +1% | +$5.3K | 0.18% | 143 |
|
|
2021
Q1 | $379K | Buy |
4,204
+383
| +10% | +$34.5K | 0.19% | 135 |
|
|
2020
Q4 | $307K | Sell |
3,821
-63
| -2% | -$5.06K | 0.16% | 154 |
|
|
2020
Q3 | $255K | Buy |
3,884
+432
| +13% | +$28.4K | 0.16% | 154 |
|
|
2020
Q2 | $214K | Buy |
+3,452
| New | +$214K | 0.15% | 170 |
|
|
2020
Q1 | – | Sell |
-3,872
| Closed | -$295K | – | 163 |
|
|
2019
Q4 | $295K | Sell |
3,872
-194
| -5% | -$14.8K | 0.23% | 119 |
|
|
2019
Q3 | $272K | Sell |
4,066
-75
| -2% | -$5.02K | 0.24% | 124 |
|
|
2019
Q2 | $276K | Buy |
4,141
+101
| +3% | +$6.73K | 0.25% | 121 |
|
|
2019
Q1 | $277K | Sell |
4,040
-52
| -1% | -$3.57K | 0.27% | 116 |
|
|
2018
Q4 | $313K | Buy |
+4,092
| New | +$313K | 0.25% | 92 |
|