Clearstead 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 | $5.73M | Buy |
42,993
+619
| +1% | +$82.5K | 0.08% | 177 |
|
2025
Q1 | $4.65M | Sell |
42,374
-641
| -1% | -$70.3K | 0.07% | 190 |
|
2024
Q4 | $5.33M | Sell |
43,015
-2,679
| -6% | -$332K | 0.08% | 177 |
|
2024
Q3 | $5M | Sell |
45,694
-138
| -0.3% | -$15.1K | 0.08% | 181 |
|
2024
Q2 | $5.05M | Buy |
45,832
+12,460
| +37% | +$1.37M | 0.09% | 176 |
|
2024
Q1 | $3.83M | Sell |
33,372
-176
| -0.5% | -$20.2K | 0.19% | 97 |
|
2023
Q4 | $3.27M | Sell |
33,548
-34,540
| -51% | -$3.36M | 0.17% | 105 |
|
2023
Q3 | $6.58M | Buy |
68,088
+34,682
| +104% | +$3.35M | 0.19% | 99 |
|
2023
Q2 | $3.02M | Buy |
33,406
+5,568
| +20% | +$503K | 0.18% | 100 |
|
2023
Q1 | $2.43M | Buy |
27,838
+187
| +0.7% | +$16.3K | 0.18% | 102 |
|
2022
Q4 | $2.66M | Sell |
27,651
-147
| -0.5% | -$14.1K | 0.21% | 91 |
|
2022
Q3 | $2.04M | Sell |
27,798
-2,263
| -8% | -$166K | 0.19% | 104 |
|
2022
Q2 | $2.39M | Buy |
30,061
+188
| +0.6% | +$15K | 0.19% | 102 |
|
2022
Q1 | $2.93M | Buy |
29,873
+7
| +0% | +$686 | 0.2% | 95 |
|
2021
Q4 | $2.78M | Sell |
29,866
-49
| -0.2% | -$4.56K | 0.19% | 100 |
|
2021
Q3 | $2.82M | Buy |
29,915
+64
| +0.2% | +$6.03K | 0.21% | 94 |
|
2021
Q2 | $2.87M | Buy |
29,851
+907
| +3% | +$87.3K | 0.22% | 89 |
|
2021
Q1 | $2.61M | Buy |
28,944
+5,157
| +22% | +$465K | 0.22% | 89 |
|
2020
Q4 | $1.91M | Buy |
23,787
+759
| +3% | +$61K | 0.17% | 103 |
|
2020
Q3 | $1.51M | Sell |
23,028
-1,716
| -7% | -$113K | 0.16% | 105 |
|
2020
Q2 | $1.54M | Buy |
24,744
+155
| +0.6% | +$9.62K | 0.18% | 99 |
|
2020
Q1 | $1.17M | Sell |
24,589
-547
| -2% | -$26.1K | 0.17% | 101 |
|
2019
Q4 | $1.92M | Buy |
25,136
+2,563
| +11% | +$195K | 0.23% | 87 |
|
2019
Q3 | $1.51M | Sell |
22,573
-2,000
| -8% | -$134K | 0.2% | 94 |
|
2019
Q2 | $1.64M | Sell |
24,573
-200
| -0.8% | -$13.3K | 0.22% | 91 |
|
2019
Q1 | $1.7M | Sell |
24,773
-384
| -2% | -$26.3K | 0.23% | 84 |
|
2018
Q4 | $1.5M | Sell |
25,157
-17
| -0.1% | -$1.02K | 0.23% | 81 |
|
2018
Q3 | $1.93M | Hold |
25,174
| – | – | 0.26% | 67 |
|
2018
Q2 | $1.74M | Buy |
25,174
+401
| +2% | +$27.7K | 0.25% | 69 |
|
2018
Q1 | $1.69M | Buy |
24,773
+2,316
| +10% | +$158K | 0.25% | 70 |
|
2017
Q4 | $1.57M | Sell |
22,457
-500
| -2% | -$34.8K | 0.21% | 83 |
|
2017
Q3 | $1.44M | Buy |
22,957
+40
| +0.2% | +$2.51K | 0.19% | 94 |
|
2017
Q2 | $1.37M | Buy |
22,917
+170
| +0.7% | +$10.1K | 0.2% | 90 |
|
2017
Q1 | $1.36M | Hold |
22,747
| – | – | 0.2% | 84 |
|
2016
Q4 | $1.27M | Buy |
+22,747
| New | +$1.27M | 0.21% | 81 |
|