Concord Wealth Partners’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 | $185K | Buy |
1,386
+345
| +33% | +$46K | 0.03% | 209 |
|
|
2025
Q1 | $114K | Sell |
1,041
-194
| -16% | -$21.3K | 0.02% | 232 |
|
|
2024
Q4 | $153K | Buy |
1,235
+1
| +0.1% | +$124 | 0.03% | 212 |
|
|
2024
Q3 | $135K | Sell |
1,234
-196
| -14% | -$21.4K | 0.02% | 238 |
|
|
2024
Q2 | $158K | Sell |
1,430
-587
| -29% | -$64.7K | 0.03% | 215 |
|
|
2024
Q1 | $229K | Sell |
2,017
-1,073
| -35% | -$122K | 0.04% | 199 |
|
|
2023
Q4 | $301K | Sell |
3,090
-952
| -24% | -$92.7K | 0.06% | 162 |
|
|
2023
Q3 | $390K | Buy |
4,042
+466
| +13% | +$45K | 0.08% | 137 |
|
|
2023
Q2 | $323K | Buy |
3,576
+1,016
| +40% | +$91.8K | 0.07% | 143 |
|
|
2023
Q1 | $223K | Sell |
2,560
-2,045
| -44% | -$178K | 0.06% | 150 |
|
|
2022
Q4 | $442K | Sell |
4,605
-3,739
| -45% | -$359K | 0.13% | 93 |
|
|
2022
Q3 | $611K | Buy |
8,344
+119
| +1% | +$8.71K | 0.19% | 74 |
|
|
2022
Q2 | $654K | Buy |
8,225
+956
| +13% | +$76K | 0.18% | 78 |
|
|
2022
Q1 | $713K | Buy |
7,269
+153
| +2% | +$15K | 0.18% | 75 |
|
|
2021
Q4 | $662K | Buy |
7,116
+4,185
| +143% | +$389K | 0.16% | 78 |
|
|
2021
Q3 | $276K | Sell |
2,931
-3,363
| -53% | -$317K | 0.11% | 66 |
|
|
2021
Q2 | $606K | Buy |
6,294
+644
| +11% | +$62K | 0.17% | 56 |
|
|
2021
Q1 | $510K | Buy |
5,650
+4,774
| +545% | +$431K | 0.17% | 58 |
|
|
2020
Q4 | $70K | Buy |
+876
| New | +$70K | 0.05% | 167 |
|