Connecticut Wealth Management’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 | $718K | Hold |
5,383
| – | – | 0.03% | 186 |
|
|
2025
Q1 | $590K | Sell |
5,383
-24
| -0.4% | -$2.63K | 0.03% | 196 |
|
|
2024
Q4 | $670K | Sell |
5,407
-26
| -0.5% | -$3.22K | 0.03% | 162 |
|
|
2024
Q3 | $594K | Buy |
5,433
+25
| +0.5% | +$2.73K | 0.03% | 202 |
|
|
2024
Q2 | $596K | Buy |
5,408
+50
| +0.9% | +$5.51K | 0.03% | 203 |
|
|
2024
Q1 | $608K | Sell |
5,358
-25
| -0.5% | -$2.84K | 0.03% | 198 |
|
|
2023
Q4 | $524K | Buy |
5,383
+777
| +17% | +$75.6K | 0.03% | 205 |
|
|
2023
Q3 | $445K | Buy |
4,606
+1,774
| +63% | +$171K | 0.03% | 183 |
|
|
2023
Q2 | $256K | Buy |
2,832
+217
| +8% | +$19.6K | 0.02% | 224 |
|
|
2023
Q1 | $228K | Sell |
2,615
-10
| -0.4% | -$871 | 0.02% | 228 |
|
|
2022
Q4 | $252K | Buy |
+2,625
| New | +$252K | 0.02% | 172 |
|
|
2022
Q3 | – | Sell |
-2,587
| Closed | -$206K | – | 195 |
|
|
2022
Q2 | $206K | Buy |
2,587
+168
| +7% | +$13.4K | 0.02% | 179 |
|
|
2022
Q1 | $237K | Hold |
2,419
| – | – | 0.02% | 168 |
|
|
2021
Q4 | $225K | Buy |
2,419
+19
| +0.8% | +$1.77K | 0.02% | 186 |
|
|
2021
Q3 | $226K | Hold |
2,400
| – | – | 0.02% | 187 |
|
|
2021
Q2 | $231K | Sell |
2,400
-198
| -8% | -$19.1K | 0.02% | 177 |
|
|
2021
Q1 | $234K | Hold |
2,598
| – | – | 0.02% | 151 |
|
|
2020
Q4 | $209K | Buy |
+2,598
| New | +$209K | 0.02% | 182 |
|
|
2020
Q1 | – | Sell |
-3,200
| Closed | -$244K | – | 146 |
|
|
2019
Q4 | $244K | Buy |
+3,200
| New | +$244K | 0.03% | 148 |
|