Creative Planning’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $36.9M | Buy |
281,876
+46,796
| +20% | +$6.73M | 0.03% | 269 |
|
|
2025
Q4 | $31.2M | Buy |
235,080
+14,401
| +7% | +$1.91M | 0.02% | 282 |
|
|
2025
Q3 | $28.9M | Buy |
220,679
+9,186
| +4% | +$1.25M | 0.02% | 283 |
|
|
2025
Q2 | $28.2M | Buy |
211,493
+3,101
| +1% | +$356K | 0.02% | 264 |
|
|
2025
Q1 | $22.8M | Buy |
208,392
+10,293
| +5% | +$1.24M | 0.02% | 294 |
|
|
2024
Q4 | $24.6M | Buy |
198,099
+13,392
| +7% | +$1.62M | 0.02% | 257 |
|
|
2024
Q3 | $20.2M | Buy |
184,707
+2,768
| +2% | +$298K | 0.02% | 282 |
|
|
2024
Q2 | $20M | Buy |
181,939
+6,051
| +3% | +$669K | 0.02% | 269 |
|
|
2024
Q1 | $19.9M | Buy |
175,888
+14,846
| +9% | +$1.52M | 0.02% | 265 |
|
|
2023
Q4 | $15.7M | Sell |
161,042
-11,117
| -6% | -$1.02M | 0.03% | 294 |
|
|
2023
Q3 | $16.6M | Buy |
172,159
+8,378
| +5% | +$798K | 0.02% | 267 |
|
|
2023
Q2 | $14.8M | Buy |
163,781
+7,977
| +5% | +$671K | 0.02% | 275 |
|
|
2023
Q1 | $13.6M | Sell |
155,804
-2,636
| -2% | -$230K | 0.02% | 277 |
|
|
2022
Q4 | $15.2M | Sell |
158,440
-774
| -0.5% | -$69.6K | 0.02% | 247 |
|
|
2022
Q3 | $11.7M | Buy |
159,214
+6,657
| +4% | +$553K | 0.02% | 276 |
|
|
2022
Q2 | $12.1M | Buy |
152,557
+6,049
| +4% | +$533K | 0.02% | 285 |
|
|
2022
Q1 | $14.4M | Buy |
146,508
+14,244
| +11% | +$1.35M | 0.02% | 264 |
|
|
2021
Q4 | $12.3M | Buy |
132,264
+6,370
| +5% | +$600K | 0.02% | 251 |
|
|
2021
Q3 | $11.9M | Buy |
125,894
+5,046
| +4% | +$503K | 0.02% | 240 |
|
|
2021
Q2 | $11.6M | Sell |
120,848
-27,312
| -18% | -$2.57M | 0.02% | 241 |
|
|
2021
Q1 | $13.4M | Buy |
148,160
+4,063
| +3% | +$350K | 0.03% | 228 |
|
|
2020
Q4 | $11.6M | Buy |
144,097
+2,987
| +2% | +$222K | 0.03% | 233 |
|
|
2020
Q3 | $9.25M | Buy |
141,110
+12,684
| +10% | +$835K | 0.02% | 222 |
|
|
2020
Q2 | $7.97M | Sell |
128,426
-998
| -0.8% | -$56.7K | 0.02% | 217 |
|
|
2020
Q1 | $6.17M | Sell |
129,424
-11,605
| -8% | -$764K | 0.02% | 224 |
|
|
2019
Q4 | $10.8M | Buy |
141,029
+2,887
| +2% | +$208K | 0.03% | 178 |
|
|
2019
Q3 | $9.24M | Sell |
138,142
-11,557
| -8% | -$726K | 0.03% | 191 |
|
|
2019
Q2 | $9.99M | Sell |
149,699
-1,098
| -0.7% | -$73.6K | 0.03% | 178 |
|
|
2019
Q1 | $10.3M | Sell |
150,797
-1,656
| -1% | -$109K | 0.04% | 160 |
|
|
2018
Q4 | $9.11M | Buy |
152,453
+1,254
| +0.8% | +$84.6K | 0.04% | 159 |
|
|
2018
Q3 | $11.6M | Buy |
151,199
+5,763
| +4% | +$425K | 0.04% | 147 |
|
|
2018
Q2 | $10.1M | Buy |
145,436
+1,005
| +0.7% | +$70.6K | 0.04% | 156 |
|
|
2018
Q1 | $9.87M | Buy |
144,431
+211
| +0.1% | +$15K | 0.04% | 151 |
|
|
2017
Q4 | $10.1M | Buy |
144,220
+3,569
| +3% | +$231K | 0.04% | 144 |
|
|
2017
Q3 | $8.84M | Sell |
140,651
-12,955
| -8% | -$781K | 0.04% | 152 |
|
|
2017
Q2 | $9.16M | Buy |
153,606
+16,309
| +12% | +$967K | 0.05% | 147 |
|
|
2017
Q1 | $8.22M | Sell |
137,297
-2,092
| -2% | -$125K | 0.04% | 155 |
|
|
2016
Q4 | $7.77M | Sell |
139,389
-6,127
| -4% | -$330K | 0.05% | 158 |
|
|
2016
Q3 | $7.93M | Buy |
145,516
+31,372
| +27% | +$1.68M | 0.05% | 148 |
|
|
2016
Q2 | $5.95M | Buy |
114,144
+3,470
| +3% | +$184K | 0.04% | 155 |
|
|
2016
Q1 | $6.02M | Sell |
110,674
-577
| -0.5% | -$27.8K | 0.05% | 146 |
|
|
2015
Q4 | $5.32M | Sell |
111,251
-8,903
| -7% | -$424K | 0.04% | 157 |
|
|
2015
Q3 | $5.31M | Buy |
120,154
+1,429
| +1% | +$70.3K | 0.05% | 158 |
|
|
2015
Q2 | $6.58M | Sell |
118,725
-2,567
| -2% | -$151K | 0.06% | 127 |
|
|
2015
Q1 | $6.87M | Sell |
121,292
-2,582
| -2% | -$150K | 0.06% | 120 |
|
|
2014
Q4 | $7.65M | Buy |
123,874
+3,486
| +3% | +$218K | 0.08% | 108 |
|
|
2014
Q3 | $7.53M | Buy |
120,388
+3,248
| +3% | +$211K | 0.09% | 102 |
|
|
2014
Q2 | $7.77M | Sell |
117,140
-730
| -0.6% | -$49.1K | 0.1% | 97 |
|
|
2014
Q1 | $7.87M | Sell |
117,870
-639
| -0.5% | -$42.1K | 0.12% | 86 |
|
|
2013
Q4 | $8.32M | Buy |
118,509
+97,898
| +475% | +$6.54M | 0.14% | 76 |
|
|
2013
Q3 | $1.33M | Buy |
20,611
+2,096
| +11% | +$128K | 0.03% | 215 |
|
|
2013
Q2 | $1.01M | Buy |
+18,515
| New | +$1.04M | 0.02% | 234 |
|
Other funds holding EMR
VCM
VPM
