CreativeOne Wealth’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 | $636K | Buy |
4,771
+1,281
| +37% | +$171K | 0.02% | 669 |
|
|
2025
Q1 | $383K | Buy |
3,490
+217
| +7% | +$23.8K | 0.01% | 780 |
|
|
2024
Q4 | $406K | Sell |
3,273
-1,792
| -35% | -$222K | 0.01% | 761 |
|
|
2024
Q3 | $554K | Buy |
5,065
+2,781
| +122% | +$304K | 0.02% | 596 |
|
|
2024
Q2 | $252K | Sell |
2,284
-3,054
| -57% | -$337K | 0.01% | 660 |
|
|
2024
Q1 | $605K | Buy |
+5,338
| New | +$605K | 0.02% | 510 |
|
|
2023
Q3 | – | Sell |
-4,761
| Closed | -$430K | – | 655 |
|
|
2023
Q2 | $430K | Sell |
4,761
-1,942
| -29% | -$175K | 0.02% | 536 |
|
|
2023
Q1 | $584K | Buy |
6,703
+2,213
| +49% | +$193K | 0.03% | 424 |
|
|
2022
Q4 | $431K | Sell |
4,490
-2,026
| -31% | -$194K | 0.02% | 473 |
|
|
2022
Q3 | $477K | Buy |
6,516
+182
| +3% | +$13.3K | 0.03% | 420 |
|
|
2022
Q2 | $504K | Sell |
6,334
-1,855
| -23% | -$148K | 0.03% | 415 |
|
|
2022
Q1 | $803K | Buy |
8,189
+1,038
| +15% | +$102K | 0.04% | 322 |
|
|
2021
Q4 | $665K | Buy |
7,151
+1,333
| +23% | +$124K | 0.03% | 376 |
|
|
2021
Q3 | $548K | Buy |
5,818
+865
| +17% | +$81.5K | 0.03% | 384 |
|
|
2021
Q2 | $477K | Buy |
4,953
+1,868
| +61% | +$180K | 0.03% | 388 |
|
|
2021
Q1 | $278K | Sell |
3,085
-400
| -11% | -$36K | 0.02% | 467 |
|
|
2020
Q4 | $280K | Buy |
+3,485
| New | +$280K | 0.02% | 385 |
|