DAS
Dynamic Advisor Solutions’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.18M | Buy |
68,829
+579
| +0.8% | +$77.2K | 0.28% | 85 |
|
|
2025
Q1 | $7.48M | Buy |
68,250
+2,177
| +3% | +$239K | 0.25% | 99 |
|
|
2024
Q4 | $8.19M | Sell |
66,073
-3,212
| -5% | -$398K | 0.35% | 66 |
|
|
2024
Q3 | $7.58M | Buy |
69,285
+5,416
| +8% | +$592K | 0.23% | 105 |
|
|
2024
Q2 | $7.04M | Buy |
63,869
+3,224
| +5% | +$355K | 0.22% | 106 |
|
|
2024
Q1 | $6.88M | Buy |
60,645
+1,901
| +3% | +$216K | 0.23% | 106 |
|
|
2023
Q4 | $5.61M | Buy |
58,744
+28,374
| +93% | +$2.71M | 0.21% | 135 |
|
|
2023
Q3 | $2.93M | Sell |
30,370
-841
| -3% | -$81.2K | 0.14% | 179 |
|
|
2023
Q2 | $2.82M | Buy |
31,211
+4,718
| +18% | +$426K | 0.15% | 174 |
|
|
2023
Q1 | $2.31M | Buy |
26,493
+622
| +2% | +$54.2K | 0.14% | 195 |
|
|
2022
Q4 | $2.49M | Buy |
25,871
+7,703
| +42% | +$740K | 0.17% | 149 |
|
|
2022
Q3 | $1.33M | Buy |
18,168
+458
| +3% | +$33.5K | 0.1% | 209 |
|
|
2022
Q2 | $1.41M | Buy |
17,710
+795
| +5% | +$63.3K | 0.11% | 204 |
|
|
2022
Q1 | $1.66M | Buy |
16,915
+476
| +3% | +$46.7K | 0.12% | 188 |
|
|
2021
Q4 | $1.53M | Buy |
16,439
+629
| +4% | +$58.5K | 0.11% | 201 |
|
|
2021
Q3 | $1.49M | Buy |
15,810
+449
| +3% | +$42.3K | 0.11% | 208 |
|
|
2021
Q2 | $1.48M | Buy |
15,361
+431
| +3% | +$41.5K | 0.12% | 205 |
|
|
2021
Q1 | $1.35M | Sell |
14,930
-1,495
| -9% | -$135K | 0.13% | 199 |
|
|
2020
Q4 | $1.32M | Buy |
16,425
+572
| +4% | +$46K | 0.12% | 188 |
|
|
2020
Q3 | $1.04M | Sell |
15,853
-1,049
| -6% | -$68.8K | 0.12% | 199 |
|
|
2020
Q2 | $1.05M | Buy |
16,902
+2,098
| +14% | +$130K | 0.14% | 175 |
|
|
2020
Q1 | $705K | Buy |
14,804
+2,003
| +16% | +$95.4K | 0.13% | 191 |
|
|
2019
Q4 | $976K | Sell |
12,801
-3,671
| -22% | -$280K | 0.13% | 195 |
|
|
2019
Q3 | $1.1M | Buy |
16,472
+3,521
| +27% | +$235K | 0.17% | 148 |
|
|
2019
Q2 | $864K | Buy |
12,951
+2,988
| +30% | +$199K | 0.14% | 179 |
|
|
2019
Q1 | $682K | Buy |
9,963
+2,579
| +35% | +$177K | 0.13% | 182 |
|
|
2018
Q4 | $472K | Sell |
7,384
-23,385
| -76% | -$1.49M | 0.1% | 212 |
|
|
2018
Q3 | $2.36M | Buy |
30,769
+261
| +0.9% | +$20K | 0.49% | 55 |
|
|
2018
Q2 | $2.11M | Sell |
30,508
-223
| -0.7% | -$15.4K | 0.48% | 55 |
|
|
2018
Q1 | $2.1M | Sell |
30,731
-7,136
| -19% | -$487K | 0.54% | 44 |
|
|
2017
Q4 | $2.64M | Sell |
37,867
-833
| -2% | -$58.1K | 0.86% | 33 |
|
|
2017
Q3 | $2.43M | Sell |
38,700
-1,530
| -4% | -$96.1K | 0.96% | 24 |
|
|
2017
Q2 | $2.4M | Sell |
40,230
-30,083
| -43% | -$1.79M | 0.93% | 26 |
|
|
2017
Q1 | $4.21M | Sell |
70,313
-10,164
| -13% | -$608K | 1.64% | 11 |
|
|
2016
Q4 | $4.49M | Buy |
80,477
+1,628
| +2% | +$90.8K | 1.79% | 8 |
|
|
2016
Q3 | $4.3M | Buy |
78,849
+7,591
| +11% | +$414K | 1.63% | 8 |
|
|
2016
Q2 | $3.72M | Buy |
71,258
+809
| +1% | +$42.2K | 1.51% | 14 |
|
|
2016
Q1 | $3.83M | Sell |
70,449
-1,847
| -3% | -$100K | 1.63% | 11 |
|
|
2015
Q4 | $3.46M | Buy |
+72,296
| New | +$3.46M | 1.43% | 13 |
|
|
2015
Q3 | – | Sell |
-24,422
| Closed | -$1.35M | – | 187 |
|
|
2015
Q2 | $1.35M | Buy |
+24,422
| New | +$1.35M | 0.79% | 41 |
|