Eads & Heald 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 | $2.74M | Buy |
20,516
+405
| +2% | +$54K | 1.35% | 18 |
|
|
2025
Q1 | $2.21M | Buy |
20,111
+235
| +1% | +$25.8K | 1.12% | 31 |
|
|
2024
Q4 | $2.46M | Sell |
19,876
-410
| -2% | -$50.8K | 1.21% | 22 |
|
|
2024
Q3 | $2.22M | Sell |
20,286
-1,161
| -5% | -$127K | 1.05% | 37 |
|
|
2024
Q2 | $2.36M | Sell |
21,447
-881
| -4% | -$97.1K | 1.14% | 28 |
|
|
2024
Q1 | $2.53M | Sell |
22,328
-1,629
| -7% | -$185K | 1.18% | 24 |
|
|
2023
Q4 | $2.33M | Sell |
23,957
-456
| -2% | -$44.4K | 1.12% | 31 |
|
|
2023
Q3 | $2.36M | Sell |
24,413
-416
| -2% | -$40.2K | 1.24% | 27 |
|
|
2023
Q2 | $2.24M | Sell |
24,829
-2,213
| -8% | -$200K | 1.1% | 32 |
|
|
2023
Q1 | $2.36M | Sell |
27,042
-401
| -1% | -$34.9K | 1.17% | 29 |
|
|
2022
Q4 | $2.64M | Sell |
27,443
-176
| -0.6% | -$16.9K | 1.34% | 17 |
|
|
2022
Q3 | $2.02M | Sell |
27,619
-186
| -0.7% | -$13.6K | 1.15% | 32 |
|
|
2022
Q2 | $2.21M | Sell |
27,805
-190
| -0.7% | -$15.1K | 1.19% | 26 |
|
|
2022
Q1 | $2.75M | Buy |
27,995
+120
| +0.4% | +$11.8K | 1.27% | 18 |
|
|
2021
Q4 | $2.59M | Sell |
27,875
-465
| -2% | -$43.2K | 1.13% | 31 |
|
|
2021
Q3 | $2.67M | Sell |
28,340
-42
| -0.1% | -$3.96K | 1.29% | 15 |
|
|
2021
Q2 | $2.73M | Sell |
28,382
-555
| -2% | -$53.4K | 1.33% | 14 |
|
|
2021
Q1 | $2.61M | Buy |
28,937
+1,803
| +7% | +$163K | 1.34% | 14 |
|
|
2020
Q4 | $2.18M | Buy |
27,134
+619
| +2% | +$49.8K | 1.18% | 29 |
|
|
2020
Q3 | $1.74M | Sell |
26,515
-2,914
| -10% | -$191K | 1.04% | 40 |
|
|
2020
Q2 | $1.83M | Buy |
29,429
+850
| +3% | +$52.7K | 1.11% | 37 |
|
|
2020
Q1 | $1.36M | Buy |
28,579
+107
| +0.4% | +$5.1K | 0.96% | 47 |
|
|
2019
Q4 | $2.17M | Sell |
28,472
-260
| -0.9% | -$19.8K | 1.15% | 34 |
|
|
2019
Q3 | $1.92M | Buy |
28,732
+845
| +3% | +$56.5K | 1.07% | 45 |
|
|
2019
Q2 | $1.86M | Sell |
27,887
-283
| -1% | -$18.9K | 1.05% | 42 |
|
|
2019
Q1 | $1.93M | Buy |
28,170
+332
| +1% | +$22.7K | 1.12% | 38 |
|
|
2018
Q4 | $1.66M | Sell |
27,838
-220
| -0.8% | -$13.1K | 1.11% | 43 |
|
|
2018
Q3 | $2.15M | Sell |
28,058
-572
| -2% | -$43.8K | 1.23% | 27 |
|
|
2018
Q2 | $1.98M | Sell |
28,630
-157
| -0.5% | -$10.9K | 1.22% | 29 |
|
|
2018
Q1 | $1.97M | Sell |
28,787
-1,615
| -5% | -$110K | 1.25% | 28 |
|
|
2017
Q4 | $2.12M | Sell |
30,402
-230
| -0.8% | -$16K | 1.25% | 23 |
|
|
2017
Q3 | $1.93M | Sell |
30,632
-105
| -0.3% | -$6.6K | 1.2% | 30 |
|
|
2017
Q2 | $1.83M | Sell |
30,737
-762
| -2% | -$45.4K | 1.18% | 29 |
|
|
2017
Q1 | $1.89M | Sell |
31,499
-240
| -0.8% | -$14.4K | 1.22% | 30 |
|
|
2016
Q4 | $1.77M | Sell |
31,739
-555
| -2% | -$30.9K | 1.21% | 30 |
|
|
2016
Q3 | $1.76M | Sell |
32,294
-557
| -2% | -$30.4K | 1.21% | 26 |
|
|
2016
Q2 | $1.71M | Buy |
32,851
+1,893
| +6% | +$98.8K | 1.18% | 31 |
|
|
2016
Q1 | $1.68M | Sell |
30,958
-955
| -3% | -$51.9K | 1.16% | 34 |
|
|
2015
Q4 | $1.53M | Buy |
31,913
+5,133
| +19% | +$245K | 1.06% | 39 |
|
|
2015
Q3 | $1.18M | Buy |
26,780
+82
| +0.3% | +$3.62K | 0.84% | 58 |
|
|
2015
Q2 | $1.48M | Buy |
26,698
+114
| +0.4% | +$6.32K | 0.97% | 45 |
|
|
2015
Q1 | $1.51M | Sell |
26,584
-568
| -2% | -$32.2K | 0.97% | 48 |
|
|
2014
Q4 | $1.68M | Sell |
27,152
-50
| -0.2% | -$3.09K | 1.07% | 42 |
|
|
2014
Q3 | $1.7M | Sell |
27,202
-300
| -1% | -$18.8K | 1.15% | 39 |
|
|
2014
Q2 | $1.83M | Sell |
27,502
-2,129
| -7% | -$141K | 1.21% | 35 |
|
|
2014
Q1 | $1.98M | Buy |
29,631
+37
| +0.1% | +$2.47K | 1.3% | 30 |
|
|
2013
Q4 | $2.08M | Sell |
29,594
-344
| -1% | -$24.1K | 1.38% | 23 |
|
|
2013
Q3 | $1.94M | Sell |
29,938
-2,601
| -8% | -$168K | 1.38% | 24 |
|
|
2013
Q2 | $1.78M | Buy |
+32,539
| New | +$1.78M | 1.26% | 32 |
|