EWM
Empirical Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.1M | Sell |
75,616
-1,719
| -2% | -$229K | 0.23% | 90 |
|
|
2025
Q1 | $8.48M | Buy |
77,335
+73,107
| +1,729% | +$8.02M | 0.22% | 94 |
|
|
2024
Q4 | $524K | Sell |
4,228
-389
| -8% | -$48.2K | 0.01% | 377 |
|
|
2024
Q3 | $505K | Sell |
4,617
-496
| -10% | -$54.2K | 0.01% | 364 |
|
|
2024
Q2 | $563K | Buy |
5,113
+992
| +24% | +$109K | 0.02% | 333 |
|
|
2024
Q1 | $467K | Sell |
4,121
-60
| -1% | -$6.81K | 0.01% | 355 |
|
|
2023
Q4 | $407K | Buy |
4,181
+9
| +0.2% | +$876 | 0.01% | 351 |
|
|
2023
Q3 | $403K | Buy |
4,172
+832
| +25% | +$80.3K | 0.02% | 331 |
|
|
2023
Q2 | $302K | Buy |
3,340
+311
| +10% | +$28.1K | 0.01% | 371 |
|
|
2023
Q1 | $264K | Sell |
3,029
-28
| -0.9% | -$2.44K | 0.01% | 410 |
|
|
2022
Q4 | $294K | Sell |
3,057
-444
| -13% | -$42.7K | 0.01% | 378 |
|
|
2022
Q3 | $256K | Buy |
3,501
+129
| +4% | +$9.43K | 0.01% | 405 |
|
|
2022
Q2 | $268K | Sell |
3,372
-412
| -11% | -$32.7K | 0.01% | 406 |
|
|
2022
Q1 | $371K | Sell |
3,784
-646
| -15% | -$63.3K | 0.02% | 368 |
|
|
2021
Q4 | $412K | Sell |
4,430
-914
| -17% | -$85K | 0.02% | 376 |
|
|
2021
Q3 | $503K | Buy |
5,344
+421
| +9% | +$39.6K | 0.03% | 298 |
|
|
2021
Q2 | $474K | Buy |
4,923
+719
| +17% | +$69.2K | 0.03% | 309 |
|
|
2021
Q1 | $379K | Buy |
4,204
+1,032
| +33% | +$93K | 0.03% | 291 |
|
|
2020
Q4 | $255K | Buy |
+3,172
| New | +$255K | 0.02% | 316 |
|
|
2020
Q1 | – | Sell |
-2,778
| Closed | -$212K | – | 326 |
|
|
2019
Q4 | $212K | Buy |
+2,778
| New | +$212K | 0.02% | 303 |
|
|
2015
Q3 | – | Sell |
-3,784
| Closed | -$210K | – | 117 |
|
|
2015
Q2 | $210K | Buy |
+3,784
| New | +$210K | 0.05% | 112 |
|