EP Wealth Advisors’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 | $4.49M | Buy |
33,663
+8,002
| +31% | +$1.07M | 0.03% | 282 |
|
|
2025
Q1 | $2.81M | Sell |
25,661
-271
| -1% | -$29.7K | 0.02% | 309 |
|
|
2024
Q4 | $3.21M | Sell |
25,932
-11,439
| -31% | -$1.42M | 0.03% | 276 |
|
|
2024
Q3 | $4.09M | Buy |
37,371
+16,388
| +78% | +$1.79M | 0.04% | 243 |
|
|
2024
Q2 | $2.31M | Buy |
20,983
+14,009
| +201% | +$1.54M | 0.02% | 257 |
|
|
2024
Q1 | $791K | Sell |
6,974
-17
| -0.2% | -$1.93K | 0.01% | 422 |
|
|
2023
Q4 | $680K | Buy |
6,991
+1,415
| +25% | +$138K | 0.01% | 436 |
|
|
2023
Q3 | $538K | Sell |
5,576
-4,289
| -43% | -$414K | 0.01% | 446 |
|
|
2023
Q2 | $507K | Sell |
9,865
-3,998
| -29% | -$206K | 0.01% | 459 |
|
|
2023
Q1 | $1.2M | Buy |
13,863
+5,664
| +69% | +$489K | 0.02% | 286 |
|
|
2022
Q4 | $788K | Buy |
+8,199
| New | +$788K | 0.01% | 321 |
|
|
2022
Q3 | – | Sell |
-7,313
| Closed | -$582K | – | 419 |
|
|
2022
Q2 | $582K | Buy |
7,313
+2,991
| +69% | +$238K | 0.01% | 341 |
|
|
2022
Q1 | $424K | Sell |
4,322
-1,055
| -20% | -$103K | 0.01% | 413 |
|
|
2021
Q4 | $500K | Buy |
5,377
+330
| +7% | +$30.7K | 0.01% | 352 |
|
|
2021
Q3 | $475K | Buy |
5,047
+1,617
| +47% | +$152K | 0.01% | 341 |
|
|
2021
Q2 | $330K | Buy |
3,430
+558
| +19% | +$53.7K | 0.01% | 424 |
|
|
2021
Q1 | $259K | Buy |
+2,872
| New | +$259K | 0.01% | 429 |
|
|
2020
Q1 | – | Sell |
-2,905
| Closed | -$222K | – | 392 |
|
|
2019
Q4 | $222K | Sell |
2,905
-160
| -5% | -$12.2K | 0.01% | 375 |
|
|
2019
Q3 | $205K | Sell |
3,065
-1,122
| -27% | -$75K | 0.01% | 341 |
|
|
2019
Q2 | $279K | Sell |
4,187
-633
| -13% | -$42.2K | 0.02% | 247 |
|
|
2019
Q1 | $330K | Buy |
+4,820
| New | +$330K | 0.03% | 197 |
|
|
2018
Q4 | – | Sell |
-3,259
| Closed | -$250K | – | 274 |
|
|
2018
Q3 | $250K | Buy |
+3,259
| New | +$250K | 0.02% | 241 |
|