EWM
Evercore Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
30,920
-4,715
| -13% | -$629K | 0.06% | 114 |
|
|
2025
Q1 | $3.91M | Sell |
35,635
-831
| -2% | -$91.1K | 0.06% | 113 |
|
|
2024
Q4 | $4.52M | Hold |
36,466
| – | – | 0.07% | 105 |
|
|
2024
Q3 | $3.99M | Sell |
36,466
-263
| -0.7% | -$28.8K | 0.06% | 114 |
|
|
2024
Q2 | $4.05M | Sell |
36,729
-182
| -0.5% | -$20K | 0.06% | 109 |
|
|
2024
Q1 | $4.19M | Sell |
36,911
-209
| -0.6% | -$23.7K | 0.07% | 109 |
|
|
2023
Q4 | $3.61M | Sell |
37,120
-2,301
| -6% | -$224K | 0.06% | 116 |
|
|
2023
Q3 | $3.81M | Sell |
39,421
-3,875
| -9% | -$374K | 0.07% | 106 |
|
|
2023
Q2 | $3.91M | Buy |
43,296
+488
| +1% | +$44.1K | 0.07% | 107 |
|
|
2023
Q1 | $3.73M | Sell |
42,808
-1,455
| -3% | -$127K | 0.07% | 107 |
|
|
2022
Q4 | $4.25M | Buy |
44,263
+173
| +0.4% | +$16.6K | 0.09% | 95 |
|
|
2022
Q3 | $3.23M | Buy |
44,090
+89
| +0.2% | +$6.52K | 0.07% | 107 |
|
|
2022
Q2 | $3.5M | Buy |
44,001
+56
| +0.1% | +$4.45K | 0.07% | 110 |
|
|
2022
Q1 | $4.31M | Sell |
43,945
-2,428
| -5% | -$238K | 0.08% | 108 |
|
|
2021
Q4 | $4.31M | Sell |
46,373
-3,750
| -7% | -$349K | 0.07% | 117 |
|
|
2021
Q3 | $4.72M | Hold |
50,123
| – | – | 0.09% | 108 |
|
|
2021
Q2 | $4.82M | Sell |
50,123
-110
| -0.2% | -$10.6K | 0.09% | 109 |
|
|
2021
Q1 | $4.53M | Sell |
50,233
-1,610
| -3% | -$145K | 0.09% | 112 |
|
|
2020
Q4 | $4.17M | Buy |
51,843
+420
| +0.8% | +$33.8K | 0.09% | 104 |
|
|
2020
Q3 | $3.37M | Sell |
51,423
-1,460
| -3% | -$95.7K | 0.08% | 107 |
|
|
2020
Q2 | $3.28M | Buy |
52,883
+1,866
| +4% | +$116K | 0.09% | 105 |
|
|
2020
Q1 | $2.43M | Sell |
51,017
-1,789
| -3% | -$85.2K | 0.08% | 115 |
|
|
2019
Q4 | $4.03M | Sell |
52,806
-878
| -2% | -$67K | 0.11% | 107 |
|
|
2019
Q3 | $3.59M | Buy |
53,684
+2,954
| +6% | +$198K | 0.11% | 110 |
|
|
2019
Q2 | $3.39M | Buy |
50,730
+3,421
| +7% | +$228K | 0.1% | 113 |
|
|
2019
Q1 | $3.24M | Sell |
47,309
-1,547
| -3% | -$106K | 0.1% | 106 |
|
|
2018
Q4 | $2.92M | Sell |
48,856
-74
| -0.2% | -$4.42K | 0.11% | 103 |
|
|
2018
Q3 | $3.75M | Sell |
48,930
-2,246
| -4% | -$172K | 0.12% | 101 |
|
|
2018
Q2 | $3.54M | Sell |
51,176
-364
| -0.7% | -$25.2K | 0.12% | 104 |
|
|
2018
Q1 | $3.52M | Sell |
51,540
-275
| -0.5% | -$18.8K | 0.13% | 98 |
|
|
2017
Q4 | $3.61M | Sell |
51,815
-800
| -2% | -$55.8K | 0.13% | 96 |
|
|
2017
Q3 | $3.31M | Sell |
52,615
-1,500
| -3% | -$94.3K | 0.13% | 99 |
|
|
2017
Q2 | $3.23M | Sell |
54,115
-5,850
| -10% | -$349K | 0.12% | 103 |
|
|
2017
Q1 | $3.59M | Buy |
59,965
+243
| +0.4% | +$14.5K | 0.14% | 101 |
|
|
2016
Q4 | $3.33M | Sell |
59,722
-170
| -0.3% | -$9.48K | 0.14% | 103 |
|
|
2016
Q3 | $3.26M | Sell |
59,892
-2,210
| -4% | -$120K | 0.14% | 108 |
|
|
2016
Q2 | $3.24M | Sell |
62,102
-3,283
| -5% | -$171K | 0.14% | 103 |
|
|
2016
Q1 | $3.56M | Sell |
65,385
-3,193
| -5% | -$174K | 0.16% | 100 |
|
|
2015
Q4 | $3.28M | Sell |
68,578
-3,634
| -5% | -$174K | 0.15% | 103 |
|
|
2015
Q3 | $3.19M | Sell |
72,212
-10,834
| -13% | -$479K | 0.15% | 107 |
|
|
2015
Q2 | $4.6M | Sell |
83,046
-4,936
| -6% | -$274K | 0.21% | 99 |
|
|
2015
Q1 | $4.98M | Sell |
87,982
-12,891
| -13% | -$730K | 0.23% | 97 |
|
|
2014
Q4 | $6.23M | Sell |
100,873
-7,226
| -7% | -$446K | 0.31% | 75 |
|
|
2014
Q3 | $6.76M | Sell |
108,099
-1,439
| -1% | -$90K | 0.34% | 76 |
|
|
2014
Q2 | $7.27M | Buy |
109,538
+9,654
| +10% | +$641K | 0.37% | 72 |
|
|
2014
Q1 | $6.67M | Sell |
99,884
-37,307
| -27% | -$2.49M | 0.37% | 73 |
|
|
2013
Q4 | $9.63M | Sell |
137,191
-987
| -0.7% | -$69.3K | 0.53% | 62 |
|
|
2013
Q3 | $8.94M | Sell |
138,178
-1,416
| -1% | -$91.6K | 0.51% | 61 |
|
|
2013
Q2 | $7.61M | Buy |
+139,594
| New | +$7.61M | 0.43% | 71 |
|