EWM
Evermay Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $325K | Sell |
2,437
-275
| -10% | -$36.7K | 0.04% | 160 |
|
|
2025
Q1 | $297K | Hold |
2,712
| – | – | 0.04% | 162 |
|
|
2024
Q4 | $336K | Sell |
2,712
-200
| -7% | -$24.8K | 0.05% | 152 |
|
|
2024
Q3 | $318K | Sell |
2,912
-316
| -10% | -$34.6K | 0.05% | 155 |
|
|
2024
Q2 | $356K | Hold |
3,228
| – | – | 0.06% | 152 |
|
|
2024
Q1 | $366K | Sell |
3,228
-100
| -3% | -$11.3K | 0.06% | 155 |
|
|
2023
Q4 | $324K | Buy |
3,328
+76
| +2% | +$7.4K | 0.06% | 139 |
|
|
2023
Q3 | $314K | Hold |
3,252
| – | – | 0.06% | 125 |
|
|
2023
Q2 | $294K | Hold |
3,252
| – | – | 0.06% | 139 |
|
|
2023
Q1 | $283K | Sell |
3,252
-22
| -0.7% | -$1.92K | 0.06% | 142 |
|
|
2022
Q4 | $315K | Sell |
3,274
-110
| -3% | -$10.6K | 0.06% | 132 |
|
|
2022
Q3 | $248K | Hold |
3,384
| – | – | 0.05% | 147 |
|
|
2022
Q2 | $269K | Sell |
3,384
-95
| -3% | -$7.55K | 0.05% | 139 |
|
|
2022
Q1 | $341K | Sell |
3,479
-503
| -13% | -$49.3K | 0.06% | 143 |
|
|
2021
Q4 | $370K | Buy |
3,982
+184
| +5% | +$17.1K | 0.07% | 122 |
|
|
2021
Q3 | $358K | Sell |
3,798
-206
| -5% | -$19.4K | 0.07% | 114 |
|
|
2021
Q2 | $385K | Hold |
4,004
| – | – | 0.07% | 116 |
|
|
2021
Q1 | $361K | Sell |
4,004
-490
| -11% | -$44.2K | 0.07% | 123 |
|
|
2020
Q4 | $361K | Sell |
4,494
-201
| -4% | -$16.1K | 0.08% | 118 |
|
|
2020
Q3 | $308K | Buy |
4,695
+200
| +4% | +$13.1K | 0.08% | 120 |
|
|
2020
Q2 | $279K | Sell |
4,495
-795
| -15% | -$49.3K | 0.07% | 120 |
|
|
2020
Q1 | $252K | Sell |
5,290
-4,373
| -45% | -$208K | 0.08% | 117 |
|
|
2019
Q4 | $737K | Sell |
9,663
-1,001
| -9% | -$76.3K | 0.18% | 59 |
|
|
2019
Q3 | $713K | Buy |
10,664
+1,341
| +14% | +$89.7K | 0.19% | 58 |
|
|
2019
Q2 | $622K | Buy |
9,323
+3,775
| +68% | +$252K | 0.17% | 62 |
|
|
2019
Q1 | $380K | Buy |
5,548
+1,600
| +41% | +$110K | 0.11% | 94 |
|
|
2018
Q4 | $236K | Buy |
+3,948
| New | +$236K | 0.08% | 120 |
|
|
2015
Q1 | – | Sell |
-6,720
| Closed | -$415K | – | 89 |
|
|
2014
Q4 | $415K | Sell |
6,720
-754
| -10% | -$46.6K | 0.27% | 49 |
|
|
2014
Q3 | $468K | Hold |
7,474
| – | – | 0.4% | 39 |
|
|
2014
Q2 | $496K | Buy |
7,474
+3,170
| +74% | +$210K | 0.43% | 33 |
|
|
2014
Q1 | $288K | Buy |
+4,304
| New | +$288K | 0.31% | 52 |
|