EverSource Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $548K | Buy |
4,112
+738
| +22% | +$98.4K | 0.02% | 415 |
|
|
2025
Q1 | $370K | Buy |
3,374
+219
| +7% | +$24K | 0.02% | 450 |
|
|
2024
Q4 | $391K | Buy |
3,155
+252
| +9% | +$31.2K | 0.02% | 431 |
|
|
2024
Q3 | $317K | Buy |
2,903
+290
| +11% | +$31.7K | 0.02% | 434 |
|
|
2024
Q2 | $306K | Buy |
2,613
+1,126
| +76% | +$132K | 0.02% | 435 |
|
|
2024
Q1 | $160K | Buy |
1,487
+262
| +21% | +$28.2K | 0.01% | 562 |
|
|
2023
Q4 | $119K | Buy |
1,225
+253
| +26% | +$24.6K | 0.01% | 578 |
|
|
2023
Q3 | $93.9K | Buy |
972
+89
| +10% | +$8.6K | 0.01% | 586 |
|
|
2023
Q2 | $79.8K | Buy |
883
+125
| +16% | +$11.3K | 0.01% | 660 |
|
|
2023
Q1 | $66.1K | Buy |
758
+116
| +18% | +$10.1K | 0.01% | 681 |
|
|
2022
Q4 | $61.7K | Buy |
642
+299
| +87% | +$28.7K | 0.01% | 677 |
|
|
2022
Q3 | $25K | Sell |
343
-124
| -27% | -$9.04K | 0.01% | 829 |
|
|
2022
Q2 | $38K | Sell |
467
-145
| -24% | -$11.8K | 0.01% | 682 |
|
|
2022
Q1 | $60K | Buy |
612
+91
| +17% | +$8.92K | 0.02% | 432 |
|
|
2021
Q4 | $49K | Buy |
+521
| New | +$49K | 0.01% | 429 |
|