Executive Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $423K | Sell |
3,416
-62,390
| -95% | -$7.73M | 0.03% | 179 |
|
|
2024
Q3 | $7.2M | Buy |
+65,806
| New | +$7.2M | 0.56% | 60 |
|
|
2024
Q2 | – | Sell |
-83,939
| Closed | -$9.53M | – | 155 |
|
|
2024
Q1 | $9.53M | Buy |
83,939
+2
| +0% | +$227 | 0.84% | 33 |
|
|
2023
Q4 | $8.17M | Sell |
83,937
-311
| -0.4% | -$30.3K | 0.77% | 46 |
|
|
2023
Q3 | $8.14M | Buy |
84,248
+1,818
| +2% | +$176K | 0.84% | 37 |
|
|
2023
Q2 | $7.45M | Buy |
82,430
+3,718
| +5% | +$336K | 0.77% | 43 |
|
|
2023
Q1 | $6.86M | Buy |
78,712
+2,894
| +4% | +$252K | 0.76% | 38 |
|
|
2022
Q4 | $7.28M | Buy |
75,818
+70,572
| +1,345% | +$6.78M | 0.89% | 33 |
|
|
2022
Q3 | $5.25K | Sell |
5,246
-65,298
| -93% | -$65.3K | 0.73% | 49 |
|
|
2022
Q2 | $5.61M | Sell |
70,544
-8,000
| -10% | -$636K | 0.75% | 45 |
|
|
2022
Q1 | $7.7M | Buy |
78,544
+1,923
| +3% | +$189K | 0.84% | 37 |
|
|
2021
Q4 | $7.12M | Buy |
76,621
+3,171
| +4% | +$295K | 0.71% | 43 |
|
|
2021
Q3 | $6.92M | Buy |
73,450
+86
| +0.1% | +$8.1K | 0.76% | 37 |
|
|
2021
Q2 | $7.06M | Buy |
73,364
+5,838
| +9% | +$562K | 0.77% | 31 |
|
|
2021
Q1 | $6.09M | Sell |
67,526
-4,112
| -6% | -$371K | 0.72% | 35 |
|
|
2020
Q4 | $5.76M | Buy |
71,638
+7,895
| +12% | +$634K | 0.71% | 37 |
|
|
2020
Q3 | $4.18M | Buy |
+63,743
| New | +$4.18M | 0.58% | 47 |
|
|
2019
Q3 | – | Sell |
-453
| Closed | -$30K | – | 327 |
|
|
2019
Q2 | $30K | Sell |
453
-248
| -35% | -$16.4K | ﹤0.01% | 393 |
|
|
2019
Q1 | $48K | Sell |
701
-710
| -50% | -$48.6K | 0.01% | 273 |
|
|
2018
Q4 | $84K | Buy |
+1,411
| New | +$84K | 0.01% | 218 |
|