Fiduciary Group’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 | $1.19M | Sell |
8,928
-50
| -0.6% | -$6.67K | 0.11% | 145 |
|
2025
Q1 | $984K | Sell |
8,978
-22
| -0.2% | -$2.41K | 0.1% | 155 |
|
2024
Q4 | $1.12M | Buy |
9,000
+38
| +0.4% | +$4.71K | 0.11% | 141 |
|
2024
Q3 | $980K | Hold |
8,962
| – | – | 0.1% | 148 |
|
2024
Q2 | $987K | Sell |
8,962
-50
| -0.6% | -$5.51K | 0.11% | 141 |
|
2024
Q1 | $1.02M | Buy |
9,012
+85
| +1% | +$9.64K | 0.11% | 134 |
|
2023
Q4 | $869K | Sell |
8,927
-226
| -2% | -$22K | 0.1% | 137 |
|
2023
Q3 | $884K | Hold |
9,153
| – | – | 0.11% | 124 |
|
2023
Q2 | $827K | Sell |
9,153
-230
| -2% | -$20.8K | 0.1% | 126 |
|
2023
Q1 | $818K | Sell |
9,383
-47
| -0.5% | -$4.1K | 0.11% | 128 |
|
2022
Q4 | $906K | Buy |
9,430
+100
| +1% | +$9.61K | 0.12% | 124 |
|
2022
Q3 | $877K | Buy |
9,330
+62
| +0.7% | +$5.83K | 0.11% | 123 |
|
2022
Q2 | $811K | Buy |
9,268
+501
| +6% | +$43.8K | 0.1% | 129 |
|
2022
Q1 | $729K | Buy |
8,767
+71
| +0.8% | +$5.9K | 0.1% | 122 |
|
2021
Q4 | $808K | Hold |
8,696
| – | – | 0.09% | 124 |
|
2021
Q3 | $844K | Sell |
8,696
-48
| -0.5% | -$4.66K | 0.1% | 120 |
|
2021
Q2 | $876K | Hold |
8,744
| – | – | 0.1% | 121 |
|
2021
Q1 | $791K | Hold |
8,744
| – | – | 0.1% | 123 |
|
2020
Q4 | $745K | Sell |
8,744
-92
| -1% | -$7.84K | 0.1% | 122 |
|
2020
Q3 | $579K | Sell |
8,836
-2,071
| -19% | -$136K | 0.09% | 131 |
|
2020
Q2 | $677K | Buy |
10,907
+270
| +3% | +$16.8K | 0.11% | 116 |
|
2020
Q1 | $507K | Buy |
10,637
+662
| +7% | +$31.6K | 0.1% | 119 |
|
2019
Q4 | $761K | Hold |
9,975
| – | – | 0.12% | 105 |
|
2019
Q3 | $667K | Sell |
9,975
-1,302
| -12% | -$87.1K | 0.12% | 109 |
|
2019
Q2 | $752K | Sell |
11,277
-631
| -5% | -$42.1K | 0.14% | 101 |
|
2019
Q1 | $815K | Buy |
11,908
+825
| +7% | +$56.5K | 0.15% | 96 |
|
2018
Q4 | $662K | Buy |
11,083
+730
| +7% | +$43.6K | 0.14% | 99 |
|
2018
Q3 | $793K | Sell |
10,353
-181
| -2% | -$13.9K | 0.16% | 99 |
|
2018
Q2 | $728K | Sell |
10,534
-200
| -2% | -$13.8K | 0.15% | 95 |
|
2018
Q1 | $733K | Buy |
10,734
+16
| +0.1% | +$1.09K | 0.16% | 100 |
|
2017
Q4 | $747K | Sell |
10,718
-25
| -0.2% | -$1.74K | 0.16% | 101 |
|
2017
Q3 | $675K | Buy |
10,743
+762
| +8% | +$47.9K | 0.15% | 106 |
|
2017
Q2 | $595K | Hold |
9,981
| – | – | 0.14% | 113 |
|
2017
Q1 | $597K | Sell |
9,981
-100
| -1% | -$5.98K | 0.14% | 116 |
|
2016
Q4 | $562K | Sell |
10,081
-800
| -7% | -$44.6K | 0.15% | 115 |
|
2016
Q3 | $593K | Hold |
10,881
| – | – | 0.16% | 115 |
|
2016
Q2 | $568K | Sell |
10,881
-61
| -0.6% | -$3.18K | 0.16% | 117 |
|
2016
Q1 | $595K | Buy |
10,942
+510
| +5% | +$27.7K | 0.17% | 109 |
|
2015
Q4 | $499K | Sell |
10,432
-4,613
| -31% | -$221K | 0.15% | 121 |
|
2015
Q3 | $665K | Sell |
15,045
-580
| -4% | -$25.6K | 0.22% | 108 |
|
2015
Q2 | $866K | Buy |
+15,625
| New | +$866K | 0.27% | 103 |
|