Financial Advocates Investment Management’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 | – | Sell |
-2,683
| Closed | -$294K | – | 647 |
|
|
2025
Q1 | $294K | Sell |
2,683
-7,983
| -75% | -$875K | 0.02% | 563 |
|
|
2024
Q4 | $1.32M | Buy |
10,666
+71
| +0.7% | +$8.8K | 0.08% | 237 |
|
|
2024
Q3 | $1.16M | Sell |
10,595
-201
| -2% | -$22K | 0.07% | 277 |
|
|
2024
Q2 | $1.19M | Sell |
10,796
-627
| -5% | -$69.1K | 0.07% | 253 |
|
|
2024
Q1 | $1.3M | Buy |
11,423
+1,215
| +12% | +$138K | 0.08% | 257 |
|
|
2023
Q4 | $994K | Buy |
10,208
+101
| +1% | +$9.83K | 0.07% | 289 |
|
|
2023
Q3 | $976K | Sell |
10,107
-342
| -3% | -$33K | 0.07% | 273 |
|
|
2023
Q2 | $944K | Sell |
10,449
-193
| -2% | -$17.4K | 0.07% | 281 |
|
|
2023
Q1 | $927K | Sell |
10,642
-497
| -4% | -$43.3K | 0.07% | 298 |
|
|
2022
Q4 | $1.07M | Sell |
11,139
-573
| -5% | -$55K | 0.08% | 269 |
|
|
2022
Q3 | $872K | Sell |
11,712
-1,459
| -11% | -$109K | 0.07% | 280 |
|
|
2022
Q2 | $1.05M | Sell |
13,171
-2,221
| -14% | -$177K | 0.09% | 258 |
|
|
2022
Q1 | $1.51M | Sell |
15,392
-1,307
| -8% | -$128K | 0.1% | 227 |
|
|
2021
Q4 | $1.55M | Buy |
16,699
+1,187
| +8% | +$110K | 0.1% | 234 |
|
|
2021
Q3 | $1.46M | Sell |
15,512
-1,592
| -9% | -$150K | 0.1% | 240 |
|
|
2021
Q2 | $1.65M | Sell |
17,104
-959
| -5% | -$92.3K | 0.11% | 221 |
|
|
2021
Q1 | $1.63M | Sell |
18,063
-98
| -0.5% | -$8.84K | 0.12% | 207 |
|
|
2020
Q4 | $1.46M | Buy |
18,161
+653
| +4% | +$52.5K | 0.1% | 230 |
|
|
2020
Q3 | $1.15M | Buy |
17,508
+3,055
| +21% | +$200K | 0.1% | 217 |
|
|
2020
Q2 | $897K | Sell |
14,453
-2,410
| -14% | -$150K | 0.09% | 254 |
|
|
2020
Q1 | $803K | Sell |
16,863
-672
| -4% | -$32K | 0.11% | 207 |
|
|
2019
Q4 | $1.34M | Buy |
17,535
+67
| +0.4% | +$5.11K | 0.14% | 168 |
|
|
2019
Q3 | $1.17M | Sell |
17,468
-790
| -4% | -$52.8K | 0.13% | 164 |
|
|
2019
Q2 | $1.22M | Buy |
18,258
+149
| +0.8% | +$9.94K | 0.14% | 161 |
|
|
2019
Q1 | $1.24M | Sell |
18,109
-458
| -2% | -$31.4K | 0.15% | 154 |
|
|
2018
Q4 | $1.11M | Sell |
18,567
-2,960
| -14% | -$177K | 0.15% | 151 |
|
|
2018
Q3 | $1.65M | Sell |
21,527
-1,162
| -5% | -$89K | 0.18% | 130 |
|
|
2018
Q2 | $1.58M | Sell |
22,689
-313
| -1% | -$21.7K | 0.19% | 121 |
|
|
2018
Q1 | $1.57M | Buy |
23,002
+1,754
| +8% | +$120K | 0.2% | 112 |
|
|
2017
Q4 | $1.48M | Buy |
+21,248
| New | +$1.48M | 0.2% | 109 |
|