Forum Financial 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 | $786K | Buy |
5,892
+442
| +8% | +$58.9K | 0.01% | 260 |
|
|
2025
Q1 | $598K | Sell |
5,450
-282
| -5% | -$30.9K | 0.01% | 312 |
|
|
2024
Q4 | $710K | Buy |
5,732
+953
| +20% | +$118K | 0.01% | 273 |
|
|
2024
Q3 | $523K | Buy |
4,779
+4
| +0.1% | +$437 | 0.01% | 314 |
|
|
2024
Q2 | $526K | Sell |
4,775
-191
| -4% | -$21K | 0.01% | 291 |
|
|
2024
Q1 | $563K | Sell |
4,966
-2,005
| -29% | -$227K | 0.01% | 292 |
|
|
2023
Q4 | $678K | Buy |
6,971
+849
| +14% | +$82.6K | 0.01% | 221 |
|
|
2023
Q3 | $591K | Buy |
6,122
+7
| +0.1% | +$676 | 0.01% | 242 |
|
|
2023
Q2 | $553K | Buy |
6,115
+24
| +0.4% | +$2.17K | 0.01% | 274 |
|
|
2023
Q1 | $531K | Sell |
6,091
-26
| -0.4% | -$2.27K | 0.02% | 250 |
|
|
2022
Q4 | $588K | Sell |
6,117
-385
| -6% | -$37K | 0.02% | 219 |
|
|
2022
Q3 | $476K | Sell |
6,502
-27
| -0.4% | -$1.98K | 0.02% | 225 |
|
|
2022
Q2 | $519K | Sell |
6,529
-546
| -8% | -$43.4K | 0.03% | 230 |
|
|
2022
Q1 | $693K | Buy |
7,075
+2,112
| +43% | +$207K | 0.03% | 181 |
|
|
2021
Q4 | $461K | Buy |
+4,963
| New | +$461K | 0.02% | 269 |
|