FMWA
Forvis Mazars Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.71M | Sell |
12,805
-15
| -0.1% | -$2K | 0.04% | 169 |
|
|
2025
Q1 | $1.41M | Buy |
12,820
+137
| +1% | +$15K | 0.03% | 178 |
|
|
2024
Q4 | $1.57M | Sell |
12,683
-56
| -0.4% | -$6.94K | 0.04% | 179 |
|
|
2024
Q3 | $1.39M | Sell |
12,739
-63
| -0.5% | -$6.89K | 0.03% | 191 |
|
|
2024
Q2 | $1.41M | Sell |
12,802
-9,114
| -42% | -$1M | 0.04% | 185 |
|
|
2024
Q1 | $2.49M | Buy |
21,916
+9,760
| +80% | +$1.11M | 0.06% | 144 |
|
|
2023
Q4 | $1.18M | Buy |
12,156
+75
| +0.6% | +$7.3K | 0.03% | 190 |
|
|
2023
Q3 | $1.17M | Buy |
12,081
+125
| +1% | +$12.1K | 0.04% | 192 |
|
|
2023
Q2 | $1.08M | Buy |
11,956
+246
| +2% | +$22.2K | 0.03% | 209 |
|
|
2023
Q1 | $1.02M | Sell |
11,710
-67
| -0.6% | -$5.84K | 0.03% | 203 |
|
|
2022
Q4 | $1.13M | Sell |
11,777
-104
| -0.9% | -$9.99K | 0.04% | 188 |
|
|
2022
Q3 | $869K | Sell |
11,881
-701
| -6% | -$51.3K | 0.04% | 205 |
|
|
2022
Q2 | $1M | Buy |
12,582
+256
| +2% | +$20.4K | 0.04% | 186 |
|
|
2022
Q1 | $1.21M | Buy |
12,326
+749
| +6% | +$73.5K | 0.05% | 137 |
|
|
2021
Q4 | $1.08M | Buy |
11,577
+28
| +0.2% | +$2.6K | 0.05% | 136 |
|
|
2021
Q3 | $1.09M | Buy |
11,549
+5,333
| +86% | +$502K | 0.05% | 129 |
|
|
2021
Q2 | $598K | Buy |
6,216
+95
| +2% | +$9.14K | 0.03% | 160 |
|
|
2021
Q1 | $552K | Sell |
6,121
-1,513
| -20% | -$136K | 0.03% | 167 |
|
|
2020
Q4 | $614K | Buy |
7,634
+1,376
| +22% | +$111K | 0.03% | 193 |
|
|
2020
Q3 | $410K | Sell |
6,258
-40
| -0.6% | -$2.62K | 0.02% | 227 |
|
|
2020
Q2 | $391K | Sell |
6,298
-454
| -7% | -$28.2K | 0.03% | 222 |
|
|
2020
Q1 | $322K | Sell |
6,752
-1,363
| -17% | -$65K | 0.03% | 219 |
|
|
2019
Q4 | $619K | Buy |
8,115
+1,196
| +17% | +$91.2K | 0.04% | 164 |
|
|
2019
Q3 | $463K | Buy |
6,919
+1,053
| +18% | +$70.5K | 0.04% | 179 |
|
|
2019
Q2 | $391K | Sell |
5,866
-13,287
| -69% | -$886K | 0.03% | 194 |
|
|
2019
Q1 | $1.31M | Buy |
19,153
+13,088
| +216% | +$896K | 0.11% | 98 |
|
|
2018
Q4 | $362K | Sell |
6,065
-1,609
| -21% | -$96K | 0.04% | 163 |
|
|
2018
Q3 | $588K | Buy |
7,674
+2,005
| +35% | +$154K | 0.05% | 133 |
|
|
2018
Q2 | $392K | Buy |
5,669
+1,362
| +32% | +$94.2K | 0.04% | 172 |
|
|
2018
Q1 | $294K | Buy |
4,307
+353
| +9% | +$24.1K | 0.03% | 196 |
|
|
2017
Q4 | $276K | Sell |
3,954
-114
| -3% | -$7.96K | 0.03% | 211 |
|
|
2017
Q3 | $256K | Buy |
4,068
+343
| +9% | +$21.6K | 0.03% | 200 |
|
|
2017
Q2 | $222K | Buy |
+3,725
| New | +$222K | 0.03% | 208 |
|
|
2014
Q2 | – | Sell |
-3,327
| Closed | -$221K | – | 146 |
|
|
2014
Q1 | $221K | Sell |
3,327
-567
| -15% | -$37.7K | 0.04% | 149 |
|
|
2013
Q4 | $273K | Buy |
3,894
+739
| +23% | +$51.8K | 0.05% | 131 |
|
|
2013
Q3 | $204K | Buy |
+3,155
| New | +$204K | 0.04% | 142 |
|