FVWA
Foster Victor Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.2M | Buy |
129,856
+4,888
| +4% | +$683K | 1.23% | 21 |
|
|
2025
Q1 | $12.6M | Buy |
124,968
+9,294
| +8% | +$934K | 1.01% | 41 |
|
|
2024
Q4 | $14.4M | Sell |
115,674
-2,190
| -2% | -$273K | 1.1% | 30 |
|
|
2024
Q3 | $13.1M | Buy |
117,864
+7,948
| +7% | +$881K | 1.05% | 35 |
|
|
2024
Q2 | $13.1M | Buy |
109,916
+3,271
| +3% | +$389K | 1.09% | 33 |
|
|
2024
Q1 | $12.1M | Sell |
106,645
-5,181
| -5% | -$588K | 1.1% | 40 |
|
|
2023
Q4 | $10.7M | Buy |
111,826
+1,768
| +2% | +$169K | 1.1% | 43 |
|
|
2023
Q3 | $10.5M | Sell |
110,058
-4,442
| -4% | -$422K | 1.22% | 32 |
|
|
2023
Q2 | $10.2M | Buy |
114,500
+4,622
| +4% | +$413K | 1.14% | 37 |
|
|
2023
Q1 | $9.36M | Buy |
109,878
+8,282
| +8% | +$705K | 1.13% | 37 |
|
|
2022
Q4 | $9.95M | Buy |
101,596
+5,133
| +5% | +$503K | 1.27% | 32 |
|
|
2022
Q3 | $7.67M | Buy |
96,463
+51,713
| +116% | +$4.11M | 1.12% | 39 |
|
|
2022
Q2 | $3.57M | Buy |
44,750
+5,322
| +13% | +$424K | 0.53% | 66 |
|
|
2022
Q1 | $3.79M | Buy |
39,428
+5,350
| +16% | +$515K | 0.52% | 65 |
|
|
2021
Q4 | $3.3M | Buy |
34,078
+3,077
| +10% | +$298K | 0.45% | 70 |
|
|
2021
Q3 | $2.92M | Buy |
31,001
+405
| +1% | +$38.1K | 0.47% | 68 |
|
|
2021
Q2 | $2.95M | Buy |
30,596
+2,862
| +10% | +$275K | 0.49% | 64 |
|
|
2021
Q1 | $2.51M | Buy |
27,734
+982
| +4% | +$89K | 0.47% | 64 |
|
|
2020
Q4 | $2.15M | Sell |
26,752
-560
| -2% | -$45K | 0.49% | 48 |
|
|
2020
Q3 | $1.79M | Buy |
27,312
+967
| +4% | +$63.4K | 0.49% | 52 |
|
|
2020
Q2 | $1.63M | Sell |
26,345
-214
| -0.8% | -$13.3K | 0.54% | 46 |
|
|
2020
Q1 | $1.35M | Buy |
26,559
+7,521
| +40% | +$382K | 0.59% | 49 |
|
|
2019
Q4 | $1.48M | Buy |
19,038
+3,475
| +22% | +$269K | 0.64% | 46 |
|
|
2019
Q3 | $1M | Buy |
15,563
+7,390
| +90% | +$476K | 0.56% | 44 |
|
|
2019
Q2 | $530K | Sell |
8,173
-1,008
| -11% | -$65.4K | 0.39% | 52 |
|
|
2019
Q1 | $629K | Buy |
9,181
+1,311
| +17% | +$89.8K | 0.49% | 46 |
|
|
2018
Q4 | $470K | Buy |
+7,870
| New | +$470K | 0.44% | 41 |
|