FRG Family Wealth Advisors’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 | $1.46M | Hold |
10,977
| – | – | 0.25% | 62 |
|
|
2025
Q1 | $1.2M | Hold |
10,977
| – | – | 0.23% | 69 |
|
|
2024
Q4 | $1.36M | Hold |
10,977
| – | – | 0.25% | 62 |
|
|
2024
Q3 | $1.2M | Hold |
10,977
| – | – | 0.21% | 73 |
|
|
2024
Q2 | $1.18M | Hold |
10,977
| – | – | 0.23% | 70 |
|
|
2024
Q1 | $1.18M | Sell |
10,977
-600
| -5% | -$64.7K | 0.23% | 65 |
|
|
2023
Q4 | $1.13M | Hold |
11,577
| – | – | 0.23% | 65 |
|
|
2023
Q3 | $1.12M | Sell |
11,577
-93
| -0.8% | -$8.98K | 0.25% | 66 |
|
|
2023
Q2 | $1.05M | Buy |
11,670
+90
| +0.8% | +$8.14K | 0.23% | 69 |
|
|
2023
Q1 | $1.01M | Hold |
11,580
| – | – | 0.23% | 76 |
|
|
2022
Q4 | $1.11M | Hold |
11,580
| – | – | 0.27% | 70 |
|
|
2022
Q3 | $848K | Hold |
11,580
| – | – | 0.21% | 79 |
|
|
2022
Q2 | $921K | Sell |
11,580
-386
| -3% | -$30.7K | 0.21% | 76 |
|
|
2022
Q1 | $1.17M | Hold |
11,966
| – | – | 0.23% | 68 |
|
|
2021
Q4 | $1.11M | Buy |
11,966
+50
| +0.4% | +$4.65K | 0.21% | 73 |
|
|
2021
Q3 | $1.12M | Sell |
11,916
-873
| -7% | -$82.2K | 0.22% | 65 |
|
|
2021
Q2 | $1.23M | Hold |
12,789
| – | – | 0.23% | 65 |
|
|
2021
Q1 | $1.15M | Sell |
12,789
-2,175
| -15% | -$196K | 0.24% | 64 |
|
|
2020
Q4 | $1.2M | Hold |
14,964
| – | – | 0.26% | 61 |
|
|
2020
Q3 | $981K | Sell |
14,964
-6
| -0% | -$393 | 0.24% | 70 |
|
|
2020
Q2 | $929K | Hold |
14,970
| – | – | 0.25% | 67 |
|
|
2020
Q1 | $713K | Sell |
14,970
-668
| -4% | -$31.8K | 0.22% | 78 |
|
|
2019
Q4 | $1.19M | Sell |
15,638
-366
| -2% | -$27.9K | 0.29% | 66 |
|
|
2019
Q3 | $1.07M | Sell |
16,004
-1,520
| -9% | -$102K | 0.28% | 69 |
|
|
2019
Q2 | $1.17M | Sell |
17,524
-6
| -0% | -$400 | 0.31% | 69 |
|
|
2019
Q1 | $1.2M | Sell |
17,530
-902
| -5% | -$61.7K | 0.34% | 72 |
|
|
2018
Q4 | $1.1M | Sell |
18,432
-752
| -4% | -$44.9K | 0.36% | 72 |
|
|
2018
Q3 | $1.47M | Sell |
19,184
-2,440
| -11% | -$187K | 0.4% | 68 |
|
|
2018
Q2 | $1.5M | Sell |
21,624
-450
| -2% | -$31.1K | 0.45% | 63 |
|
|
2018
Q1 | $1.51M | Buy |
22,074
+135
| +0.6% | +$9.22K | 0.5% | 63 |
|
|
2017
Q4 | $1.53M | Sell |
21,939
-2
| -0% | -$139 | 0.49% | 66 |
|
|
2017
Q3 | $1.38M | Sell |
21,941
-430
| -2% | -$27K | 0.48% | 68 |
|
|
2017
Q2 | $1.33M | Sell |
22,371
-453
| -2% | -$27K | 0.49% | 65 |
|
|
2017
Q1 | $1.36M | Buy |
22,824
+327
| +1% | +$19.5K | 0.53% | 63 |
|
|
2016
Q4 | $1.25M | Sell |
22,497
-64
| -0.3% | -$3.57K | 0.52% | 63 |
|
|
2016
Q3 | $1.23M | Buy |
22,561
+1,520
| +7% | +$82.9K | 0.55% | 65 |
|
|
2016
Q2 | $1.1M | Buy |
21,041
+2,074
| +11% | +$108K | 0.5% | 69 |
|
|
2016
Q1 | $1.04M | Sell |
18,967
-375
| -2% | -$20.5K | 0.5% | 67 |
|
|
2015
Q4 | $925K | Buy |
+19,342
| New | +$925K | 0.45% | 73 |
|