GA
Geller Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $435K | Sell |
3,511
-65
| -2% | -$8.06K | 0.03% | 148 |
|
|
2024
Q3 | $391K | Sell |
3,576
-1,627
| -31% | -$178K | 0.03% | 171 |
|
|
2024
Q2 | $573K | Sell |
5,203
-2
| -0% | -$220 | 0.04% | 124 |
|
|
2024
Q1 | $590K | Buy |
5,205
+28
| +0.5% | +$3.18K | 0.05% | 117 |
|
|
2023
Q4 | $504K | Sell |
5,177
-2,008
| -28% | -$195K | 0.05% | 122 |
|
|
2023
Q3 | $694K | Buy |
7,185
+2,373
| +49% | +$229K | 0.08% | 74 |
|
|
2023
Q2 | $435K | Buy |
4,812
+2,336
| +94% | +$211K | 0.05% | 139 |
|
|
2023
Q1 | $216K | Buy |
+2,476
| New | +$216K | 0.03% | 163 |
|
|
2022
Q3 | – | Sell |
-2,538
| Closed | -$202K | – | 139 |
|
|
2022
Q2 | $202K | Hold |
2,538
| – | – | 0.04% | 133 |
|
|
2022
Q1 | $249K | Sell |
2,538
-1,578
| -38% | -$155K | 0.05% | 131 |
|
|
2021
Q4 | $383K | Sell |
4,116
-8
| -0.2% | -$744 | 0.07% | 87 |
|
|
2021
Q3 | $388K | Sell |
4,124
-33
| -0.8% | -$3.11K | 0.08% | 74 |
|
|
2021
Q2 | $400K | Buy |
4,157
+10
| +0.2% | +$962 | 0.09% | 66 |
|
|
2021
Q1 | $374K | Buy |
4,147
+1,648
| +66% | +$149K | 0.09% | 65 |
|
|
2020
Q4 | $280K | Buy |
+2,499
| New | +$280K | 0.07% | 82 |
|
|
2018
Q3 | – | Sell |
-3,162
| Closed | -$219K | – | 35 |
|
|
2018
Q2 | $219K | Buy |
+3,162
| New | +$219K | 0.1% | 27 |
|