Global Financial Private Client’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 | – | Sell |
-353
| Closed | -$38.7K | – | 637 |
|
2025
Q1 | $38.7K | Buy |
353
+25
| +8% | +$2.74K | 0.01% | 364 |
|
2024
Q4 | $40.6K | Buy |
328
+9
| +3% | +$1.12K | 0.02% | 342 |
|
2024
Q3 | $34.9K | Hold |
319
| – | – | 0.01% | 355 |
|
2024
Q2 | $35.1K | Hold |
319
| – | – | 0.01% | 332 |
|
2024
Q1 | $36.2K | Hold |
319
| – | – | 0.02% | 335 |
|
2023
Q4 | $31K | Hold |
319
| – | – | 0.01% | 341 |
|
2023
Q3 | $30.5K | Hold |
319
| – | – | 0.02% | 330 |
|
2023
Q2 | $29K | Sell |
319
-85
| -21% | -$7.71K | 0.01% | 343 |
|
2023
Q1 | $35.2K | Hold |
404
| – | – | 0.02% | 318 |
|
2022
Q4 | $38.8K | Buy |
404
+85
| +27% | +$8.17K | 0.02% | 297 |
|
2022
Q3 | $24.1K | Hold |
319
| – | – | 0.01% | 339 |
|
2022
Q2 | $25.6K | Hold |
319
| – | – | 0.01% | 323 |
|
2022
Q1 | $31.4K | Hold |
319
| – | – | 0.02% | 313 |
|
2021
Q4 | $29.7K | Hold |
319
| – | – | 0.01% | 311 |
|
2021
Q3 | $30.4K | Hold |
319
| – | – | 0.02% | 283 |
|
2021
Q2 | $30.9K | Hold |
319
| – | – | 0.02% | 282 |
|
2021
Q1 | $28.8K | Hold |
319
| – | – | 0.02% | 254 |
|
2020
Q4 | $25.6K | Buy |
319
+19
| +6% | +$1.53K | 0.02% | 248 |
|
2020
Q3 | $19.4K | Hold |
300
| – | – | 0.02% | 259 |
|
2020
Q2 | $18.4K | Hold |
300
| – | – | 0.02% | 301 |
|
2020
Q1 | $13.7K | Hold |
300
| – | – | 0.01% | 336 |
|
2019
Q4 | $22.9K | Buy |
+300
| New | +$22.9K | 0.02% | 323 |
|