Guardian Wealth Advisors (North Carolina)’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 | $702K | Buy |
5,262
+89
| +2% | +$11.9K | 0.05% | 169 |
|
|
2025
Q1 | $567K | Buy |
5,173
+3
| +0.1% | +$329 | 0.05% | 167 |
|
|
2024
Q4 | $641K | Buy |
5,170
+64
| +1% | +$7.93K | 0.05% | 165 |
|
|
2024
Q3 | $558K | Sell |
5,106
-39
| -0.8% | -$4.27K | 0.06% | 151 |
|
|
2024
Q2 | $567K | Hold |
5,145
| – | – | 0.07% | 138 |
|
|
2024
Q1 | $584K | Buy |
5,145
+1,089
| +27% | +$124K | 0.07% | 137 |
|
|
2023
Q4 | $395K | Sell |
4,056
-97
| -2% | -$9.44K | 0.06% | 164 |
|
|
2023
Q3 | $401K | Sell |
4,153
-53
| -1% | -$5.12K | 0.07% | 145 |
|
|
2023
Q2 | $380K | Buy |
4,206
+118
| +3% | +$10.7K | 0.07% | 151 |
|
|
2023
Q1 | $356K | Buy |
4,088
+46
| +1% | +$4.01K | 0.06% | 151 |
|
|
2022
Q4 | $388K | Sell |
4,042
-40
| -1% | -$3.84K | 0.07% | 133 |
|
|
2022
Q3 | $299K | Sell |
4,082
-196
| -5% | -$14.4K | 0.06% | 148 |
|
|
2022
Q2 | $340K | Buy |
4,278
+1,721
| +67% | +$137K | 0.06% | 134 |
|
|
2022
Q1 | $251K | Sell |
2,557
-663
| -21% | -$65.1K | 0.11% | 142 |
|
|
2021
Q4 | $299K | Buy |
+3,220
| New | +$299K | 0.13% | 120 |
|