HB Wealth Management’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
$3.06M Sell
22,975
-2,996
-12% -$399K 0.02% 286
2025
Q1
$2.85M Sell
25,971
-3,403
-12% -$373K 0.02% 305
2024
Q4
$3.64M Buy
29,374
+3,636
+14% +$451K 0.04% 198
2024
Q3
$2.82M Sell
25,738
-3,226
-11% -$353K 0.03% 228
2024
Q2
$3.19M Sell
28,964
-2,485
-8% -$274K 0.04% 196
2024
Q1
$3.57M Sell
31,449
-25,101
-44% -$2.85M 0.04% 178
2023
Q4
$5.5M Sell
56,550
-72
-0.1% -$7.01K 0.08% 129
2023
Q3
$5.47M Buy
56,622
+1,953
+4% +$189K 0.09% 117
2023
Q2
$4.94M Buy
54,669
+2,243
+4% +$203K 0.08% 125
2023
Q1
$4.57M Sell
52,426
-34
-0.1% -$2.96K 0.08% 125
2022
Q4
$5.04M Buy
52,460
+4,302
+9% +$413K 0.09% 110
2022
Q3
$3.53M Buy
48,158
+4,035
+9% +$295K 0.08% 128
2022
Q2
$3.51M Buy
44,123
+5,430
+14% +$432K 0.07% 131
2022
Q1
$3.79M Buy
38,693
+10,289
+36% +$1.01M 0.07% 126
2021
Q4
$2.64M Buy
+28,404
New +$2.64M 0.05% 139