Heritage Wealth Advisors’s Emerson Electric EMR Stock Holding History

Heritage Wealth Advisors’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$786K	Buy	5,997 +40	+0.7%	+$5.75K	0.03%	102
2025 Q4	$791K	Hold	5,957	–	–	0.03%	119
2025 Q3	$781K	Hold	5,957	–	–	0.03%	99
2025 Q2	$794K	Hold	5,957	–	–	0.04%	98
2025 Q1	$653K	Hold	5,957	–	–	0.03%	105
2024 Q4	$738K	Sell	5,957 -20	-0.3%	-$2.43K	0.04%	106
2024 Q3	$654K	Buy	5,977 +20	+0.3%	+$2.15K	0.03%	122
2024 Q2	$656K	Sell	5,957 -600	-9%	-$66.3K	0.03%	116
2024 Q1	$744K	Sell	6,557 -300	-4%	-$30.8K	0.03%	114
2023 Q4	$667K	Hold	6,857	–	–	0.03%	120
2023 Q3	$662K	Hold	6,857	–	–	0.04%	110
2023 Q2	$620K	Sell	6,857 -370	-5%	-$31.1K	0.03%	117
2023 Q1	$630K	Sell	7,227 -1,000	-12%	-$87.4K	0.04%	110
2022 Q4	$790K	Hold	8,227	–	–	0.05%	94
2022 Q3	$602K	Sell	8,227 -116	-1%	-$9.63K	0.04%	104
2022 Q2	$664K	Buy	8,343 +2,445	+41%	+$216K	0.05%	98
2022 Q1	$578K	Sell	5,898 -120	-2%	-$11.4K	0.03%	124
2021 Q4	$559K	Buy	6,018 +3	+0%	+$282	0.03%	131
2021 Q3	$567K	Hold	6,015	–	–	0.03%	131
2021 Q2	$579K	Sell	6,015 -300	-5%	-$28.2K	0.04%	129
2021 Q1	$570K	Buy	6,315 +1	+0%	+$86	0.03%	130
2020 Q4	$507K	Buy	6,314 +85	+1%	+$6.32K	0.03%	128
2020 Q3	$408K	Buy	6,229 +629	+11%	+$41.4K	0.05%	104
2020 Q2	$347K	Hold	5,600	–	–	0.05%	106
2020 Q1	$267K	Sell	5,600 -1,930	-26%	-$127K	0.05%	112
2019 Q4	$574K	Hold	7,530	–	–	0.08%	93
2019 Q3	$503K	Buy	7,530 +1,500	+25%	+$94.3K	0.07%	96
2019 Q2	$402K	Buy	6,030 +430	+8%	+$28.8K	0.06%	105
2019 Q1	$383K	Hold	5,600	–	–	0.06%	97
2018 Q4	$334K	Hold	5,600	–	–	0.07%	99
2018 Q3	$428K	Hold	5,600	–	–	0.08%	84
2018 Q2	$386K	Hold	5,600	–	–	0.14%	83
2018 Q1	$383K	Hold	5,600	–	–	0.16%	82
2017 Q4	$390K	Hold	5,600	–	–	0.17%	84
2017 Q3	$353K	Sell	5,600 -1,037	-16%	-$62.5K	0.18%	79
2017 Q2	$396K	Hold	6,637	–	–	0.21%	69
2017 Q1	$398K	Hold	6,637	–	–	0.21%	64
2016 Q4	$370K	Sell	6,637 -1,200	-15%	-$64.5K	0.24%	55
2016 Q3	$428K	Sell	7,837 -1,425	-15%	-$76.4K	0.3%	48
2016 Q2	$482K	Hold	9,262	–	–	0.33%	43
2016 Q1	$503K	Hold	9,262	–	–	0.39%	35
2015 Q4	$444K	Hold	9,262	–	–	0.37%	41
2015 Q3	$410K	Sell	9,262 -900	-9%	-$44.3K	0.35%	41
2015 Q2	$562K	Hold	10,162	–	–	0.47%	39
2015 Q1	$576K	Sell	10,162 -825	-8%	-$47.9K	0.48%	40
2014 Q4	$678K	Buy	10,987 +4,050	+58%	+$254K	0.61%	30
2014 Q3	$434K	Buy	6,937 +512	+8%	+$33.2K	0.45%	43
2014 Q2	$427K	Hold	6,425	–	–	0.46%	43
2014 Q1	$429K	Sell	6,425 -200	-3%	-$13.2K	0.5%	40
2013 Q4	$465K	Buy	+6,625	New	+$443K	0.59%	35