Heritage Wealth Advisors’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 | $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% | -$2.48K | 0.04% | 106 |
|
|
2024
Q3 | $654K | Buy |
5,977
+20
| +0.3% | +$2.19K | 0.03% | 122 |
|
|
2024
Q2 | $656K | Sell |
5,957
-600
| -9% | -$66.1K | 0.03% | 116 |
|
|
2024
Q1 | $744K | Sell |
6,557
-300
| -4% | -$34K | 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% | -$33.4K | 0.03% | 117 |
|
|
2023
Q1 | $630K | Sell |
7,227
-1,000
| -12% | -$87.1K | 0.04% | 110 |
|
|
2022
Q4 | $790K | Hold |
8,227
| – | – | 0.05% | 94 |
|
|
2022
Q3 | $602K | Sell |
8,227
-116
| -1% | -$8.49K | 0.04% | 104 |
|
|
2022
Q2 | $664K | Buy |
8,343
+2,445
| +41% | +$195K | 0.05% | 98 |
|
|
2022
Q1 | $578K | Sell |
5,898
-120
| -2% | -$11.8K | 0.03% | 124 |
|
|
2021
Q4 | $559K | Buy |
6,018
+3
| +0% | +$279 | 0.03% | 131 |
|
|
2021
Q3 | $567K | Hold |
6,015
| – | – | 0.03% | 131 |
|
|
2021
Q2 | $579K | Sell |
6,015
-300
| -5% | -$28.9K | 0.04% | 129 |
|
|
2021
Q1 | $570K | Buy |
6,315
+1
| +0% | +$90 | 0.03% | 130 |
|
|
2020
Q4 | $507K | Buy |
6,314
+85
| +1% | +$6.83K | 0.03% | 128 |
|
|
2020
Q3 | $408K | Buy |
6,229
+629
| +11% | +$41.2K | 0.05% | 104 |
|
|
2020
Q2 | $347K | Hold |
5,600
| – | – | 0.05% | 106 |
|
|
2020
Q1 | $267K | Sell |
5,600
-1,930
| -26% | -$92K | 0.05% | 112 |
|
|
2019
Q4 | $574K | Hold |
7,530
| – | – | 0.08% | 93 |
|
|
2019
Q3 | $503K | Buy |
7,530
+1,500
| +25% | +$100K | 0.07% | 96 |
|
|
2019
Q2 | $402K | Buy |
6,030
+430
| +8% | +$28.7K | 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% | -$65.4K | 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% | -$66.9K | 0.24% | 55 |
|
|
2016
Q3 | $428K | Sell |
7,837
-1,425
| -15% | -$77.8K | 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% | -$39.8K | 0.35% | 41 |
|
|
2015
Q2 | $562K | Hold |
10,162
| – | – | 0.47% | 39 |
|
|
2015
Q1 | $576K | Sell |
10,162
-825
| -8% | -$46.8K | 0.48% | 40 |
|
|
2014
Q4 | $678K | Buy |
10,987
+4,050
| +58% | +$250K | 0.61% | 30 |
|
|
2014
Q3 | $434K | Buy |
6,937
+512
| +8% | +$32K | 0.45% | 43 |
|
|
2014
Q2 | $427K | Hold |
6,425
| – | – | 0.46% | 43 |
|
|
2014
Q1 | $429K | Sell |
6,425
-200
| -3% | -$13.4K | 0.5% | 40 |
|
|
2013
Q4 | $465K | Buy |
+6,625
| New | +$465K | 0.59% | 35 |
|