Heritage Wealth Management (Arizona)’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.52M | Sell |
13,774
-489
| -3% | -$53.9K | 0.84% | 30 |
|
|
2024
Q1 | $1.62M | Buy |
+14,263
| New | +$1.62M | 0.82% | 28 |
|
|
2022
Q4 | $72.4K | Buy |
754
+406
| +117% | +$39K | 0.01% | 455 |
|
|
2022
Q3 | $25K | Buy |
348
+43
| +14% | +$3.09K | 0.01% | 493 |
|
|
2022
Q2 | $24.3K | Hold |
305
| – | – | 0.01% | 510 |
|
|
2022
Q1 | $30K | Buy |
+305
| New | +$30K | 0.01% | 535 |
|
|
2021
Q3 | $45K | Hold |
481
| – | – | 0.02% | 455 |
|
|
2021
Q2 | $46K | Sell |
481
-87
| -15% | -$8.32K | 0.02% | 462 |
|
|
2021
Q1 | $51K | Buy |
+568
| New | +$51K | 0.03% | 371 |
|