HHM 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 | $219K | Sell |
1,639
-16
| -1% | -$2.13K | 0.03% | 190 |
|
2025
Q1 | $181K | Hold |
1,655
| – | – | 0.02% | 196 |
|
2024
Q4 | $205K | Buy |
1,655
+18
| +1% | +$2.23K | 0.03% | 183 |
|
2024
Q3 | $179K | Sell |
1,637
-424
| -21% | -$46.4K | 0.03% | 185 |
|
2024
Q2 | $227K | Buy |
2,061
+1,900
| +1,180% | +$209K | 0.03% | 154 |
|
2024
Q1 | $18.2K | Hold |
161
| – | – | ﹤0.01% | 427 |
|
2023
Q4 | $15.6K | Buy |
161
+1
| +0.6% | +$97 | ﹤0.01% | 441 |
|
2023
Q3 | $15.5K | Sell |
160
-6,992
| -98% | -$676K | ﹤0.01% | 439 |
|
2023
Q2 | $646K | Hold |
7,152
| – | – | 0.12% | 61 |
|
2023
Q1 | $623K | Buy |
7,152
+118
| +2% | +$10.3K | 0.13% | 62 |
|
2022
Q4 | $676K | Hold |
7,034
| – | – | 0.15% | 53 |
|
2022
Q3 | $515K | Sell |
7,034
-998
| -12% | -$73.1K | 0.14% | 54 |
|
2022
Q2 | $639K | Hold |
8,032
| – | – | 0.16% | 52 |
|
2022
Q1 | $788K | Sell |
8,032
-271
| -3% | -$26.6K | 0.18% | 46 |
|
2021
Q4 | $772K | Buy |
8,303
+7,289
| +719% | +$678K | 0.19% | 46 |
|
2021
Q3 | $96K | Hold |
1,014
| – | – | 0.03% | 210 |
|
2021
Q2 | $98K | Hold |
1,014
| – | – | 0.03% | 207 |
|
2021
Q1 | $91K | Buy |
+1,014
| New | +$91K | 0.03% | 199 |
|