IEQ Capital’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 | $1.21M | Sell |
9,102
-1,547
| -15% | -$206K | 0.01% | 796 |
|
|
2025
Q1 | $1.17M | Sell |
10,649
-8,974
| -46% | -$984K | 0.01% | 712 |
|
|
2024
Q4 | $2.43M | Sell |
19,623
-9,862
| -33% | -$1.22M | 0.02% | 449 |
|
|
2024
Q3 | $3.22M | Buy |
29,485
+3,198
| +12% | +$350K | 0.04% | 273 |
|
|
2024
Q2 | $2.9M | Buy |
26,287
+4,810
| +22% | +$530K | 0.04% | 266 |
|
|
2024
Q1 | $2.44M | Buy |
21,477
+1,424
| +7% | +$162K | 0.04% | 292 |
|
|
2023
Q4 | $1.95M | Buy |
20,053
+988
| +5% | +$96.2K | 0.03% | 294 |
|
|
2023
Q3 | $1.84M | Buy |
19,065
+178
| +0.9% | +$17.2K | 0.04% | 277 |
|
|
2023
Q2 | $1.71M | Buy |
18,887
+3,380
| +22% | +$306K | 0.03% | 292 |
|
|
2023
Q1 | $1.35M | Sell |
15,507
-279
| -2% | -$24.3K | 0.03% | 325 |
|
|
2022
Q4 | $1.52M | Sell |
15,786
-1,539
| -9% | -$148K | 0.04% | 288 |
|
|
2022
Q3 | $1.27M | Buy |
17,325
+4,263
| +33% | +$312K | 0.03% | 311 |
|
|
2022
Q2 | $1.04M | Sell |
13,062
-2,941
| -18% | -$234K | 0.03% | 299 |
|
|
2022
Q1 | $1.57M | Buy |
16,003
+4,484
| +39% | +$440K | 0.04% | 248 |
|
|
2021
Q4 | $1.07M | Sell |
11,519
-1,584
| -12% | -$147K | 0.02% | 292 |
|
|
2021
Q3 | $1.23M | Buy |
13,103
+4,597
| +54% | +$433K | 0.03% | 257 |
|
|
2021
Q2 | $818K | Buy |
8,506
+4,325
| +103% | +$416K | 0.02% | 281 |
|
|
2021
Q1 | $377K | Buy |
+4,181
| New | +$377K | 0.02% | 326 |
|
|
2020
Q4 | – | Sell |
-3,121
| Closed | -$205K | – | 272 |
|
|
2020
Q3 | $205K | Buy |
+3,121
| New | +$205K | 0.01% | 363 |
|
|
2020
Q2 | – | Sell |
-5,523
| Closed | -$262K | – | 349 |
|
|
2020
Q1 | $262K | Buy |
5,523
+179
| +3% | +$8.49K | 0.02% | 299 |
|
|
2019
Q4 | $408K | Buy |
+5,344
| New | +$408K | 0.04% | 255 |
|