Inlet Private Wealth’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 | $2.65M | Hold |
19,899
| – | – | 0.65% | 49 |
|
|
2025
Q1 | $2.18M | Hold |
19,899
| – | – | 0.57% | 55 |
|
|
2024
Q4 | $2.47M | Sell |
19,899
-1,700
| -8% | -$211K | 0.65% | 52 |
|
|
2024
Q3 | $2.36M | Sell |
21,599
-500
| -2% | -$54.7K | 0.6% | 59 |
|
|
2024
Q2 | $2.43M | Hold |
22,099
| – | – | 0.67% | 47 |
|
|
2024
Q1 | $2.51M | Sell |
22,099
-50
| -0.2% | -$5.67K | 0.7% | 45 |
|
|
2023
Q4 | $2.16M | Sell |
22,149
-1,800
| -8% | -$175K | 0.66% | 51 |
|
|
2023
Q3 | $2.31M | Sell |
23,949
-3,059
| -11% | -$295K | 0.76% | 50 |
|
|
2023
Q2 | $2.44M | Hold |
27,008
| – | – | 0.62% | 54 |
|
|
2023
Q1 | $2.35M | Sell |
27,008
-1,199
| -4% | -$104K | 0.61% | 56 |
|
|
2022
Q4 | $2.71M | Sell |
28,207
-2,414
| -8% | -$232K | 0.7% | 49 |
|
|
2022
Q3 | $2.24M | Buy |
30,621
+24
| +0.1% | +$1.76K | 0.67% | 52 |
|
|
2022
Q2 | $2.43M | Buy |
30,597
+22
| +0.1% | +$1.75K | 0.7% | 48 |
|
|
2022
Q1 | $3M | Buy |
30,575
+20
| +0.1% | +$1.96K | 0.75% | 47 |
|
|
2021
Q4 | $2.84M | Buy |
30,555
+18
| +0.1% | +$1.67K | 0.69% | 49 |
|
|
2021
Q3 | $2.88M | Hold |
30,537
| – | – | 0.77% | 47 |
|
|
2021
Q2 | $2.94M | Buy |
30,537
+11
| +0% | +$1.06K | 0.77% | 49 |
|
|
2021
Q1 | $2.75M | Buy |
30,526
+12
| +0% | +$1.08K | 0.79% | 49 |
|
|
2020
Q4 | $2.45M | Sell |
30,514
-200
| -0.7% | -$16.1K | 0.8% | 47 |
|
|
2020
Q3 | $2.01M | Buy |
30,714
+500
| +2% | +$32.8K | 0.78% | 49 |
|
|
2020
Q2 | $1.87M | Hold |
30,214
| – | – | 0.75% | 46 |
|
|
2020
Q1 | $1.44M | Sell |
30,214
-67
| -0.2% | -$3.19K | 0.67% | 51 |
|
|
2019
Q4 | $2.31M | Hold |
30,281
| – | – | 0.76% | 42 |
|
|
2019
Q3 | $2.03M | Hold |
30,281
| – | – | 0.75% | 43 |
|
|
2019
Q2 | $1.99M | Hold |
30,281
| – | – | 0.72% | 45 |
|
|
2019
Q1 | $2.07M | Buy |
30,281
+13,316
| +78% | +$912K | 0.83% | 38 |
|
|
2018
Q4 | $1.01M | Buy |
+16,965
| New | +$1.01M | 0.55% | 50 |
|