IFWM
Institute for Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Hold |
4,535
| – | – | 0.07% | 275 |
|
|
2025
Q1 | $497K | Sell |
4,535
-124
| -3% | -$13.6K | 0.06% | 289 |
|
|
2024
Q4 | $577K | Sell |
4,659
-160
| -3% | -$19.8K | 0.07% | 262 |
|
|
2024
Q3 | $527K | Sell |
4,819
-76
| -2% | -$8.31K | 0.07% | 289 |
|
|
2024
Q2 | $539K | Sell |
4,895
-2
| -0% | -$220 | 0.07% | 265 |
|
|
2024
Q1 | $555K | Sell |
4,897
-634
| -11% | -$71.9K | 0.07% | 265 |
|
|
2023
Q4 | $538K | Sell |
5,531
-23
| -0.4% | -$2.24K | 0.09% | 248 |
|
|
2023
Q3 | $536K | Sell |
5,554
-67
| -1% | -$6.47K | 0.1% | 241 |
|
|
2023
Q2 | $508K | Sell |
5,621
-67
| -1% | -$6.06K | 0.09% | 256 |
|
|
2023
Q1 | $496K | Hold |
5,688
| – | – | 0.09% | 257 |
|
|
2022
Q4 | $546K | Sell |
5,688
-105
| -2% | -$10.1K | 0.11% | 235 |
|
|
2022
Q3 | $424K | Sell |
5,793
-19
| -0.3% | -$1.39K | 0.1% | 270 |
|
|
2022
Q2 | $462K | Sell |
5,812
-16
| -0.3% | -$1.27K | 0.09% | 286 |
|
|
2022
Q1 | $571K | Sell |
5,828
-7
| -0.1% | -$686 | 0.09% | 265 |
|
|
2021
Q4 | $542K | Sell |
5,835
-87
| -1% | -$8.08K | 0.09% | 272 |
|
|
2021
Q3 | $558K | Sell |
5,922
-107
| -2% | -$10.1K | 0.1% | 250 |
|
|
2021
Q2 | $580K | Sell |
6,029
-470
| -7% | -$45.2K | 0.1% | 240 |
|
|
2021
Q1 | $586K | Sell |
6,499
-625
| -9% | -$56.4K | 0.11% | 227 |
|
|
2020
Q4 | $573K | Sell |
7,124
-329
| -4% | -$26.5K | 0.11% | 218 |
|
|
2020
Q3 | $489K | Sell |
7,453
-739
| -9% | -$48.5K | 0.11% | 226 |
|
|
2020
Q2 | $508K | Sell |
8,192
-253
| -3% | -$15.7K | 0.12% | 228 |
|
|
2020
Q1 | $402K | Sell |
8,445
-1,317
| -13% | -$62.7K | 0.12% | 224 |
|
|
2019
Q4 | $744K | Sell |
9,762
-330
| -3% | -$25.2K | 0.17% | 176 |
|
|
2019
Q3 | $675K | Sell |
10,092
-524
| -5% | -$35K | 0.17% | 178 |
|
|
2019
Q2 | $708K | Buy |
10,616
+3,129
| +42% | +$209K | 0.16% | 201 |
|
|
2019
Q1 | $513K | Buy |
+7,487
| New | +$513K | 0.11% | 238 |
|
|
2018
Q3 | – | Sell |
-14,169
| Closed | -$978K | – | 205 |
|
|
2018
Q2 | $978K | Buy |
14,169
+939
| +7% | +$64.8K | 0.31% | 111 |
|
|
2018
Q1 | $902K | Buy |
13,230
+3,283
| +33% | +$224K | 0.27% | 141 |
|
|
2017
Q4 | $705K | Buy |
+9,947
| New | +$705K | 0.16% | 181 |
|
|
2017
Q3 | – | Sell |
-8,169
| Closed | -$486K | – | 285 |
|
|
2017
Q2 | $486K | Buy |
+8,169
| New | +$486K | 0.13% | 231 |
|