Integrated Wealth Concepts’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 | $2.32M | Sell |
17,429
-116
| -0.7% | -$15.5K | 0.02% | 573 |
|
|
2025
Q1 | $1.92M | Sell |
17,545
-4,690
| -21% | -$514K | 0.02% | 588 |
|
|
2024
Q4 | $2.76M | Buy |
22,235
+2,113
| +11% | +$262K | 0.03% | 455 |
|
|
2024
Q3 | $2.2M | Buy |
20,122
+252
| +1% | +$27.6K | 0.03% | 518 |
|
|
2024
Q2 | $2.19M | Buy |
19,870
+6,040
| +44% | +$665K | 0.03% | 490 |
|
|
2024
Q1 | $1.57M | Buy |
13,830
+1,936
| +16% | +$220K | 0.02% | 589 |
|
|
2023
Q4 | $1.16M | Sell |
11,894
-5,023
| -30% | -$489K | 0.02% | 669 |
|
|
2023
Q3 | $1.63M | Sell |
16,917
-5,235
| -24% | -$506K | 0.03% | 518 |
|
|
2023
Q2 | $2M | Buy |
22,152
+2,952
| +15% | +$267K | 0.03% | 465 |
|
|
2023
Q1 | $1.67M | Buy |
19,200
+8,225
| +75% | +$717K | 0.03% | 469 |
|
|
2022
Q4 | $1.05M | Buy |
10,975
+898
| +9% | +$86.2K | 0.03% | 461 |
|
|
2022
Q3 | $738K | Buy |
10,077
+3,548
| +54% | +$260K | 0.02% | 484 |
|
|
2022
Q2 | $519K | Buy |
6,529
+616
| +10% | +$49K | 0.02% | 592 |
|
|
2022
Q1 | $580K | Sell |
5,913
-230
| -4% | -$22.6K | 0.02% | 543 |
|
|
2021
Q4 | $571K | Buy |
6,143
+849
| +16% | +$78.9K | 0.02% | 585 |
|
|
2021
Q3 | $499K | Sell |
5,294
-266
| -5% | -$25.1K | 0.02% | 590 |
|
|
2021
Q2 | $535K | Buy |
5,560
+2,072
| +59% | +$199K | 0.02% | 521 |
|
|
2021
Q1 | $315K | Buy |
+3,488
| New | +$315K | 0.01% | 576 |
|