Jeppson Wealth Management’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 | $705K | Buy |
5,290
+57
| +1% | +$7.6K | 0.24% | 92 |
|
|
2025
Q1 | $574K | Sell |
5,233
-12
| -0.2% | -$1.32K | 0.21% | 108 |
|
|
2024
Q4 | $650K | Buy |
5,245
+8
| +0.2% | +$991 | 0.24% | 96 |
|
|
2024
Q3 | $573K | Sell |
5,237
-35
| -0.7% | -$3.83K | 0.21% | 112 |
|
|
2024
Q2 | $581K | Sell |
5,272
-10
| -0.2% | -$1.1K | 0.22% | 102 |
|
|
2024
Q1 | $599K | Sell |
5,282
-50
| -0.9% | -$5.67K | 0.23% | 103 |
|
|
2023
Q4 | $519K | Sell |
5,332
-103
| -2% | -$10K | 0.21% | 106 |
|
|
2023
Q3 | $525K | Buy |
5,435
+10
| +0.2% | +$966 | 0.24% | 105 |
|
|
2023
Q2 | $490K | Buy |
5,425
+384
| +8% | +$34.7K | 0.21% | 112 |
|
|
2023
Q1 | $439K | Buy |
5,041
+870
| +21% | +$75.8K | 0.19% | 116 |
|
|
2022
Q4 | $401K | Sell |
4,171
-282
| -6% | -$27.1K | 0.17% | 121 |
|
|
2022
Q3 | $326K | Sell |
4,453
-564
| -11% | -$41.3K | 0.15% | 128 |
|
|
2022
Q2 | $399K | Buy |
5,017
+2,678
| +114% | +$213K | 0.17% | 113 |
|
|
2022
Q1 | $229K | Buy |
+2,339
| New | +$229K | 0.11% | 154 |
|
|
2020
Q4 | – | Sell |
-1,210
| Closed | -$79K | – | 220 |
|
|
2020
Q3 | $79K | Buy |
+1,210
| New | +$79K | 0.06% | 185 |
|