JFS Wealth Advisors’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 | $144K | Sell |
1,082
-1,342
| -55% | -$179K | 0.01% | 328 |
|
|
2025
Q1 | $266K | Sell |
2,424
-49
| -2% | -$5.37K | 0.02% | 273 |
|
|
2024
Q4 | $306K | Buy |
2,473
+109
| +5% | +$13.5K | 0.02% | 249 |
|
|
2024
Q3 | $259K | Buy |
2,364
+4
| +0.2% | +$437 | 0.02% | 261 |
|
|
2024
Q2 | $260K | Sell |
2,360
-3
| -0.1% | -$330 | 0.02% | 214 |
|
|
2024
Q1 | $268K | Sell |
2,363
-17
| -0.7% | -$1.93K | 0.02% | 213 |
|
|
2023
Q4 | $232K | Buy |
2,380
+8
| +0.3% | +$779 | 0.02% | 217 |
|
|
2023
Q3 | $229K | Buy |
2,372
+28
| +1% | +$2.7K | 0.02% | 211 |
|
|
2023
Q2 | $212K | Sell |
2,344
-8
| -0.3% | -$723 | 0.02% | 211 |
|
|
2023
Q1 | $205K | Sell |
2,352
-73
| -3% | -$6.36K | 0.02% | 214 |
|
|
2022
Q4 | $233K | Sell |
2,425
-15
| -0.6% | -$1.44K | 0.02% | 203 |
|
|
2022
Q3 | $179K | Sell |
2,440
-157
| -6% | -$11.5K | 0.02% | 226 |
|
|
2022
Q2 | $207K | Sell |
2,597
-10
| -0.4% | -$797 | 0.02% | 206 |
|
|
2022
Q1 | $256K | Sell |
2,607
-236
| -8% | -$23.2K | 0.02% | 206 |
|
|
2021
Q4 | $264K | Buy |
2,843
+48
| +2% | +$4.46K | 0.02% | 205 |
|
|
2021
Q3 | $263K | Buy |
2,795
+800
| +40% | +$75.3K | 0.03% | 197 |
|
|
2021
Q2 | $192K | Buy |
1,995
+283
| +17% | +$27.2K | 0.03% | 168 |
|
|
2021
Q1 | $154K | Sell |
1,712
-216
| -11% | -$19.4K | 0.03% | 161 |
|
|
2020
Q4 | $155K | Hold |
1,928
| – | – | 0.03% | 154 |
|
|
2020
Q3 | $126K | Hold |
1,928
| – | – | 0.03% | 162 |
|
|
2020
Q2 | $120K | Hold |
1,928
| – | – | 0.03% | 164 |
|
|
2020
Q1 | $92K | Hold |
1,928
| – | – | 0.03% | 178 |
|
|
2019
Q4 | $147K | Hold |
1,928
| – | – | 0.04% | 160 |
|
|
2019
Q3 | $129K | Hold |
1,928
| – | – | 0.03% | 166 |
|
|
2019
Q2 | $129K | Hold |
1,928
| – | – | 0.03% | 165 |
|
|
2019
Q1 | $132K | Hold |
1,928
| – | – | 0.03% | 163 |
|
|
2018
Q4 | $115K | Hold |
1,928
| – | – | 0.03% | 163 |
|
|
2018
Q3 | $148K | Hold |
1,928
| – | – | 0.04% | 162 |
|
|
2018
Q2 | $133K | Buy |
1,928
+107
| +6% | +$7.38K | 0.04% | 166 |
|
|
2018
Q1 | $124K | Hold |
1,821
| – | – | 0.03% | 179 |
|
|
2017
Q4 | $127K | Hold |
1,821
| – | – | 0.03% | 184 |
|
|
2017
Q3 | $114K | Sell |
1,821
-59
| -3% | -$3.69K | 0.03% | 180 |
|
|
2017
Q2 | $112K | Hold |
1,880
| – | – | 0.03% | 166 |
|
|
2017
Q1 | $105K | Hold |
1,880
| – | – | 0.03% | 169 |
|
|
2016
Q4 | $105K | Hold |
1,880
| – | – | 0.03% | 169 |
|
|
2016
Q3 | $102K | Hold |
1,880
| – | – | 0.03% | 175 |
|
|
2016
Q2 | $98K | Sell |
1,880
-12
| -0.6% | -$626 | 0.03% | 207 |
|
|
2016
Q1 | $103K | Buy |
1,892
+12
| +0.6% | +$653 | 0.03% | 172 |
|
|
2015
Q4 | $90K | Hold |
1,880
| – | – | 0.03% | 186 |
|
|
2015
Q3 | $83K | Buy |
1,880
+570
| +44% | +$25.2K | 0.04% | 167 |
|
|
2015
Q2 | $73K | Hold |
1,310
| – | – | 0.04% | 147 |
|
|
2015
Q1 | $74K | Hold |
1,310
| – | – | 0.03% | 147 |
|
|
2014
Q4 | $81K | Sell |
1,310
-127
| -9% | -$7.85K | 0.01% | 140 |
|
|
2014
Q3 | $90K | Sell |
1,437
-3
| -0.2% | -$188 | 0.02% | 133 |
|
|
2014
Q2 | $96K | Buy |
+1,440
| New | +$96K | 0.02% | 130 |
|