JGP 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 | $688K | Buy |
5,161
+1,165
| +29% | +$155K | 0.08% | 119 |
|
|
2025
Q1 | $438K | Buy |
3,996
+40
| +1% | +$4.39K | 0.06% | 134 |
|
|
2024
Q4 | $490K | Sell |
3,956
-3
| -0.1% | -$372 | 0.06% | 130 |
|
|
2024
Q3 | $433K | Buy |
3,959
+2
| +0.1% | +$219 | 0.06% | 132 |
|
|
2024
Q2 | $436K | Buy |
3,957
+3
| +0.1% | +$330 | 0.06% | 130 |
|
|
2024
Q1 | $448K | Sell |
3,954
-1
| -0% | -$113 | 0.07% | 125 |
|
|
2023
Q4 | $385K | Hold |
3,955
| – | – | 0.06% | 129 |
|
|
2023
Q3 | $382K | Sell |
3,955
-53
| -1% | -$5.12K | 0.06% | 122 |
|
|
2023
Q2 | $362K | Sell |
4,008
-129
| -3% | -$11.7K | 0.06% | 122 |
|
|
2023
Q1 | $360K | Buy |
4,137
+102
| +3% | +$8.89K | 0.06% | 119 |
|
|
2022
Q4 | $388K | Sell |
4,035
-1
| -0% | -$96 | 0.07% | 120 |
|
|
2022
Q3 | $314K | Sell |
4,036
-4
| -0.1% | -$311 | 0.07% | 121 |
|
|
2022
Q2 | $322K | Buy |
4,040
+37
| +0.9% | +$2.95K | 0.07% | 122 |
|
|
2022
Q1 | $379K | Buy |
4,003
+124
| +3% | +$11.7K | 0.07% | 119 |
|
|
2021
Q4 | $371K | Buy |
3,879
+2
| +0.1% | +$191 | 0.07% | 118 |
|
|
2021
Q3 | $365K | Hold |
3,877
| – | – | 0.08% | 114 |
|
|
2021
Q2 | $373K | Hold |
3,877
| – | – | 0.08% | 118 |
|
|
2021
Q1 | $350K | Hold |
3,877
| – | – | 0.08% | 117 |
|
|
2020
Q4 | $326K | Buy |
3,877
+5
| +0.1% | +$420 | 0.08% | 119 |
|
|
2020
Q3 | $267K | Hold |
3,872
| – | – | 0.07% | 114 |
|
|
2020
Q2 | $237K | Sell |
3,872
-173
| -4% | -$10.6K | 0.07% | 115 |
|
|
2020
Q1 | $211K | Sell |
4,045
-1,922
| -32% | -$100K | 0.07% | 118 |
|
|
2019
Q4 | $460K | Sell |
5,967
-57
| -0.9% | -$4.39K | 0.14% | 91 |
|
|
2019
Q3 | $383K | Hold |
6,024
| – | – | 0.13% | 95 |
|
|
2019
Q2 | $402K | Sell |
6,024
-59
| -1% | -$3.94K | 0.14% | 93 |
|
|
2019
Q1 | $417K | Sell |
6,083
-32,992
| -84% | -$2.26M | 0.16% | 91 |
|
|
2018
Q4 | $2.34M | Buy |
39,075
+1,229
| +3% | +$73.4K | 0.97% | 48 |
|
|
2018
Q3 | $2.9M | Sell |
37,846
-1,727
| -4% | -$132K | 1.16% | 39 |
|
|
2018
Q2 | $2.74M | Buy |
+39,573
| New | +$2.74M | 1.14% | 40 |
|