Kestra Advisory Services’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $33.4M | Buy |
254,847
+16,955
| +7% | +$2.44M | 0.13% | 160 |
|
|
2025
Q4 | $31.6M | Buy |
237,892
+5,205
| +2% | +$690K | 0.13% | 147 |
|
|
2025
Q3 | $30.5M | Buy |
232,687
+52,813
| +29% | +$7.2M | 0.14% | 138 |
|
|
2025
Q2 | $24M | Buy |
179,874
+4,737
| +3% | +$543K | 0.12% | 160 |
|
|
2025
Q1 | $19.2M | Sell |
175,137
-14,641
| -8% | -$1.77M | 0.09% | 187 |
|
|
2024
Q4 | $23.5M | Sell |
189,778
-20,561
| -10% | -$2.49M | 0.13% | 145 |
|
|
2024
Q3 | $23M | Sell |
210,339
-4,573
| -2% | -$492K | 0.13% | 161 |
|
|
2024
Q2 | $23.4M | Buy |
214,912
+27,297
| +15% | +$3.02M | 0.13% | 165 |
|
|
2024
Q1 | $21.3M | Buy |
187,615
+16,839
| +10% | +$1.73M | 0.14% | 140 |
|
|
2023
Q4 | $16.6M | Buy |
170,776
+2,735
| +2% | +$250K | 0.13% | 151 |
|
|
2023
Q3 | $16.2M | Sell |
168,041
-928
| -0.5% | -$88.4K | 0.16% | 130 |
|
|
2023
Q2 | $15.3M | Buy |
168,969
+19,534
| +13% | +$1.64M | 0.15% | 143 |
|
|
2023
Q1 | $13M | Sell |
149,435
-22,301
| -13% | -$1.95M | 0.14% | 163 |
|
|
2022
Q4 | $16.5M | Buy |
171,736
+66,892
| +64% | +$6.01M | 0.15% | 162 |
|
|
2022
Q3 | $7.68M | Buy |
104,844
+28,309
| +37% | +$2.35M | 0.08% | 266 |
|
|
2022
Q2 | $6.09M | Buy |
76,535
+4,604
| +6% | +$406K | 0.06% | 316 |
|
|
2022
Q1 | $7.05M | Sell |
71,931
-20,307
| -22% | -$1.92M | 0.07% | 291 |
|
|
2021
Q4 | $8.57M | Sell |
92,238
-7,823
| -8% | -$737K | 0.09% | 254 |
|
|
2021
Q3 | $9.43M | Sell |
100,061
-15,131
| -13% | -$1.51M | 0.09% | 234 |
|
|
2021
Q2 | $11.1M | Buy |
115,192
+12,075
| +12% | +$1.14M | 0.13% | 184 |
|
|
2021
Q1 | $9.3M | Buy |
103,117
+568
| +0.6% | +$48.9K | 0.12% | 198 |
|
|
2020
Q4 | $8.19M | Buy |
102,549
+44,780
| +78% | +$3.33M | 0.09% | 241 |
|
|
2020
Q3 | $3.79M | Buy |
+57,769
| New | +$3.81M | 0.07% | 287 |
|
Other funds holding EMR
VCM
VPM
