Kestra Private Wealth Services’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
$15.6M Buy
117,239
+8,302
+8% +$1.11M 0.22% 98
2025
Q1
$11.9M Buy
108,937
+11,133
+11% +$1.22M 0.2% 111
2024
Q4
$12.1M Buy
97,804
+6,633
+7% +$822K 0.21% 107
2024
Q3
$9.97M Buy
91,171
+8,522
+10% +$932K 0.18% 128
2024
Q2
$9.1M Buy
82,649
+3,909
+5% +$431K 0.18% 127
2024
Q1
$8.93M Buy
78,740
+10,072
+15% +$1.14M 0.2% 121
2023
Q4
$6.68M Buy
68,668
+20,793
+43% +$2.02M 0.17% 148
2023
Q3
$4.62M Buy
47,875
+12,715
+36% +$1.23M 0.15% 164
2023
Q2
$3.18M Buy
35,160
+9,484
+37% +$857K 0.11% 209
2023
Q1
$2.24M Buy
25,676
+6,102
+31% +$532K 0.09% 246
2022
Q4
$1.88M Buy
19,574
+2,840
+17% +$273K 0.1% 247
2022
Q3
$1.23M Sell
16,734
-3,434
-17% -$251K 0.07% 295
2022
Q2
$1.6M Buy
20,168
+2,727
+16% +$217K 0.09% 256
2022
Q1
$1.71M Buy
17,441
+916
+6% +$89.8K 0.08% 248
2021
Q4
$1.54M Buy
16,525
+4,519
+38% +$420K 0.07% 291
2021
Q3
$1.13M Buy
12,006
+1,320
+12% +$124K 0.06% 324
2021
Q2
$1.03M Sell
10,686
-468
-4% -$45K 0.06% 320
2021
Q1
$1.01M Buy
11,154
+181
+2% +$16.3K 0.07% 288
2020
Q4
$876K Buy
10,973
+500
+5% +$39.9K 0.06% 304
2020
Q3
$687K Buy
+10,473
New +$687K 0.06% 322