Keystone Financial Planning’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $601K | Hold |
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|
2025
Q2 | $611K | Sell |
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|
2025
Q1 | $546K | Hold |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $562K | Hold |
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|
2024
Q2 | $566K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $540K | Hold |
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|
2023
Q3 | $536K | Hold |
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|
2023
Q2 | $501K | Hold |
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|
2023
Q1 | $483K | Hold |
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|
2022
Q4 | $533K | Hold |
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|
2022
Q3 | $406K | Buy |
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|
2022
Q2 | $409K | Hold |
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|
2022
Q1 | $504K | Hold |
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|
2021
Q4 | $478K | Sell |
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|
2021
Q3 | $523K | Hold |
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|
2021
Q2 | $534K | Hold |
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|
2021
Q1 | $500K | Sell |
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|
2020
Q4 | $458K | Sell |
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|
2020
Q3 | $390K | Sell |
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|
2020
Q2 | $5.75M | Buy |
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|
2020
Q1 | $4.42M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $6.44M | Sell |
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|
2017
Q3 | $5.86M | Buy |
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|
2017
Q2 | $5.5M | Buy |
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|
2017
Q1 | $5.42M | Buy |
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|
2016
Q4 | $5.01M | Hold |
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|
2016
Q3 | $4.9M | Buy |
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|
2016
Q2 | $4.67M | Buy |
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|
2016
Q1 | $4.81M | Buy |
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|
2015
Q4 | $4.22M | Sell |
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|
2015
Q3 | $3.92M | Buy |
|