KFP
Keystone Financial Planning’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Sell |
4,582
-401
| -8% | -$53.5K | 0.18% | 37 |
|
|
2025
Q1 | $546K | Hold |
4,983
| – | – | 0.16% | 39 |
|
|
2024
Q4 | $618K | Sell |
4,983
-157
| -3% | -$19.5K | 0.19% | 39 |
|
|
2024
Q3 | $562K | Hold |
5,140
| – | – | 0.17% | 38 |
|
|
2024
Q2 | $566K | Sell |
5,140
-271
| -5% | -$29.9K | 0.19% | 37 |
|
|
2024
Q1 | $614K | Sell |
5,411
-136
| -2% | -$15.4K | 0.2% | 38 |
|
|
2023
Q4 | $540K | Hold |
5,547
| – | – | 0.18% | 39 |
|
|
2023
Q3 | $536K | Hold |
5,547
| – | – | 0.19% | 39 |
|
|
2023
Q2 | $501K | Hold |
5,547
| – | – | 0.17% | 39 |
|
|
2023
Q1 | $483K | Hold |
5,547
| – | – | 0.16% | 40 |
|
|
2022
Q4 | $533K | Hold |
5,547
| – | – | 0.18% | 39 |
|
|
2022
Q3 | $406K | Buy |
5,547
+404
| +8% | +$29.6K | 0.16% | 41 |
|
|
2022
Q2 | $409K | Hold |
5,143
| – | – | 0.14% | 43 |
|
|
2022
Q1 | $504K | Hold |
5,143
| – | – | 0.17% | 42 |
|
|
2021
Q4 | $478K | Sell |
5,143
-404
| -7% | -$37.5K | 0.16% | 41 |
|
|
2021
Q3 | $523K | Hold |
5,547
| – | – | 0.19% | 37 |
|
|
2021
Q2 | $534K | Hold |
5,547
| – | – | 0.19% | 37 |
|
|
2021
Q1 | $500K | Sell |
5,547
-152
| -3% | -$13.7K | 0.19% | 36 |
|
|
2020
Q4 | $458K | Sell |
5,699
-255
| -4% | -$20.5K | 0.19% | 37 |
|
|
2020
Q3 | $390K | Sell |
5,954
-86,822
| -94% | -$5.69M | 0.19% | 37 |
|
|
2020
Q2 | $5.76M | Buy |
92,776
+21
| +0% | +$1.3K | 2.84% | 20 |
|
|
2020
Q1 | $4.42M | Buy |
+92,755
| New | +$4.42M | 2.53% | 22 |
|
|
2018
Q1 | – | Sell |
-92,450
| Closed | -$6.44M | – | 48 |
|
|
2017
Q4 | $6.44M | Sell |
92,450
-760
| -0.8% | -$53K | 3.44% | 13 |
|
|
2017
Q3 | $5.86M | Buy |
93,210
+937
| +1% | +$58.9K | 3.32% | 11 |
|
|
2017
Q2 | $5.5M | Buy |
92,273
+1,659
| +2% | +$98.9K | 3.33% | 13 |
|
|
2017
Q1 | $5.42M | Buy |
90,614
+666
| +0.7% | +$39.9K | 3.37% | 12 |
|
|
2016
Q4 | $5.02M | Hold |
89,948
| – | – | 3.28% | 11 |
|
|
2016
Q3 | $4.9M | Buy |
89,948
+498
| +0.6% | +$27.1K | 3.22% | 16 |
|
|
2016
Q2 | $4.67M | Buy |
89,450
+971
| +1% | +$50.7K | 3.16% | 18 |
|
|
2016
Q1 | $4.81M | Buy |
88,479
+149
| +0.2% | +$8.1K | 3.44% | 11 |
|
|
2015
Q4 | $4.23M | Sell |
88,330
-326
| -0.4% | -$15.6K | 3.2% | 16 |
|
|
2015
Q3 | $3.92M | Buy |
+88,656
| New | +$3.92M | 3.16% | 18 |
|