Lake Street Advisors Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $854K | Buy |
6,895
+196
| +3% | +$24.3K | 0.04% | 244 |
|
|
2024
Q3 | $733K | Sell |
6,699
-349
| -5% | -$38.2K | 0.03% | 264 |
|
|
2024
Q2 | $776K | Sell |
7,048
-14
| -0.2% | -$1.54K | 0.04% | 254 |
|
|
2024
Q1 | $801K | Buy |
7,062
+32
| +0.5% | +$3.63K | 0.04% | 261 |
|
|
2023
Q4 | $684K | Buy |
+7,030
| New | +$684K | 0.03% | 278 |
|
|
2023
Q3 | – | Sell |
-10,443
| Closed | -$944K | – | 352 |
|
|
2023
Q2 | $944K | Buy |
+10,443
| New | +$944K | 0.05% | 176 |
|
|
2022
Q2 | – | Sell |
-10,145
| Closed | -$995K | – | 323 |
|
|
2022
Q1 | $995K | Buy |
+10,145
| New | +$995K | 0.06% | 147 |
|
|
2021
Q3 | – | Sell |
-3,420
| Closed | -$356K | – | 293 |
|
|
2021
Q2 | $356K | Sell |
3,420
-24
| -0.7% | -$2.5K | 0.03% | 215 |
|
|
2021
Q1 | $311K | Buy |
3,444
+50
| +1% | +$4.52K | 0.03% | 229 |
|
|
2020
Q4 | $273K | Sell |
3,394
-2,471
| -42% | -$199K | 0.02% | 241 |
|
|
2020
Q3 | $385K | Buy |
5,865
+64
| +1% | +$4.2K | 0.04% | 168 |
|
|
2020
Q2 | $360K | Buy |
5,801
+560
| +11% | +$34.8K | 0.04% | 173 |
|
|
2020
Q1 | $250K | Buy |
5,241
+214
| +4% | +$10.2K | 0.03% | 198 |
|
|
2019
Q4 | $383K | Buy |
5,027
+54
| +1% | +$4.11K | 0.04% | 145 |
|
|
2019
Q3 | $333K | Buy |
4,973
+218
| +5% | +$14.6K | 0.04% | 134 |
|
|
2019
Q2 | $317K | Buy |
4,755
+105
| +2% | +$7K | 0.03% | 144 |
|
|
2019
Q1 | $318K | Buy |
4,650
+280
| +6% | +$19.1K | 0.03% | 146 |
|
|
2018
Q4 | $261K | Buy |
4,370
+167
| +4% | +$9.97K | 0.03% | 147 |
|
|
2018
Q3 | $322K | Sell |
4,203
-1,549
| -27% | -$119K | 0.04% | 129 |
|
|
2018
Q2 | $398K | Sell |
5,752
-1,391
| -19% | -$96.2K | 0.04% | 187 |
|
|
2018
Q1 | $488K | Buy |
7,143
+5
| +0.1% | +$342 | 0.05% | 137 |
|
|
2017
Q4 | $497K | Buy |
+7,138
| New | +$497K | 0.06% | 143 |
|