LA
Legacy Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-11,446
| Closed | -$1.25M | – | 139 |
|
|
2025
Q1 | $1.25M | Buy |
11,446
+433
| +4% | +$47.5K | 0.13% | 132 |
|
|
2024
Q4 | $1.36M | Buy |
11,013
+1,204
| +12% | +$149K | 0.13% | 117 |
|
|
2024
Q3 | $1.07M | Sell |
9,809
-89
| -0.9% | -$9.73K | 0.12% | 140 |
|
|
2024
Q2 | $1.09M | Buy |
9,898
+134
| +1% | +$14.8K | 0.13% | 122 |
|
|
2024
Q1 | $1.11M | Sell |
9,764
-132
| -1% | -$15K | 0.14% | 126 |
|
|
2023
Q4 | $963K | Buy |
9,896
+171
| +2% | +$16.6K | 0.12% | 129 |
|
|
2023
Q3 | $939K | Buy |
9,725
+254
| +3% | +$24.5K | 0.15% | 128 |
|
|
2023
Q2 | $856K | Buy |
+9,471
| New | +$856K | 0.13% | 130 |
|
|
2019
Q3 | – | Sell |
-600
| Closed | -$40K | – | 178 |
|
|
2019
Q2 | $40K | Hold |
600
| – | – | 0.03% | 219 |
|
|
2019
Q1 | $41K | Buy |
+600
| New | +$41K | 0.01% | 229 |
|
|
2018
Q4 | – | Sell |
-1,198
| Closed | -$92K | – | 200 |
|
|
2018
Q3 | $92K | Buy |
1,198
+598
| +100% | +$45.9K | 0.05% | 185 |
|
|
2018
Q2 | $41K | Hold |
600
| – | – | 0.03% | 202 |
|
|
2018
Q1 | $41K | Hold |
600
| – | – | 0.03% | 172 |
|
|
2017
Q4 | $41K | Hold |
600
| – | – | 0.04% | 138 |
|
|
2017
Q3 | $37K | Hold |
600
| – | – | 0.04% | 124 |
|
|
2017
Q2 | $35K | Hold |
600
| – | – | 0.04% | 113 |
|
|
2017
Q1 | $35K | Hold |
600
| – | – | 0.05% | 108 |
|
|
2016
Q4 | $33K | Buy |
+600
| New | +$33K | 0.05% | 123 |
|