LFA
Legacy Financial Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338K | Buy |
2,535
+587
| +30% | +$78.3K | 0.05% | 254 |
|
|
2025
Q1 | $214K | Sell |
1,948
-582
| -23% | -$63.8K | 0.04% | 342 |
|
|
2024
Q4 | $314K | Buy |
+2,530
| New | +$314K | 0.05% | 269 |
|
|
2024
Q3 | – | Sell |
-2,112
| Closed | -$233K | – | 362 |
|
|
2024
Q2 | $233K | Buy |
2,112
+5
| +0.2% | +$551 | 0.04% | 300 |
|
|
2024
Q1 | $239K | Buy |
+2,107
| New | +$239K | 0.04% | 287 |
|
|
2023
Q4 | – | Sell |
-2,531
| Closed | -$244K | – | 304 |
|
|
2023
Q3 | $244K | Buy |
+2,531
| New | +$244K | 0.05% | 229 |
|
|
2021
Q2 | – | Sell |
-3,697
| Closed | -$334K | – | 175 |
|
|
2021
Q1 | $334K | Sell |
3,697
-421
| -10% | -$38K | 0.09% | 94 |
|
|
2020
Q4 | $331K | Buy |
4,118
+335
| +9% | +$26.9K | 0.09% | 89 |
|
|
2020
Q3 | $248K | Buy |
+3,783
| New | +$248K | 0.08% | 100 |
|
|
2019
Q2 | – | Sell |
-1,444
| Closed | -$99K | – | 348 |
|
|
2019
Q1 | $99K | Buy |
1,444
+513
| +55% | +$35.2K | 0.03% | 165 |
|
|
2018
Q4 | $56K | Buy |
931
+193
| +26% | +$11.6K | 0.02% | 223 |
|
|
2018
Q3 | $56K | Hold |
738
| – | – | 0.02% | 239 |
|
|
2018
Q2 | $52K | Buy |
738
+26
| +4% | +$1.83K | 0.02% | 245 |
|
|
2018
Q1 | $48K | Buy |
712
+40
| +6% | +$2.7K | 0.02% | 249 |
|
|
2017
Q4 | $46K | Buy |
+672
| New | +$46K | 0.02% | 253 |
|