LifeSteps Financial’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $771K | Buy |
5,784
+35
| +0.6% | +$4.67K | 0.53% | 31 |
|
|
2025
Q1 | $630K | Sell |
5,749
-46
| -0.8% | -$5.04K | 0.51% | 36 |
|
|
2024
Q4 | $718K | Hold |
5,795
| – | – | 0.55% | 32 |
|
|
2024
Q3 | $634K | Sell |
5,795
-270
| -4% | -$29.5K | 0.5% | 40 |
|
|
2024
Q2 | $668K | Sell |
6,065
-136
| -2% | -$15K | 0.55% | 35 |
|
|
2024
Q1 | $703K | Buy |
6,201
+1
| +0% | +$113 | 0.53% | 35 |
|
|
2023
Q4 | $603K | Hold |
6,200
| – | – | 0.54% | 37 |
|
|
2023
Q3 | $599K | Buy |
6,200
+1
| +0% | +$97 | 0.61% | 36 |
|
|
2023
Q2 | $560K | Sell |
6,199
-24
| -0.4% | -$2.17K | 0.55% | 39 |
|
|
2023
Q1 | $542K | Hold |
6,223
| – | – | 0.58% | 38 |
|
|
2022
Q4 | $598K | Buy |
6,223
+2,000
| +47% | +$192K | 0.62% | 35 |
|
|
2022
Q3 | $309K | Buy |
4,223
+133
| +3% | +$9.73K | 0.35% | 53 |
|
|
2022
Q2 | $325K | Hold |
4,090
| – | – | 0.34% | 54 |
|
|
2022
Q1 | $401K | Hold |
4,090
| – | – | 0.3% | 58 |
|
|
2021
Q4 | $380K | Sell |
4,090
-300
| -7% | -$27.9K | 0.27% | 55 |
|
|
2021
Q3 | $414K | Hold |
4,390
| – | – | 0.32% | 51 |
|
|
2021
Q2 | $422K | Buy |
4,390
+60
| +1% | +$5.77K | 0.32% | 49 |
|
|
2021
Q1 | $391K | Hold |
4,330
| – | – | 0.33% | 50 |
|
|
2020
Q4 | $348K | Sell |
4,330
-60
| -1% | -$4.82K | 0.32% | 49 |
|
|
2020
Q3 | $288K | Buy |
4,390
+100
| +2% | +$6.56K | 0.3% | 56 |
|
|
2020
Q2 | $266K | Hold |
4,290
| – | – | 0.31% | 57 |
|
|
2020
Q1 | $204K | Hold |
4,290
| – | – | 0.23% | 74 |
|
|
2019
Q4 | $327K | Buy |
+4,290
| New | +$327K | 0.31% | 59 |
|