Live Oak Private Wealth’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 | $577K | Buy |
4,326
+61
| +1% | +$8.13K | 0.09% | 121 |
|
|
2025
Q1 | $468K | Hold |
4,265
| – | – | 0.08% | 129 |
|
|
2024
Q4 | $529K | Hold |
4,265
| – | – | 0.09% | 123 |
|
|
2024
Q3 | $466K | Hold |
4,265
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $470K | Hold |
4,265
| – | – | 0.08% | 120 |
|
|
2024
Q1 | $484K | Sell |
4,265
-98
| -2% | -$11.1K | 0.08% | 114 |
|
|
2023
Q4 | $425K | Hold |
4,363
| – | – | 0.08% | 113 |
|
|
2023
Q3 | $421K | Sell |
4,363
-557
| -11% | -$53.8K | 0.09% | 108 |
|
|
2023
Q2 | $445K | Buy |
4,920
+146
| +3% | +$13.2K | 0.09% | 107 |
|
|
2023
Q1 | $416K | Sell |
4,774
-163
| -3% | -$14.2K | 0.09% | 117 |
|
|
2022
Q4 | $474K | Sell |
4,937
-300
| -6% | -$28.8K | 0.1% | 114 |
|
|
2022
Q3 | $383K | Hold |
5,237
| – | – | 0.09% | 124 |
|
|
2022
Q2 | $417K | Buy |
5,237
+215
| +4% | +$17.1K | 0.09% | 125 |
|
|
2022
Q1 | $492K | Buy |
5,022
+748
| +18% | +$73.3K | 0.1% | 121 |
|
|
2021
Q4 | $397K | Buy |
4,274
+483
| +13% | +$44.9K | 0.07% | 136 |
|
|
2021
Q3 | $357K | Hold |
3,791
| – | – | 0.07% | 139 |
|
|
2021
Q2 | $365K | Buy |
3,791
+300
| +9% | +$28.9K | 0.08% | 130 |
|
|
2021
Q1 | $315K | Sell |
3,491
-1,464
| -30% | -$132K | 0.08% | 128 |
|
|
2020
Q4 | $398K | Hold |
4,955
| – | – | 0.11% | 111 |
|
|
2020
Q3 | $325K | Buy |
4,955
+1
| +0% | +$66 | 0.11% | 104 |
|
|
2020
Q2 | $307K | Buy |
+4,954
| New | +$307K | 0.11% | 106 |
|