LVW Advisors’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 | $779K | Buy |
5,843
+2,296
| +65% | +$306K | 0.09% | 133 |
|
|
2025
Q1 | $389K | Buy |
3,547
+659
| +23% | +$72.3K | 0.05% | 206 |
|
|
2024
Q4 | $358K | Sell |
2,888
-219
| -7% | -$27.1K | 0.04% | 221 |
|
|
2024
Q3 | $340K | Sell |
3,107
-1,734
| -36% | -$190K | 0.04% | 225 |
|
|
2024
Q2 | $533K | Buy |
4,841
+603
| +14% | +$66.4K | 0.08% | 158 |
|
|
2024
Q1 | $481K | Buy |
4,238
+1,512
| +55% | +$171K | 0.08% | 171 |
|
|
2023
Q4 | $265K | Buy |
+2,726
| New | +$265K | 0.05% | 220 |
|
|
2023
Q1 | – | Sell |
-2,536
| Closed | -$244K | – | 234 |
|
|
2022
Q4 | $244K | Buy |
+2,536
| New | +$244K | 0.05% | 199 |
|
|
2022
Q3 | – | Sell |
-2,702
| Closed | -$215K | – | 224 |
|
|
2022
Q2 | $215K | Buy |
2,702
+138
| +5% | +$11K | 0.04% | 216 |
|
|
2022
Q1 | $251K | Buy |
2,564
+28
| +1% | +$2.74K | 0.04% | 207 |
|
|
2021
Q4 | $236K | Buy |
+2,536
| New | +$236K | 0.04% | 220 |
|