Marcum 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
Q1 | $596K | Sell |
5,439
-203
| -4% | -$22.3K | 0.05% | 172 |
|
|
2024
Q4 | $699K | Buy |
5,642
+550
| +11% | +$68.2K | 0.06% | 154 |
|
|
2024
Q3 | $557K | Sell |
5,092
-186
| -4% | -$20.3K | 0.05% | 178 |
|
|
2024
Q2 | $581K | Sell |
5,278
-277
| -5% | -$30.5K | 0.06% | 165 |
|
|
2024
Q1 | $630K | Buy |
5,555
+1,513
| +37% | +$172K | 0.06% | 155 |
|
|
2023
Q4 | $393K | Buy |
4,042
+99
| +3% | +$9.64K | 0.04% | 217 |
|
|
2023
Q3 | $381K | Buy |
3,943
+160
| +4% | +$15.5K | 0.05% | 207 |
|
|
2023
Q2 | $342K | Sell |
3,783
-137
| -3% | -$12.4K | 0.04% | 222 |
|
|
2023
Q1 | $342K | Sell |
3,920
-64
| -2% | -$5.58K | 0.04% | 226 |
|
|
2022
Q4 | $383K | Sell |
3,984
-335
| -8% | -$32.2K | 0.05% | 206 |
|
|
2022
Q3 | $316K | Buy |
4,319
+459
| +12% | +$33.6K | 0.05% | 231 |
|
|
2022
Q2 | $307K | Buy |
3,860
+97
| +3% | +$7.72K | 0.05% | 229 |
|
|
2022
Q1 | $369K | Buy |
3,763
+190
| +5% | +$18.6K | 0.05% | 212 |
|
|
2021
Q4 | $332K | Hold |
3,573
| – | – | 0.05% | 229 |
|
|
2021
Q3 | $337K | Buy |
3,573
+170
| +5% | +$16K | 0.05% | 218 |
|
|
2021
Q2 | $328K | Buy |
3,403
+17
| +0.5% | +$1.64K | 0.05% | 209 |
|
|
2021
Q1 | $305K | Buy |
+3,386
| New | +$305K | 0.05% | 218 |
|