MBA 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 | $536K | Buy |
4,021
+1,110
| +38% | +$148K | 0.25% | 76 |
|
|
2025
Q1 | $319K | Buy |
2,911
+390
| +15% | +$42.8K | 0.16% | 103 |
|
|
2024
Q4 | $312K | Buy |
2,521
+41
| +2% | +$5.08K | 0.16% | 102 |
|
|
2024
Q3 | $271K | Buy |
2,480
+41
| +2% | +$4.48K | 0.13% | 112 |
|
|
2024
Q2 | $269K | Buy |
2,439
+170
| +7% | +$18.7K | 0.14% | 111 |
|
|
2024
Q1 | $257K | Buy |
+2,269
| New | +$257K | 0.13% | 110 |
|
|
2022
Q2 | – | Sell |
-2,118
| Closed | -$208K | – | 135 |
|
|
2022
Q1 | $208K | Sell |
2,118
-215
| -9% | -$21.1K | 0.13% | 140 |
|
|
2021
Q4 | $217K | Sell |
2,333
-8
| -0.3% | -$744 | 0.13% | 140 |
|
|
2021
Q3 | $221K | Sell |
2,341
-193
| -8% | -$18.2K | 0.16% | 126 |
|
|
2021
Q2 | $244 | Hold |
2,534
| – | – | 0.11% | 118 |
|
|
2021
Q1 | $229 | Buy |
+2,534
| New | +$229 | 0.13% | 121 |
|