Meridian Wealth 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
Q1 | – | Sell |
-1,798
| Closed | -$223K | – | 172 |
|
|
2024
Q4 | $223K | Buy |
+1,798
| New | +$223K | 0.04% | 168 |
|
|
2023
Q2 | – | Sell |
-2,458
| Closed | -$214K | – | 186 |
|
|
2023
Q1 | $214K | Buy |
2,458
+300
| +14% | +$26.1K | 0.05% | 176 |
|
|
2022
Q4 | $207K | Buy |
+2,158
| New | +$207K | 0.05% | 181 |
|
|
2019
Q3 | – | Sell |
-3,234
| Closed | -$216K | – | 157 |
|
|
2019
Q2 | $216K | Buy |
3,234
+207
| +7% | +$13.8K | 0.15% | 117 |
|
|
2019
Q1 | $207K | Sell |
3,027
-135
| -4% | -$9.23K | 0.15% | 118 |
|
|
2018
Q4 | $189K | Buy |
+3,162
| New | +$189K | 0.15% | 123 |
|