Meridian Wealth Management’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 | $4.62M | Buy |
34,644
+112
| +0.3% | +$14.9K | 0.2% | 108 |
|
|
2025
Q1 | $3.79M | Sell |
34,532
-62
| -0.2% | -$6.8K | 0.18% | 126 |
|
|
2024
Q4 | $4.29M | Buy |
34,594
+288
| +0.8% | +$35.7K | 0.2% | 105 |
|
|
2024
Q3 | $3.75M | Buy |
+34,306
| New | +$3.75M | 0.18% | 121 |
|
|
2024
Q2 | – | Sell |
-32,716
| Closed | -$3.71M | – | 359 |
|
|
2024
Q1 | $3.71M | Buy |
32,716
+968
| +3% | +$110K | 0.62% | 29 |
|
|
2023
Q4 | $3.09M | Buy |
31,748
+20,252
| +176% | +$1.97M | 0.2% | 117 |
|
|
2023
Q3 | $1.11M | Buy |
11,496
+3,714
| +48% | +$359K | 0.07% | 220 |
|
|
2023
Q2 | $703K | Sell |
7,782
-259
| -3% | -$23.4K | 0.06% | 259 |
|
|
2023
Q1 | $701K | Buy |
8,041
+77
| +1% | +$6.71K | 0.06% | 261 |
|
|
2022
Q4 | $765K | Buy |
7,964
+885
| +13% | +$85K | 0.07% | 236 |
|
|
2022
Q3 | $518K | Sell |
7,079
-755
| -10% | -$55.2K | 0.06% | 270 |
|
|
2022
Q2 | $623K | Buy |
7,834
+1,831
| +31% | +$146K | 0.05% | 308 |
|
|
2022
Q1 | $589K | Hold |
6,003
| – | – | 0.06% | 216 |
|
|
2021
Q4 | $558K | Hold |
6,003
| – | – | 0.06% | 231 |
|
|
2021
Q3 | $565K | Buy |
6,003
+12
| +0.2% | +$1.13K | 0.07% | 208 |
|
|
2021
Q2 | $577K | Buy |
5,991
+525
| +10% | +$50.6K | 0.07% | 204 |
|
|
2021
Q1 | $493K | Hold |
5,466
| – | – | 0.07% | 211 |
|
|
2020
Q4 | $439K | Buy |
+5,466
| New | +$439K | 0.07% | 205 |
|
|
2017
Q3 | – | Sell |
-5,007
| Closed | -$299K | – | 167 |
|
|
2017
Q2 | $299K | Buy |
5,007
+666
| +15% | +$39.8K | 0.19% | 122 |
|
|
2017
Q1 | $260K | Buy |
4,341
+447
| +11% | +$26.8K | 0.16% | 132 |
|
|
2016
Q4 | $230K | Buy |
+3,894
| New | +$230K | 0.18% | 113 |
|