MFW
Meristem Family Wealth’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $863K | Buy |
8,805
+2,114
| +32% | +$207K | 0.09% | 121 |
|
|
2021
Q4 | $622K | Hold |
6,691
| – | – | 0.05% | 193 |
|
|
2021
Q3 | $630K | Buy |
6,691
+1,197
| +22% | +$113K | 0.06% | 189 |
|
|
2021
Q2 | $529K | Buy |
5,494
+2,348
| +75% | +$226K | 0.08% | 164 |
|
|
2021
Q1 | $284K | Sell |
3,146
-3,200
| -50% | -$289K | 0.06% | 184 |
|
|
2020
Q4 | $510K | Buy |
6,346
+2,962
| +88% | +$238K | 0.11% | 119 |
|
|
2020
Q3 | $222K | Hold |
3,384
| – | – | 0.06% | 170 |
|
|
2020
Q2 | $210K | Buy |
+3,384
| New | +$210K | 0.06% | 174 |
|
|
2020
Q1 | – | Sell |
-3,686
| Closed | -$281K | – | 195 |
|
|
2019
Q4 | $281K | Sell |
3,686
-712
| -16% | -$54.3K | 0.07% | 151 |
|
|
2019
Q3 | $294K | Sell |
4,398
-1,014
| -19% | -$67.8K | 0.08% | 147 |
|
|
2019
Q2 | $361K | Buy |
5,412
+191
| +4% | +$12.7K | 0.11% | 107 |
|
|
2019
Q1 | $357K | Sell |
5,221
-313
| -6% | -$21.4K | 0.12% | 93 |
|
|
2018
Q4 | $331K | Sell |
5,534
-84
| -1% | -$5.02K | 0.12% | 89 |
|
|
2018
Q3 | $430K | Sell |
5,618
-17
| -0.3% | -$1.3K | 0.15% | 73 |
|
|
2018
Q2 | $390K | Sell |
5,635
-2,753
| -33% | -$191K | 0.14% | 80 |
|
|
2018
Q1 | $573K | Sell |
8,388
-312
| -4% | -$21.3K | 0.2% | 59 |
|
|
2017
Q4 | $606K | Buy |
8,700
+1
| +0% | +$70 | 0.22% | 57 |
|
|
2017
Q3 | $547K | Hold |
8,699
| – | – | 0.22% | 57 |
|
|
2017
Q2 | $519K | Sell |
8,699
-796
| -8% | -$47.5K | 0.21% | 57 |
|
|
2017
Q1 | $568K | Buy |
9,495
+248
| +3% | +$14.8K | 0.23% | 54 |
|
|
2016
Q4 | $516K | Sell |
9,247
-42
| -0.5% | -$2.34K | 0.21% | 60 |
|
|
2016
Q3 | $506K | Buy |
9,289
+400
| +4% | +$21.8K | 0.21% | 60 |
|
|
2016
Q2 | $464K | Sell |
8,889
-90
| -1% | -$4.7K | 0.21% | 63 |
|
|
2016
Q1 | $488K | Buy |
8,979
+157
| +2% | +$8.53K | 0.22% | 61 |
|
|
2015
Q4 | $422K | Buy |
+8,822
| New | +$422K | 0.17% | 71 |
|
|
2015
Q3 | – | Sell |
-10,670
| Closed | -$591K | – | 76 |
|
|
2015
Q2 | $591K | Hold |
10,670
| – | – | 0.26% | 51 |
|
|
2015
Q1 | $604K | Buy |
10,670
+109
| +1% | +$6.17K | 0.25% | 57 |
|
|
2014
Q4 | $652K | Sell |
10,561
-1,166
| -10% | -$72K | 0.24% | 57 |
|
|
2014
Q3 | $734K | Sell |
11,727
-3,282
| -22% | -$205K | 0.31% | 45 |
|
|
2014
Q2 | $996K | Sell |
15,009
-32
| -0.2% | -$2.12K | 0.42% | 36 |
|
|
2014
Q1 | $1.01M | Sell |
15,041
-2,564
| -15% | -$171K | 0.44% | 37 |
|
|
2013
Q4 | $1.24M | Sell |
17,605
-3,092
| -15% | -$217K | 0.51% | 35 |
|
|
2013
Q3 | $1.34M | Sell |
20,697
-666
| -3% | -$43.1K | 0.62% | 29 |
|
|
2013
Q2 | $1.17M | Buy |
+21,363
| New | +$1.17M | 0.54% | 33 |
|