Mission 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 | $304K | Buy |
2,277
+176
| +8% | +$23.5K | 0.01% | 552 |
|
|
2025
Q1 | $230K | Buy |
2,101
+473
| +29% | +$51.9K | 0.01% | 580 |
|
|
2024
Q4 | $202K | Sell |
1,628
-430
| -21% | -$53.3K | ﹤0.01% | 600 |
|
|
2024
Q3 | $225K | Buy |
2,058
+149
| +8% | +$16.3K | 0.01% | 581 |
|
|
2024
Q2 | $210K | Sell |
1,909
-430
| -18% | -$47.4K | 0.01% | 576 |
|
|
2024
Q1 | $265K | Sell |
2,339
-1,190
| -34% | -$135K | 0.01% | 545 |
|
|
2023
Q4 | $344K | Buy |
3,529
+1,129
| +47% | +$110K | 0.01% | 432 |
|
|
2023
Q3 | $232K | Buy |
2,400
+53
| +2% | +$5.12K | 0.01% | 476 |
|
|
2023
Q2 | $212K | Buy |
+2,347
| New | +$212K | 0.01% | 492 |
|
|
2022
Q3 | – | Sell |
-3,688
| Closed | -$293K | – | 487 |
|
|
2022
Q2 | $293K | Buy |
3,688
+199
| +6% | +$15.8K | 0.02% | 382 |
|
|
2022
Q1 | $342K | Sell |
3,489
-95
| -3% | -$9.31K | 0.02% | 369 |
|
|
2021
Q4 | $333K | Sell |
3,584
-35
| -1% | -$3.25K | 0.02% | 386 |
|
|
2021
Q3 | $341K | Sell |
3,619
-692
| -16% | -$65.2K | 0.02% | 361 |
|
|
2021
Q2 | $415K | Buy |
4,311
+765
| +22% | +$73.6K | 0.02% | 318 |
|
|
2021
Q1 | $320K | Sell |
3,546
-55
| -2% | -$4.96K | 0.02% | 350 |
|
|
2020
Q4 | $289K | Buy |
+3,601
| New | +$289K | 0.02% | 341 |
|
|
2020
Q1 | – | Sell |
-2,913
| Closed | -$222K | – | 315 |
|
|
2019
Q4 | $222K | Buy |
+2,913
| New | +$222K | 0.02% | 309 |
|
|
2019
Q2 | – | Sell |
-3,697
| Closed | -$253K | – | 322 |
|
|
2019
Q1 | $253K | Sell |
3,697
-243
| -6% | -$16.6K | 0.03% | 259 |
|
|
2018
Q4 | $235K | Buy |
3,940
+82
| +2% | +$4.89K | 0.03% | 229 |
|
|
2018
Q3 | $295K | Buy |
3,858
+358
| +10% | +$27.4K | 0.04% | 217 |
|
|
2018
Q2 | $242K | Sell |
3,500
-86
| -2% | -$5.95K | 0.04% | 222 |
|
|
2018
Q1 | $245K | Sell |
3,586
-986
| -22% | -$67.4K | 0.04% | 189 |
|
|
2017
Q4 | $319K | Buy |
+4,572
| New | +$319K | 0.05% | 143 |
|