Mitchell & Pahl Private Wealth’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 | $2.7M | Buy |
20,240
+774
| +4% | +$103K | 1.19% | 29 |
|
|
2025
Q1 | $2.13M | Sell |
19,466
-358
| -2% | -$39.3K | 1% | 37 |
|
|
2024
Q4 | $2.46M | Buy |
19,824
+816
| +4% | +$101K | 1.15% | 31 |
|
|
2024
Q3 | $2.08M | Buy |
19,008
+692
| +4% | +$75.7K | 0.97% | 37 |
|
|
2024
Q2 | $2.02M | Sell |
18,316
-239
| -1% | -$26.3K | 1.07% | 30 |
|
|
2024
Q1 | $2.1M | Buy |
18,555
+425
| +2% | +$48.2K | 1.11% | 26 |
|
|
2023
Q4 | $1.76M | Sell |
18,130
-829
| -4% | -$80.7K | 1% | 34 |
|
|
2023
Q3 | $1.83M | Buy |
18,959
+1,476
| +8% | +$143K | 1.09% | 29 |
|
|
2023
Q2 | $1.58M | Buy |
17,483
+526
| +3% | +$47.5K | 0.95% | 33 |
|
|
2023
Q1 | $1.48M | Buy |
16,957
+892
| +6% | +$77.7K | 0.93% | 40 |
|
|
2022
Q4 | $1.54M | Buy |
16,065
+228
| +1% | +$21.9K | 1.01% | 32 |
|
|
2022
Q3 | $1.16M | Buy |
15,837
+887
| +6% | +$65K | 0.86% | 40 |
|
|
2022
Q2 | $1.19M | Buy |
14,950
+1,146
| +8% | +$91.1K | 0.83% | 41 |
|
|
2022
Q1 | $1.35M | Buy |
13,804
+808
| +6% | +$79.2K | 0.86% | 37 |
|
|
2021
Q4 | $1.21M | Buy |
12,996
+429
| +3% | +$39.9K | 0.77% | 43 |
|
|
2021
Q3 | $1.18M | Buy |
12,567
+87
| +0.7% | +$8.2K | 0.85% | 38 |
|
|
2021
Q2 | $1.2M | Buy |
12,480
+218
| +2% | +$21K | 0.86% | 38 |
|
|
2021
Q1 | $1.11M | Buy |
12,262
+194
| +2% | +$17.5K | 0.86% | 40 |
|
|
2020
Q4 | $970K | Buy |
+12,068
| New | +$970K | 0.82% | 44 |
|