MGIA
Moneta Group Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18.4M | Buy |
137,654
+3,940
| +3% | +$525K | 0.22% | 64 |
|
|
2025
Q1 | $14.7M | Buy |
133,714
+242
| +0.2% | +$26.5K | 0.2% | 68 |
|
|
2024
Q4 | $16.5M | Buy |
133,472
+12,141
| +10% | +$1.5M | 0.23% | 64 |
|
|
2024
Q3 | $13.3M | Sell |
121,331
-7,525
| -6% | -$823K | 0.19% | 71 |
|
|
2024
Q2 | $14.2M | Sell |
128,856
-136
| -0.1% | -$15K | 0.23% | 65 |
|
|
2024
Q1 | $14.6M | Buy |
128,992
+57,956
| +82% | +$6.57M | 0.24% | 66 |
|
|
2023
Q4 | $6.91M | Buy |
71,036
+4,109
| +6% | +$400K | 0.14% | 84 |
|
|
2023
Q3 | $6.46M | Sell |
66,927
-888
| -1% | -$85.8K | 0.15% | 80 |
|
|
2023
Q2 | $6.13M | Buy |
67,815
+2,895
| +4% | +$262K | 0.14% | 89 |
|
|
2023
Q1 | $5.66M | Buy |
64,920
+1,175
| +2% | +$102K | 0.14% | 93 |
|
|
2022
Q4 | $5.75M | Buy |
63,745
+12,106
| +23% | +$1.09M | 0.16% | 91 |
|
|
2022
Q3 | $3.78M | Sell |
51,639
-101,743
| -66% | -$7.45M | 0.14% | 99 |
|
|
2022
Q2 | $12.2M | Buy |
153,382
+124,468
| +430% | +$9.9M | 0.42% | 55 |
|
|
2022
Q1 | $2.84M | Buy |
28,914
+2,293
| +9% | +$225K | 0.11% | 114 |
|
|
2021
Q4 | $2.48M | Buy |
26,621
+5,963
| +29% | +$554K | 0.1% | 125 |
|
|
2021
Q3 | $1.95M | Buy |
20,658
+2,235
| +12% | +$211K | 0.09% | 130 |
|
|
2021
Q2 | $1.77M | Sell |
18,423
-65
| -0.4% | -$6.26K | 0.08% | 144 |
|
|
2021
Q1 | $1.67M | Buy |
18,488
+4,627
| +33% | +$417K | 0.09% | 136 |
|
|
2020
Q4 | $1.11M | Buy |
13,861
+4,100
| +42% | +$330K | 0.08% | 136 |
|
|
2020
Q3 | $640K | Buy |
9,761
+3,006
| +45% | +$197K | 0.06% | 153 |
|
|
2020
Q2 | $419K | Buy |
6,755
+417
| +7% | +$25.9K | 0.04% | 183 |
|
|
2020
Q1 | $302K | Sell |
6,338
-1,438
| -18% | -$68.5K | 0.03% | 199 |
|
|
2019
Q4 | $593K | Sell |
7,776
-61
| -0.8% | -$4.65K | 0.05% | 157 |
|
|
2019
Q3 | $524K | Buy |
7,837
+283
| +4% | +$18.9K | 0.05% | 162 |
|
|
2019
Q2 | $504K | Sell |
7,554
-1,633
| -18% | -$109K | 0.05% | 156 |
|
|
2019
Q1 | $629K | Buy |
9,187
+1,170
| +15% | +$80.1K | 0.07% | 128 |
|
|
2018
Q4 | $479K | Sell |
8,017
-2,956
| -27% | -$177K | 0.06% | 137 |
|
|
2018
Q3 | $840K | Sell |
10,973
-6,337
| -37% | -$485K | 0.09% | 112 |
|
|
2018
Q2 | $1.2M | Sell |
17,310
-7,407
| -30% | -$512K | 0.13% | 97 |
|
|
2018
Q1 | $781K | Sell |
24,717
-2,742
| -10% | -$86.6K | 0.1% | 88 |
|
|
2017
Q4 | $1.91M | Buy |
27,459
+19,592
| +249% | +$1.37M | 0.29% | 46 |
|
|
2017
Q3 | $494K | Sell |
7,867
-4,557
| -37% | -$286K | 0.08% | 118 |
|
|
2017
Q2 | $741K | Buy |
12,424
+3,874
| +45% | +$231K | 0.12% | 100 |
|
|
2017
Q1 | $512K | Hold |
8,550
| – | – | 0.1% | 83 |
|
|
2016
Q4 | $477K | Buy |
8,550
+1,400
| +20% | +$78.1K | 0.1% | 92 |
|
|
2016
Q3 | $390K | Sell |
7,150
-8,480
| -54% | -$463K | 0.09% | 92 |
|
|
2016
Q2 | $815K | Buy |
15,630
+3,200
| +26% | +$167K | 0.18% | 80 |
|
|
2016
Q1 | $676K | Buy |
12,430
+6,030
| +94% | +$328K | 0.15% | 87 |
|
|
2015
Q4 | $306K | Sell |
6,400
-485
| -7% | -$23.2K | 0.08% | 108 |
|
|
2015
Q3 | $304K | Sell |
6,885
-1,870
| -21% | -$82.6K | 0.08% | 101 |
|
|
2015
Q2 | $485K | Sell |
8,755
-3,473
| -28% | -$192K | 0.15% | 77 |
|
|
2015
Q1 | $692K | Buy |
12,228
+297
| +2% | +$16.8K | 0.3% | 67 |
|
|
2014
Q4 | $737K | Sell |
11,931
-713
| -6% | -$44K | 0.35% | 47 |
|
|
2014
Q3 | $791K | Buy |
12,644
+348
| +3% | +$21.8K | 0.41% | 38 |
|
|
2014
Q2 | $816K | Sell |
12,296
-45
| -0.4% | -$2.99K | 0.44% | 36 |
|
|
2014
Q1 | $824K | Sell |
12,341
-1,200
| -9% | -$80.1K | 0.49% | 33 |
|
|
2013
Q4 | $950K | Sell |
13,541
-430
| -3% | -$30.2K | 0.57% | 31 |
|
|
2013
Q3 | $904K | Sell |
13,971
-120
| -0.9% | -$7.77K | 0.6% | 34 |
|
|
2013
Q2 | $769K | Buy |
+14,091
| New | +$769K | 0.54% | 34 |
|