Obermeyer Wealth Partners’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 | $1.2M | Buy |
8,984
+201
| +2% | +$26.8K | 0.06% | 93 |
|
|
2025
Q1 | $963K | Buy |
8,783
+668
| +8% | +$73.2K | 0.05% | 104 |
|
|
2024
Q4 | $1.01M | Buy |
8,115
+2,253
| +38% | +$279K | 0.05% | 98 |
|
|
2024
Q3 | $641K | Buy |
5,862
+641
| +12% | +$70.1K | 0.03% | 132 |
|
|
2024
Q2 | $575K | Sell |
5,221
-24
| -0.5% | -$2.64K | 0.03% | 136 |
|
|
2024
Q1 | $595K | Sell |
5,245
-479
| -8% | -$54.3K | 0.04% | 131 |
|
|
2023
Q4 | $557K | Buy |
5,724
+132
| +2% | +$12.8K | 0.04% | 109 |
|
|
2023
Q3 | $540K | Sell |
5,592
-574
| -9% | -$55.4K | 0.04% | 104 |
|
|
2023
Q2 | $557K | Sell |
6,166
-148
| -2% | -$13.4K | 0.04% | 110 |
|
|
2023
Q1 | $550K | Sell |
6,314
-937
| -13% | -$81.6K | 0.04% | 109 |
|
|
2022
Q4 | $697K | Buy |
7,251
+144
| +2% | +$13.8K | 0.05% | 92 |
|
|
2022
Q3 | $520K | Sell |
7,107
-3,346
| -32% | -$245K | 0.04% | 111 |
|
|
2022
Q2 | $831K | Buy |
10,453
+207
| +2% | +$16.5K | 0.06% | 75 |
|
|
2022
Q1 | $1.01M | Buy |
10,246
+42
| +0.4% | +$4.12K | 0.06% | 73 |
|
|
2021
Q4 | $949K | Hold |
10,204
| – | – | 0.05% | 78 |
|
|
2021
Q3 | $961K | Hold |
10,204
| – | – | 0.05% | 76 |
|
|
2021
Q2 | $982K | Buy |
10,204
+823
| +9% | +$79.2K | 0.05% | 80 |
|
|
2021
Q1 | $846K | Buy |
9,381
+2,349
| +33% | +$212K | 0.05% | 87 |
|
|
2020
Q4 | $565K | Sell |
7,032
-64
| -0.9% | -$5.14K | 0.04% | 77 |
|
|
2020
Q3 | $465K | Buy |
7,096
+1,130
| +19% | +$74K | 0.03% | 87 |
|
|
2020
Q2 | $370K | Buy |
+5,966
| New | +$370K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-2,900
| Closed | -$221K | – | 127 |
|
|
2019
Q4 | $221K | Sell |
2,900
-125
| -4% | -$9.53K | 0.02% | 119 |
|
|
2019
Q3 | $202K | Buy |
+3,025
| New | +$202K | 0.02% | 119 |
|
|
2015
Q4 | – | Sell |
-8,000
| Closed | -$353K | – | 124 |
|
|
2015
Q3 | $353K | Sell |
8,000
-1,400
| -15% | -$61.8K | 0.04% | 87 |
|
|
2015
Q2 | $521K | Sell |
9,400
-13,059
| -58% | -$724K | 0.04% | 79 |
|
|
2015
Q1 | $1.27M | Sell |
22,459
-167,038
| -88% | -$9.46M | 0.1% | 66 |
|
|
2014
Q4 | $11.7M | Buy |
+189,497
| New | +$11.7M | 1.06% | 40 |
|