OneDigital Investment Advisors’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
$3.02M Sell
22,647
-1,091
-5% -$145K 0.03% 327
2025
Q1
$2.6M Sell
23,738
-1,809
-7% -$198K 0.03% 340
2024
Q4
$3.17M Buy
25,547
+533
+2% +$66.1K 0.04% 326
2024
Q3
$2.74M Buy
25,014
+2,784
+13% +$304K 0.03% 363
2024
Q2
$2.45M Sell
22,230
-8,765
-28% -$966K 0.03% 373
2024
Q1
$3.52M Sell
30,995
-223
-0.7% -$25.3K 0.06% 234
2023
Q4
$3.04M Buy
31,218
+5,548
+22% +$540K 0.05% 243
2023
Q3
$2.48M Buy
25,670
+1,568
+7% +$151K 0.05% 238
2023
Q2
$2.18M Buy
24,102
+208
+0.9% +$18.8K 0.05% 263
2023
Q1
$2.08M Buy
23,894
+203
+0.9% +$17.7K 0.05% 268
2022
Q4
$2.28M Buy
23,691
+7,334
+45% +$705K 0.07% 240
2022
Q3
$1.2M Buy
16,357
+3,709
+29% +$272K 0.04% 256
2022
Q2
$1.01M Sell
12,648
-162
-1% -$12.9K 0.04% 255
2022
Q1
$1.26M Buy
12,810
+1,238
+11% +$121K 0.05% 224
2021
Q4
$1.08M Sell
11,572
-2,099
-15% -$195K 0.04% 267
2021
Q3
$1.29M Buy
13,671
+1,896
+16% +$179K 0.05% 218
2021
Q2
$1.13M Buy
11,775
+1,023
+10% +$98.4K 0.05% 229
2021
Q1
$970K Buy
10,752
+65
+0.6% +$5.86K 0.05% 245
2020
Q4
$859K Sell
10,687
-1,259
-11% -$101K 0.04% 249
2020
Q3
$783K Sell
11,946
-5,261
-31% -$345K 0.05% 227
2020
Q2
$1.07M Sell
17,207
-50
-0.3% -$3.1K 0.08% 199
2020
Q1
$822K Sell
17,257
-90
-0.5% -$4.29K 0.07% 214
2019
Q4
$1.32M Sell
17,347
-254
-1% -$19.4K 0.1% 163
2019
Q3
$1.18M Buy
17,601
+2,275
+15% +$152K 0.11% 163
2019
Q2
$1.02M Buy
15,326
+12,220
+393% +$815K 0.08% 149
2019
Q1
$213K Sell
3,106
-397
-11% -$27.2K 0.03% 275
2018
Q4
$209K Buy
3,503
+1,321
+61% +$78.8K 0.04% 255
2018
Q3
$167K Sell
2,182
-32
-1% -$2.45K 0.04% 201
2018
Q2
$153K Sell
2,214
-640
-22% -$44.2K 0.03% 259
2018
Q1
$363K Sell
2,854
-415
-13% -$52.8K 0.08% 164
2017
Q4
$228K Buy
3,269
+956
+41% +$66.7K 0.03% 213
2017
Q3
$145K Sell
2,313
-623
-21% -$39.1K 0.05% 174
2017
Q2
$175K Buy
+2,936
New +$175K 0.05% 217