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 |
|