Optimum Investment Advisors’s Emerson Electric EMR Stock Holding History

Optimum Investment Advisors’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$280K	Hold	2,100	–	–	0.12%	146
2025 Q1	$230K	Hold	2,100	–	–	0.11%	159
2024 Q4	$260K	Sell	2,100 -2,175	-51%	-$270K	0.11%	153
2024 Q3	$468K	Hold	4,275	–	–	0.2%	104
2024 Q2	$471K	Buy	4,275 +300	+8%	+$33K	0.21%	103
2024 Q1	$451K	Hold	3,975	–	–	0.21%	106
2023 Q4	$387K	Sell	3,975 -1,425	-26%	-$139K	0.19%	112
2023 Q3	$521K	Sell	5,400 -600	-10%	-$57.9K	0.27%	90
2023 Q2	$542K	Buy	6,000 +800	+15%	+$72.3K	0.27%	94
2023 Q1	$453K	Hold	5,200	–	–	0.24%	103
2022 Q4	$500K	Sell	5,200 -200	-4%	-$19.2K	0.27%	94
2022 Q3	$395K	Hold	5,400	–	–	0.21%	110
2022 Q2	$430K	Hold	5,400	–	–	0.22%	107
2022 Q1	$529K	Sell	5,400 -500	-8%	-$49K	0.22%	100
2021 Q4	$549K	Sell	5,900 -100	-2%	-$9.31K	0.21%	104
2021 Q3	$565K	Sell	6,000 -500	-8%	-$47.1K	0.24%	96
2021 Q2	$626K	Hold	6,500	–	–	0.2%	109
2021 Q1	$586K	Buy	6,500 +800	+14%	+$72.1K	0.17%	124
2020 Q4	$458K	Buy	5,700 +400	+8%	+$32.1K	0.14%	141
2020 Q3	$348K	Buy	5,300 +600	+13%	+$39.4K	0.12%	154
2020 Q2	$292K	Buy	4,700 +2,900	+161%	+$180K	0.1%	181
2020 Q1	$86K	Hold	1,800	–	–	0.04%	331
2019 Q4	$137K	Hold	1,800	–	–	0.04%	338
2019 Q3	$120K	Hold	1,800	–	–	0.04%	344
2019 Q2	$120K	Buy	1,800 +300	+20%	+$20K	0.04%	339
2019 Q1	$103K	Hold	1,500	–	–	0.03%	375
2018 Q4	$90K	Hold	1,500	–	–	0.03%	371
2018 Q3	$115K	Sell	1,500 -608	-29%	-$46.6K	0.03%	381
2018 Q2	$146K	Hold	2,108	–	–	0.04%	340
2018 Q1	$144K	Buy	+2,108	New	+$144K	0.04%	335
2015 Q1	$175K	Sell	3,100 -314	-9%	-$17.7K	0.06%	305
2014 Q4	$211K	Sell	3,414 -246	-7%	-$15.2K	0.07%	259
2014 Q3	$232K	Sell	3,660 -680	-16%	-$43.1K	0.08%	231
2014 Q2	$288K	Buy	4,340 +2,100	+94%	+$139K	0.09%	205
2014 Q1	$150K	Sell	2,240 -246	-10%	-$16.5K	0.06%	256
2013 Q4	$174K	Buy	2,486 +492	+25%	+$34.4K	0.07%	239
2013 Q3	$129K	Buy	+1,994	New	+$129K	0.05%	257