Patriot Financial Group Insurance Agency’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 | $861K | Buy |
6,460
+2
| +0% | +$267 | 0.1% | 229 |
|
|
2025
Q1 | $708K | Sell |
6,458
-9
| -0.1% | -$987 | 0.09% | 234 |
|
|
2024
Q4 | $801K | Sell |
6,467
-300
| -4% | -$37.2K | 0.11% | 209 |
|
|
2024
Q3 | $740K | Buy |
6,767
+2,597
| +62% | +$284K | 0.1% | 224 |
|
|
2024
Q2 | $459K | Buy |
4,170
+1,829
| +78% | +$201K | 0.07% | 282 |
|
|
2024
Q1 | $266K | Sell |
2,341
-259
| -10% | -$29.4K | 0.04% | 394 |
|
|
2023
Q4 | $253K | Sell |
2,600
-91
| -3% | -$8.86K | 0.05% | 376 |
|
|
2023
Q3 | $260K | Sell |
2,691
-95
| -3% | -$9.17K | 0.05% | 359 |
|
|
2023
Q2 | $252K | Buy |
+2,786
| New | +$252K | 0.05% | 378 |
|
|
2023
Q1 | – | Sell |
-2,306
| Closed | -$222K | – | 464 |
|
|
2022
Q4 | $222K | Buy |
+2,306
| New | +$222K | 0.03% | 374 |
|
|
2022
Q3 | – | Sell |
-1,852
| Closed | -$147K | – | 852 |
|
|
2022
Q2 | $147K | Sell |
1,852
-298
| -14% | -$23.7K | 0.03% | 453 |
|
|
2022
Q1 | $211K | Buy |
2,150
+73
| +4% | +$7.16K | 0.04% | 401 |
|
|
2021
Q4 | $193K | Sell |
2,077
-125
| -6% | -$11.6K | 0.03% | 452 |
|
|
2021
Q3 | $207K | Buy |
2,202
+96
| +5% | +$9.03K | 0.04% | 442 |
|
|
2021
Q2 | $203K | Sell |
2,106
-119
| -5% | -$11.5K | 0.04% | 431 |
|
|
2021
Q1 | $201K | Buy |
2,225
+145
| +7% | +$13.1K | 0.05% | 388 |
|
|
2020
Q4 | $167K | Buy |
2,080
+199
| +11% | +$16K | 0.04% | 383 |
|
|
2020
Q3 | $123K | Buy |
1,881
+325
| +21% | +$21.3K | 0.04% | 354 |
|
|
2020
Q2 | $97K | Buy |
1,556
+111
| +8% | +$6.92K | 0.04% | 348 |
|
|
2020
Q1 | $69K | Sell |
1,445
-201
| -12% | -$9.6K | 0.03% | 388 |
|
|
2019
Q4 | $126K | Sell |
1,646
-500
| -23% | -$38.3K | 0.05% | 300 |
|
|
2019
Q3 | $143K | Buy |
2,146
+85
| +4% | +$5.66K | 0.06% | 256 |
|
|
2019
Q2 | $137K | Sell |
2,061
-4
| -0.2% | -$266 | 0.06% | 251 |
|
|
2019
Q1 | $141K | Buy |
2,065
+1,112
| +117% | +$75.9K | 0.07% | 212 |
|
|
2018
Q4 | $57K | Sell |
953
-48
| -5% | -$2.87K | 0.04% | 298 |
|
|
2018
Q3 | $77K | Buy |
1,001
+486
| +94% | +$37.4K | 0.05% | 236 |
|
|
2018
Q2 | $36K | Sell |
515
-134
| -21% | -$9.37K | 0.04% | 216 |
|
|
2018
Q1 | $43K | Hold |
649
| – | – | 0.03% | 341 |
|
|
2017
Q4 | $48K | Sell |
649
-39
| -6% | -$2.88K | 0.04% | 307 |
|
|
2017
Q3 | $44K | Hold |
688
| – | – | 0.04% | 275 |
|
|
2017
Q2 | $41K | Buy |
688
+93
| +16% | +$5.54K | 0.04% | 271 |
|
|
2017
Q1 | $35K | Buy |
595
+4
| +0.7% | +$235 | 0.04% | 275 |
|
|
2016
Q4 | $35K | Buy |
+591
| New | +$35K | 0.05% | 270 |
|