PP
PDS Planning’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $849K | Buy |
6,368
+205
| +3% | +$27.3K | 0.06% | 149 |
|
|
2025
Q1 | $676K | Buy |
6,163
+265
| +4% | +$29.1K | 0.06% | 165 |
|
|
2024
Q4 | $731K | Buy |
5,898
+121
| +2% | +$15K | 0.06% | 128 |
|
|
2024
Q3 | $632K | Sell |
5,777
-52
| -0.9% | -$5.69K | 0.06% | 154 |
|
|
2024
Q2 | $642K | Sell |
5,829
-261
| -4% | -$28.8K | 0.06% | 130 |
|
|
2024
Q1 | $691K | Buy |
6,090
+82
| +1% | +$9.3K | 0.07% | 121 |
|
|
2023
Q4 | $585K | Buy |
6,008
+322
| +6% | +$31.3K | 0.07% | 126 |
|
|
2023
Q3 | $549K | Buy |
5,686
+51
| +0.9% | +$4.93K | 0.07% | 119 |
|
|
2023
Q2 | $509K | Buy |
5,635
+735
| +15% | +$66.4K | 0.07% | 128 |
|
|
2023
Q1 | $427K | Buy |
4,900
+58
| +1% | +$5.05K | 0.06% | 139 |
|
|
2022
Q4 | $465K | Sell |
4,842
-124
| -2% | -$11.9K | 0.07% | 102 |
|
|
2022
Q3 | $364K | Buy |
4,966
+599
| +14% | +$43.9K | 0.07% | 111 |
|
|
2022
Q2 | $347K | Buy |
4,367
+197
| +5% | +$15.7K | 0.06% | 122 |
|
|
2022
Q1 | $409K | Buy |
4,170
+479
| +13% | +$47K | 0.07% | 115 |
|
|
2021
Q4 | $343K | Buy |
3,691
+47
| +1% | +$4.37K | 0.07% | 125 |
|
|
2021
Q3 | $343K | Buy |
3,644
+28
| +0.8% | +$2.64K | 0.08% | 120 |
|
|
2021
Q2 | $348K | Sell |
3,616
-225
| -6% | -$21.7K | 0.08% | 115 |
|
|
2021
Q1 | $347K | Buy |
3,841
+661
| +21% | +$59.7K | 0.1% | 106 |
|
|
2020
Q4 | $256K | Sell |
3,180
-115
| -3% | -$9.26K | 0.09% | 121 |
|
|
2020
Q3 | $216K | Buy |
+3,295
| New | +$216K | 0.09% | 124 |
|
|
2018
Q1 | – | Sell |
-3,235
| Closed | -$225K | – | 77 |
|
|
2017
Q4 | $225K | Buy |
+3,235
| New | +$225K | 0.23% | 61 |
|