PWM
Perigon Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.9M | Buy |
21,734
+19
| +0.1% | +$2.53K | 0.07% | 269 |
|
|
2025
Q1 | $2.38M | Sell |
21,715
-2,940
| -12% | -$322K | 0.06% | 279 |
|
|
2024
Q4 | $3.04M | Sell |
24,655
-485
| -2% | -$59.8K | 0.07% | 243 |
|
|
2024
Q3 | $2.75M | Sell |
25,140
-75
| -0.3% | -$8.2K | 0.07% | 242 |
|
|
2024
Q2 | $2.78M | Sell |
25,215
-36
| -0.1% | -$3.97K | 0.08% | 213 |
|
|
2024
Q1 | $2.86M | Buy |
25,251
+3,927
| +18% | +$445K | 0.09% | 206 |
|
|
2023
Q4 | $2.08M | Sell |
21,324
-10
| -0% | -$973 | 0.07% | 223 |
|
|
2023
Q3 | $2.06M | Sell |
21,334
-3,434
| -14% | -$332K | 0.08% | 202 |
|
|
2023
Q2 | $2.24M | Buy |
24,768
+6,178
| +33% | +$558K | 0.09% | 196 |
|
|
2023
Q1 | $1.62M | Sell |
18,590
-1,621
| -8% | -$141K | 0.09% | 202 |
|
|
2022
Q4 | $1.94M | Buy |
20,211
+5,202
| +35% | +$500K | 0.12% | 174 |
|
|
2022
Q3 | $1.1M | Buy |
15,009
+292
| +2% | +$21.4K | 0.1% | 193 |
|
|
2022
Q2 | $1.17M | Sell |
14,717
-10
| -0.1% | -$796 | 0.1% | 193 |
|
|
2022
Q1 | $1.44M | Sell |
14,727
-127
| -0.9% | -$12.5K | 0.1% | 179 |
|
|
2021
Q4 | $1.38M | Buy |
14,854
+617
| +4% | +$57.4K | 0.1% | 181 |
|
|
2021
Q3 | $1.34M | Buy |
14,237
+3
| +0% | +$283 | 0.12% | 165 |
|
|
2021
Q2 | $1.37M | Buy |
14,234
+4
| +0% | +$385 | 0.12% | 151 |
|
|
2021
Q1 | $1.28M | Buy |
14,230
+539
| +4% | +$48.6K | 0.13% | 151 |
|
|
2020
Q4 | $1.1M | Sell |
13,691
-18
| -0.1% | -$1.45K | 0.13% | 133 |
|
|
2020
Q3 | $899K | Buy |
13,709
+120
| +0.9% | +$7.87K | 0.13% | 134 |
|
|
2020
Q2 | $843K | Buy |
13,589
+67
| +0.5% | +$4.16K | 0.13% | 125 |
|
|
2020
Q1 | $700K | Buy |
13,522
+692
| +5% | +$35.8K | 0.13% | 129 |
|
|
2019
Q4 | $989K | Buy |
12,830
+361
| +3% | +$27.8K | 0.2% | 90 |
|
|
2019
Q3 | $845K | Sell |
12,469
-272
| -2% | -$18.4K | 0.2% | 85 |
|
|
2019
Q2 | $850K | Hold |
12,741
| – | – | 0.2% | 86 |
|
|
2019
Q1 | $908K | Hold |
12,741
| – | – | 0.21% | 82 |
|
|
2018
Q4 | $815K | Sell |
12,741
-3,093
| -20% | -$198K | 0.21% | 85 |
|
|
2018
Q3 | $1.21M | Buy |
15,834
+343
| +2% | +$26.3K | 0.3% | 63 |
|
|
2018
Q2 | $1.07M | Buy |
15,491
+175
| +1% | +$12.1K | 0.32% | 64 |
|
|
2018
Q1 | $1.05M | Buy |
15,316
+752
| +5% | +$51.4K | 0.39% | 53 |
|
|
2017
Q4 | $1.02M | Sell |
14,564
-227
| -2% | -$15.8K | 0.38% | 50 |
|
|
2017
Q3 | $929K | Sell |
14,791
-66
| -0.4% | -$4.15K | 0.3% | 72 |
|
|
2017
Q2 | $886K | Sell |
14,857
-3,510
| -19% | -$209K | 0.19% | 121 |
|
|
2017
Q1 | $1.1M | Sell |
18,367
-140
| -0.8% | -$8.38K | 0.23% | 112 |
|
|
2016
Q4 | $1.12M | Buy |
18,507
+2,571
| +16% | +$155K | 0.24% | 106 |
|
|
2016
Q3 | $869K | Sell |
15,936
-175
| -1% | -$9.54K | 0.22% | 102 |
|
|
2016
Q2 | $840K | Sell |
16,111
-5,167
| -24% | -$269K | 0.22% | 106 |
|
|
2016
Q1 | $940K | Hold |
21,278
| – | – | 0.29% | 79 |
|
|
2015
Q4 | $1.02M | Sell |
21,278
-5,710
| -21% | -$273K | 0.28% | 99 |
|
|
2015
Q3 | $1.19M | Sell |
26,988
-4,385
| -14% | -$194K | 0.35% | 77 |
|
|
2015
Q2 | $1.74M | Sell |
31,373
-655
| -2% | -$36.3K | 0.46% | 59 |
|
|
2015
Q1 | $1.81M | Sell |
32,028
-1,020
| -3% | -$57.7K | 0.5% | 56 |
|
|
2014
Q4 | $2.04M | Buy |
33,048
+575
| +2% | +$35.5K | 0.61% | 50 |
|
|
2014
Q3 | $2.03M | Sell |
32,473
-575
| -2% | -$36K | 0.61% | 48 |
|
|
2014
Q2 | $2.19M | Buy |
33,048
+290
| +0.9% | +$19.2K | 0.63% | 49 |
|
|
2014
Q1 | $2.19M | Buy |
32,758
+773
| +2% | +$51.6K | 1.2% | 31 |
|
|
2013
Q4 | $2.24M | Buy |
+31,985
| New | +$2.24M | 1.24% | 31 |
|