Pinnacle Wealth Planning Services’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 | $463K | Buy |
3,476
+523
| +18% | +$69.7K | 0.06% | 209 |
|
|
2025
Q1 | $324K | Buy |
2,953
+192
| +7% | +$21.1K | 0.05% | 242 |
|
|
2024
Q4 | $342K | Sell |
2,761
-3,120
| -53% | -$387K | 0.05% | 221 |
|
|
2024
Q3 | $643K | Buy |
5,881
+288
| +5% | +$31.5K | 0.09% | 151 |
|
|
2024
Q2 | $616K | Sell |
5,593
-22
| -0.4% | -$2.42K | 0.09% | 144 |
|
|
2024
Q1 | $637K | Buy |
5,615
+66
| +1% | +$7.49K | 0.09% | 142 |
|
|
2023
Q4 | $540K | Sell |
5,549
-66
| -1% | -$6.42K | 0.08% | 162 |
|
|
2023
Q3 | $542K | Sell |
5,615
-43
| -0.8% | -$4.15K | 0.09% | 147 |
|
|
2023
Q2 | $511K | Sell |
5,658
-135
| -2% | -$12.2K | 0.08% | 163 |
|
|
2023
Q1 | $505K | Buy |
5,793
+404
| +7% | +$35.2K | 0.08% | 172 |
|
|
2022
Q4 | $518K | Sell |
5,389
-361
| -6% | -$34.7K | 0.09% | 158 |
|
|
2022
Q3 | $421K | Sell |
5,750
-185
| -3% | -$13.5K | 0.08% | 169 |
|
|
2022
Q2 | $472K | Buy |
5,935
+689
| +13% | +$54.8K | 0.08% | 166 |
|
|
2022
Q1 | $514K | Buy |
5,246
+418
| +9% | +$41K | 0.09% | 162 |
|
|
2021
Q4 | $449K | Buy |
4,828
+165
| +4% | +$15.3K | 0.09% | 171 |
|
|
2021
Q3 | $439K | Buy |
4,663
+185
| +4% | +$17.4K | 0.1% | 162 |
|
|
2021
Q2 | $430K | Buy |
4,478
+20
| +0.4% | +$1.92K | 0.1% | 158 |
|
|
2021
Q1 | $403K | Buy |
4,458
+235
| +6% | +$21.2K | 0.1% | 164 |
|
|
2020
Q4 | $340K | Buy |
4,223
+157
| +4% | +$12.6K | 0.08% | 170 |
|
|
2020
Q3 | $266K | Buy |
4,066
+206
| +5% | +$13.5K | 0.09% | 187 |
|
|
2020
Q2 | $240K | Sell |
3,860
-446
| -10% | -$27.7K | 0.08% | 189 |
|
|
2020
Q1 | $204K | Buy |
4,306
+379
| +10% | +$18K | 0.1% | 190 |
|
|
2019
Q4 | $299K | Buy |
+3,927
| New | +$299K | 0.14% | 151 |
|