Plante Moran Financial Advisors’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 | $49.5K | Sell |
371
-2,680
| -88% | -$357K | ﹤0.01% | 332 |
|
2025
Q1 | $335K | Buy |
3,051
+195
| +7% | +$21.4K | 0.03% | 113 |
|
2024
Q4 | $354K | Buy |
2,856
+49
| +2% | +$6.07K | 0.03% | 111 |
|
2024
Q3 | $307K | Sell |
2,807
-118
| -4% | -$12.9K | 0.03% | 129 |
|
2024
Q2 | $322K | Hold |
2,925
| – | – | 0.03% | 118 |
|
2024
Q1 | $332K | Sell |
2,925
-27
| -0.9% | -$3.06K | 0.04% | 113 |
|
2023
Q4 | $287K | Sell |
2,952
-302
| -9% | -$29.4K | 0.03% | 130 |
|
2023
Q3 | $314K | Sell |
3,254
-94
| -3% | -$9.08K | 0.04% | 105 |
|
2023
Q2 | $303K | Buy |
3,348
+110
| +3% | +$9.94K | 0.04% | 116 |
|
2023
Q1 | $282K | Sell |
3,238
-1
| -0% | -$87 | 0.04% | 118 |
|
2022
Q4 | $311K | Sell |
3,239
-832
| -20% | -$79.9K | 0.05% | 114 |
|
2022
Q3 | $298K | Buy |
4,071
+59
| +1% | +$4.32K | 0.05% | 112 |
|
2022
Q2 | $319K | Buy |
4,012
+95
| +2% | +$7.55K | 0.05% | 111 |
|
2022
Q1 | $384K | Sell |
3,917
-83
| -2% | -$8.14K | 0.07% | 105 |
|
2021
Q4 | $372K | Buy |
4,000
+71
| +2% | +$6.6K | 0.06% | 116 |
|
2021
Q3 | $370K | Buy |
3,929
+190
| +5% | +$17.9K | 0.08% | 121 |
|
2021
Q2 | $360K | Sell |
3,739
-158
| -4% | -$15.2K | 0.09% | 113 |
|
2021
Q1 | $352K | Buy |
3,897
+165
| +4% | +$14.9K | 0.1% | 107 |
|
2020
Q4 | $300K | Sell |
3,732
-473
| -11% | -$38K | 0.09% | 124 |
|
2020
Q3 | $276K | Sell |
4,205
-31
| -0.7% | -$2.04K | 0.1% | 118 |
|
2020
Q2 | $263K | Sell |
4,236
-48
| -1% | -$2.98K | 0.1% | 104 |
|
2020
Q1 | $204K | Buy |
4,284
+468
| +12% | +$22.3K | 0.09% | 112 |
|
2019
Q4 | $291K | Sell |
3,816
-148
| -4% | -$11.3K | 0.1% | 118 |
|
2019
Q3 | $265K | Sell |
3,964
-110
| -3% | -$7.35K | 0.08% | 131 |
|
2019
Q2 | $272K | Buy |
4,074
+130
| +3% | +$8.68K | 0.08% | 119 |
|
2019
Q1 | $270K | Buy |
3,944
+238
| +6% | +$16.3K | 0.08% | 120 |
|
2018
Q4 | $221K | Sell |
3,706
-310
| -8% | -$18.5K | 0.08% | 128 |
|
2018
Q3 | $308K | Buy |
4,016
+163
| +4% | +$12.5K | 0.1% | 112 |
|
2018
Q2 | $266K | Sell |
3,853
-618
| -14% | -$42.7K | 0.13% | 124 |
|
2018
Q1 | $305K | Buy |
4,471
+370
| +9% | +$25.2K | 0.17% | 108 |
|
2017
Q4 | $286K | Buy |
4,101
+211
| +5% | +$14.7K | 0.16% | 106 |
|
2017
Q3 | $244K | Buy |
3,890
+1
| +0% | +$63 | 0.15% | 112 |
|
2017
Q2 | $232K | Buy |
3,889
+613
| +19% | +$36.6K | 0.15% | 113 |
|
2017
Q1 | $196K | Sell |
3,276
-54
| -2% | -$3.23K | 0.12% | 127 |
|
2016
Q4 | $186K | Buy |
3,330
+270
| +9% | +$15.1K | 0.12% | 130 |
|
2016
Q3 | $167K | Hold |
3,060
| – | – | 0.11% | 136 |
|
2016
Q2 | $160K | Hold |
3,060
| – | – | 0.12% | 136 |
|
2016
Q1 | $166K | Sell |
3,060
-67
| -2% | -$3.64K | 0.13% | 125 |
|
2015
Q4 | $150K | Sell |
3,127
-33
| -1% | -$1.58K | 0.11% | 138 |
|
2015
Q3 | $140K | Sell |
3,160
-46
| -1% | -$2.04K | 0.11% | 143 |
|
2015
Q2 | $178K | Hold |
3,206
| – | – | 0.13% | 121 |
|
2015
Q1 | $182K | Hold |
3,206
| – | – | 0.13% | 119 |
|
2014
Q4 | $198K | Sell |
3,206
-9
| -0.3% | -$556 | 0.15% | 103 |
|
2014
Q3 | $201K | Sell |
3,215
-465
| -13% | -$29.1K | 0.18% | 96 |
|
2014
Q2 | $244K | Buy |
3,680
+730
| +25% | +$48.4K | 0.22% | 77 |
|
2014
Q1 | $197K | Sell |
2,950
-5,413
| -65% | -$361K | 0.21% | 72 |
|
2013
Q4 | $587K | Sell |
8,363
-360
| -4% | -$25.3K | 0.33% | 44 |
|
2013
Q3 | $564K | Sell |
8,723
-479
| -5% | -$31K | 0.35% | 40 |
|
2013
Q2 | $502K | Buy |
+9,202
| New | +$502K | 0.37% | 36 |
|