Principle Wealth Partners’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 | $5.27M | Buy |
39,528
+2,736
| +7% | +$365K | 0.33% | 65 |
|
2025
Q1 | $4.03M | Buy |
36,792
+1,751
| +5% | +$192K | 0.29% | 80 |
|
2024
Q4 | $4.34M | Sell |
35,041
-309
| -0.9% | -$38.3K | 0.3% | 75 |
|
2024
Q3 | $3.87M | Sell |
35,350
-1,339
| -4% | -$146K | 0.27% | 88 |
|
2024
Q2 | $4.04M | Sell |
36,689
-190
| -0.5% | -$20.9K | 0.31% | 78 |
|
2024
Q1 | $4.18M | Sell |
36,879
-345
| -0.9% | -$39.1K | 0.33% | 79 |
|
2023
Q4 | $3.62M | Sell |
37,224
-372
| -1% | -$36.2K | 0.31% | 79 |
|
2023
Q3 | $3.63M | Buy |
37,596
+5
| +0% | +$483 | 0.36% | 69 |
|
2023
Q2 | $3.4M | Sell |
37,591
-95
| -0.3% | -$8.59K | 0.34% | 68 |
|
2023
Q1 | $3.28M | Sell |
37,686
-231
| -0.6% | -$20.1K | 0.35% | 69 |
|
2022
Q4 | $3.64M | Sell |
37,917
-2,436
| -6% | -$234K | 0.41% | 61 |
|
2022
Q3 | $2.96K | Buy |
40,353
+2,285
| +6% | +$167 | 0.28% | 64 |
|
2022
Q2 | $3.03M | Sell |
38,068
-2,947
| -7% | -$234K | 0.36% | 67 |
|
2022
Q1 | $4.02M | Buy |
41,015
+1,695
| +4% | +$166K | 0.42% | 56 |
|
2021
Q4 | $3.66M | Sell |
39,320
-443
| -1% | -$41.2K | 0.38% | 59 |
|
2021
Q3 | $3.75M | Buy |
39,763
+528
| +1% | +$49.7K | 0.43% | 54 |
|
2021
Q2 | $3.78M | Buy |
39,235
+8
| +0% | +$770 | 0.43% | 54 |
|
2021
Q1 | $3.54M | Buy |
39,227
+934
| +2% | +$84.3K | 0.41% | 53 |
|
2020
Q4 | $3.08M | Buy |
+38,293
| New | +$3.08M | 0.41% | 55 |
|
2020
Q3 | – | Sell |
-156
| Closed | -$10K | – | 240 |
|
2020
Q2 | $10K | Buy |
+156
| New | +$10K | ﹤0.01% | 406 |
|