Providence Wealth 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 | $1.3M | Sell |
9,793
-1,550
| -14% | -$205K | 0.89% | 40 |
|
|
2025
Q1 | $1.24M | Buy |
11,343
+2,136
| +23% | +$233K | 0.94% | 38 |
|
|
2024
Q4 | $1.13M | Buy |
9,207
+50
| +0.5% | +$6.11K | 0.85% | 40 |
|
|
2024
Q3 | $996K | Buy |
9,157
+115
| +1% | +$12.5K | 0.74% | 44 |
|
|
2024
Q2 | $979K | Buy |
9,042
+206
| +2% | +$22.3K | 0.78% | 43 |
|
|
2024
Q1 | $1,000K | Sell |
8,836
-2,617
| -23% | -$296K | 0.85% | 41 |
|
|
2023
Q4 | $804K | Buy |
11,453
+3,166
| +38% | +$222K | 0.73% | 44 |
|
|
2023
Q3 | $788K | Buy |
8,287
+175
| +2% | +$16.7K | 0.88% | 39 |
|
|
2023
Q2 | $725K | Sell |
8,112
-918
| -10% | -$82.1K | 0.8% | 39 |
|
|
2023
Q1 | $776K | Buy |
9,030
+158
| +2% | +$13.6K | 0.57% | 54 |
|
|
2022
Q4 | $842K | Buy |
8,872
+85
| +1% | +$8.07K | 0.63% | 49 |
|
|
2022
Q3 | $809K | Sell |
8,787
-760
| -8% | -$70K | 0.6% | 49 |
|
|
2022
Q2 | $751K | Buy |
9,547
+786
| +9% | +$61.8K | 0.54% | 58 |
|
|
2022
Q1 | $862K | Buy |
8,761
+25
| +0.3% | +$2.46K | 0.55% | 53 |
|
|
2021
Q4 | $835K | Buy |
8,736
+715
| +9% | +$68.3K | 0.52% | 55 |
|
|
2021
Q3 | $758K | Buy |
8,021
+100
| +1% | +$9.45K | 0.53% | 54 |
|
|
2021
Q2 | $767K | Buy |
7,921
+110
| +1% | +$10.7K | 0.52% | 55 |
|
|
2021
Q1 | $705K | Buy |
7,811
+250
| +3% | +$22.6K | 0.52% | 60 |
|
|
2020
Q4 | $604K | Buy |
7,561
+225
| +3% | +$18K | 0.5% | 57 |
|
|
2020
Q3 | $481K | Sell |
7,336
-1,000
| -12% | -$65.6K | 0.48% | 59 |
|
|
2020
Q2 | $517K | Buy |
8,336
+875
| +12% | +$54.3K | 0.53% | 57 |
|
|
2020
Q1 | $340K | Buy |
7,461
+400
| +6% | +$18.2K | 0.41% | 61 |
|
|
2019
Q4 | $538K | Sell |
7,061
-575
| -8% | -$43.8K | 0.5% | 60 |
|
|
2019
Q3 | $511K | Hold |
7,636
| – | – | 0.46% | 63 |
|
|
2019
Q2 | $505K | Hold |
7,636
| – | – | 0.47% | 66 |
|
|
2019
Q1 | $530K | Buy |
7,636
+215
| +3% | +$14.9K | 0.5% | 62 |
|
|
2018
Q4 | $439K | Sell |
7,421
-1,000
| -12% | -$59.2K | 0.49% | 62 |
|
|
2018
Q3 | $645K | Buy |
8,421
+165
| +2% | +$12.6K | 0.59% | 55 |
|
|
2018
Q2 | $571K | Buy |
8,256
+160
| +2% | +$11.1K | 0.56% | 60 |
|
|
2018
Q1 | $537K | Buy |
+8,096
| New | +$537K | 0.8% | 48 |
|