Realta Investment Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-6,268
| Closed | -$832K | – | 377 |
|
|
2025
Q4 | $832K | Buy |
6,268
+1,665
| +36% | +$221K | 0.27% | 83 |
|
|
2025
Q3 | $604K | Buy |
4,603
+785
| +21% | +$107K | 0.2% | 101 |
|
|
2025
Q2 | $509K | Sell |
3,818
-498
| -12% | -$57.1K | 0.2% | 110 |
|
|
2025
Q1 | $473K | Buy |
4,316
+656
| +18% | +$79.1K | 0.22% | 107 |
|
|
2024
Q4 | $452K | Buy |
+3,660
| New | +$444K | 0.19% | 114 |
|
|
2024
Q3 | – | Sell |
-2,403
| Closed | -$265K | – | 453 |
|
|
2024
Q2 | $265K | Buy |
2,403
+10
| +0.4% | +$1.11K | 0.05% | 332 |
|
|
2024
Q1 | $271K | Sell |
2,393
-359
| -13% | -$36.9K | 0.06% | 336 |
|
|
2023
Q4 | $268K | Buy |
2,752
+376
| +16% | +$34.4K | 0.06% | 338 |
|
|
2023
Q3 | $215K | Sell |
2,376
-300
| -11% | -$28.6K | 0.05% | 370 |
|
|
2023
Q2 | $242K | Buy |
+2,676
| New | +$225K | 0.05% | 357 |
|
|
2023
Q1 | – | Sell |
-2,463
| Closed | -$237K | – | 514 |
|
|
2022
Q4 | $237K | Buy |
+2,463
| New | +$221K | 0.06% | 353 |
|
|
2022
Q2 | – | Sell |
-2,111
| Closed | -$207K | – | 404 |
|
|
2022
Q1 | $207K | Buy |
+2,111
| New | +$200K | 0.04% | 387 |
|
|
2021
Q4 | – | Sell |
-2,167
| Closed | -$204K | – | 424 |
|
|
2021
Q3 | $204K | Sell |
2,167
-174
| -7% | -$17.4K | 0.05% | 386 |
|
|
2021
Q2 | $225K | Buy |
+2,341
| New | +$220K | 0.05% | 352 |
|
|
2020
Q1 | – | Sell |
-3,690
| Closed | -$270K | – | 610 |
|
|
2019
Q4 | $270K | Buy |
3,690
+1,284
| +53% | +$92.5K | 0.07% | 283 |
|
|
2019
Q3 | $160K | Buy |
2,406
+62
| +3% | +$3.9K | 0.04% | 377 |
|
|
2019
Q2 | $156K | Buy |
2,344
+792
| +51% | +$53.1K | 0.04% | 386 |
|
|
2019
Q1 | $108K | Buy |
+1,552
| New | +$102K | 0.05% | 381 |
|
Other funds holding EMR
VCM
VPM
