Robertson Stephens Wealth Management’s Emerson Electric EMR Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.18M Buy
8,842
+3,655
+70% +$487K 0.04% 244
2025
Q1
$569K Sell
5,187
-104
-2% -$11.4K 0.02% 343
2024
Q4
$656K Sell
5,291
-375
-7% -$46.5K 0.02% 316
2024
Q3
$620K Sell
5,666
-318
-5% -$34.8K 0.02% 361
2024
Q2
$659K Sell
5,984
-805
-12% -$88.7K 0.03% 284
2024
Q1
$770K Sell
6,789
-732
-10% -$83K 0.04% 272
2023
Q4
$732K Sell
7,521
-2,606
-26% -$254K 0.04% 253
2023
Q3
$978K Sell
10,127
-3,217
-24% -$311K 0.07% 212
2023
Q2
$1.21M Sell
13,344
-1,865
-12% -$169K 0.09% 173
2023
Q1
$1.33M Buy
15,209
+52
+0.3% +$4.53K 0.1% 168
2022
Q4
$1.46M Buy
15,157
+320
+2% +$30.7K 0.14% 135
2022
Q3
$1.09M Sell
14,837
-4,263
-22% -$312K 0.11% 142
2022
Q2
$1.52M Sell
19,100
-508
-3% -$40.4K 0.14% 120
2022
Q1
$1.92M Buy
19,608
+703
+4% +$68.9K 0.16% 114
2021
Q4
$1.76M Buy
+18,905
New +$1.76M 0.15% 122