SAG
SageView Advisory Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $542K | Sell |
3,624
-187
| -5% | -$28K | 0.02% | 357 |
|
|
2025
Q1 | $418K | Sell |
3,811
-109
| -3% | -$12K | 0.02% | 381 |
|
|
2024
Q4 | $486K | Buy |
3,920
+176
| +5% | +$21.8K | 0.02% | 346 |
|
|
2024
Q3 | $409K | Sell |
3,744
-1,301
| -26% | -$142K | 0.02% | 327 |
|
|
2024
Q2 | $556K | Sell |
5,045
-140
| -3% | -$15.4K | 0.03% | 319 |
|
|
2024
Q1 | $588K | Sell |
5,185
-6,342
| -55% | -$719K | 0.03% | 290 |
|
|
2023
Q4 | $1.09M | Sell |
11,527
-2,336
| -17% | -$221K | 0.05% | 238 |
|
|
2023
Q3 | $1.34M | Sell |
13,863
-2,777
| -17% | -$268K | 0.08% | 173 |
|
|
2023
Q2 | $1.5M | Buy |
16,640
+1,117
| +7% | +$101K | 0.08% | 156 |
|
|
2023
Q1 | $1.35M | Buy |
15,523
+11,738
| +310% | +$1.02M | 0.09% | 160 |
|
|
2022
Q4 | $364K | Buy |
+3,785
| New | +$364K | 0.03% | 295 |
|