SAM
Secure Asset Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.51M | Sell |
11,300
-6,967
| -38% | -$929K | 0.28% | 90 |
|
|
2025
Q1 | $2M | Buy |
18,267
+1,821
| +11% | +$200K | 0.4% | 81 |
|
|
2024
Q4 | $2.04M | Buy |
+16,446
| New | +$2.04M | 0.31% | 78 |
|
|
2023
Q2 | – | Sell |
-2,445
| Closed | -$213K | – | 188 |
|
|
2023
Q1 | $213K | Buy |
2,445
+14
| +0.6% | +$1.22K | 0.07% | 175 |
|
|
2022
Q4 | $234K | Buy |
+2,431
| New | +$234K | 0.08% | 173 |
|
|
2022
Q3 | – | Sell |
-2,684
| Closed | -$213K | – | 165 |
|
|
2022
Q2 | $213K | Buy |
2,684
+20
| +0.8% | +$1.59K | 0.12% | 149 |
|
|
2022
Q1 | $261K | Sell |
2,664
-564
| -17% | -$55.3K | 0.12% | 157 |
|
|
2021
Q4 | $300K | Sell |
3,228
-80
| -2% | -$7.44K | 0.12% | 147 |
|
|
2021
Q3 | $312K | Sell |
3,308
-266
| -7% | -$25.1K | 0.15% | 119 |
|
|
2021
Q2 | $344K | Sell |
3,574
-248
| -6% | -$23.9K | 0.17% | 117 |
|
|
2021
Q1 | $345K | Buy |
3,822
+17
| +0.4% | +$1.54K | 0.19% | 115 |
|
|
2020
Q4 | $306K | Buy |
3,805
+18
| +0.5% | +$1.45K | 0.18% | 111 |
|
|
2020
Q3 | $248K | Sell |
3,787
-35
| -0.9% | -$2.29K | 0.17% | 116 |
|
|
2020
Q2 | $237K | Buy |
+3,822
| New | +$237K | 0.17% | 135 |
|
|
2020
Q1 | – | Sell |
-4,703
| Closed | -$359K | – | 123 |
|
|
2019
Q4 | $359K | Buy |
+4,703
| New | +$359K | 0.25% | 101 |
|