Segment Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.05M | Hold |
7,876
| – | – | 0.07% | 157 |
|
|
2025
Q1 | $864K | Buy |
7,876
+1,783
| +29% | +$195K | 0.06% | 161 |
|
|
2024
Q4 | $755K | Buy |
6,093
+51
| +0.8% | +$6.32K | 0.05% | 169 |
|
|
2024
Q3 | $661K | Sell |
6,042
-51
| -0.8% | -$5.58K | 0.05% | 172 |
|
|
2024
Q2 | $671K | Hold |
6,093
| – | – | 0.05% | 167 |
|
|
2024
Q1 | $691K | Buy |
6,093
+197
| +3% | +$22.3K | 0.05% | 171 |
|
|
2023
Q4 | $574K | Buy |
+5,896
| New | +$574K | 0.05% | 170 |
|
|
2018
Q4 | – | Sell |
-2,756
| Closed | -$211K | – | 193 |
|
|
2018
Q3 | $211K | Buy |
+2,756
| New | +$211K | 0.05% | 204 |
|
|
2018
Q2 | – | Sell |
-3,160
| Closed | -$216K | – | 211 |
|
|
2018
Q1 | $216K | Buy |
+3,160
| New | +$216K | 0.05% | 181 |
|
|
2016
Q3 | – | Sell |
-31,818
| Closed | -$1.66M | – | 161 |
|
|
2016
Q2 | $1.66M | Sell |
31,818
-3,932
| -11% | -$205K | 0.69% | 53 |
|
|
2016
Q1 | $1.94M | Sell |
35,750
-1,601
| -4% | -$87.1K | 0.73% | 51 |
|
|
2015
Q4 | $1.79M | Sell |
37,351
-5,763
| -13% | -$276K | 0.68% | 56 |
|
|
2015
Q3 | $1.9M | Buy |
43,114
+2,641
| +7% | +$117K | 0.73% | 53 |
|
|
2015
Q2 | $2.24M | Buy |
40,473
+100
| +0.2% | +$5.54K | 0.78% | 51 |
|
|
2015
Q1 | $2.29M | Buy |
40,373
+5,960
| +17% | +$337K | 0.76% | 50 |
|
|
2014
Q4 | $2.12M | Buy |
34,413
+2,155
| +7% | +$133K | 0.81% | 46 |
|
|
2014
Q3 | $2.02M | Buy |
32,258
+2,311
| +8% | +$145K | 0.77% | 44 |
|
|
2014
Q2 | $1.99M | Buy |
29,947
+1,527
| +5% | +$101K | 0.77% | 40 |
|
|
2014
Q1 | $1.9M | Buy |
28,420
+3,583
| +14% | +$239K | 0.88% | 43 |
|
|
2013
Q4 | $1.74M | Buy |
24,837
+1,458
| +6% | +$102K | 0.86% | 37 |
|
|
2013
Q3 | $1.51M | Buy |
23,379
+1,334
| +6% | +$86.3K | 0.82% | 37 |
|
|
2013
Q2 | $1.2M | Buy |
+22,045
| New | +$1.2M | 0.72% | 45 |
|