Sequoia Financial Advisors’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.99M | Buy |
22,456
+2,742
| +14% | +$366K | 0.02% | 380 |
|
|
2025
Q1 | $2.16M | Buy |
19,714
+247
| +1% | +$27.1K | 0.02% | 413 |
|
|
2024
Q4 | $2.41M | Buy |
19,467
+2,026
| +12% | +$251K | 0.02% | 364 |
|
|
2024
Q3 | $1.91M | Buy |
17,441
+403
| +2% | +$44.1K | 0.02% | 387 |
|
|
2024
Q2 | $1.88M | Buy |
17,038
+2,138
| +14% | +$236K | 0.02% | 339 |
|
|
2024
Q1 | $1.69M | Sell |
14,900
-2,139
| -13% | -$243K | 0.02% | 357 |
|
|
2023
Q4 | $1.66M | Buy |
17,039
+5,846
| +52% | +$569K | 0.02% | 400 |
|
|
2023
Q3 | $1.08M | Sell |
11,193
-1,124
| -9% | -$109K | 0.02% | 317 |
|
|
2023
Q2 | $1.11M | Sell |
12,317
-561
| -4% | -$50.7K | 0.02% | 330 |
|
|
2023
Q1 | $1.12M | Buy |
12,878
+1,455
| +13% | +$127K | 0.02% | 294 |
|
|
2022
Q4 | $1.1M | Buy |
11,423
+2,835
| +33% | +$272K | 0.03% | 270 |
|
|
2022
Q3 | $629K | Sell |
8,588
-875
| -9% | -$64.1K | 0.02% | 260 |
|
|
2022
Q2 | $753K | Sell |
9,463
-58
| -0.6% | -$4.62K | 0.02% | 260 |
|
|
2022
Q1 | $934K | Buy |
9,521
+1,418
| +17% | +$139K | 0.02% | 267 |
|
|
2021
Q4 | $753K | Buy |
+8,103
| New | +$753K | 0.02% | 265 |
|
|
2021
Q3 | – | Sell |
-7,287
| Closed | -$701K | – | 316 |
|
|
2021
Q2 | $701K | Sell |
7,287
-109
| -1% | -$10.5K | 0.03% | 238 |
|
|
2021
Q1 | $667K | Buy |
7,396
+173
| +2% | +$15.6K | 0.03% | 225 |
|
|
2020
Q4 | $580K | Buy |
7,223
+140
| +2% | +$11.2K | 0.03% | 231 |
|
|
2020
Q3 | $464K | Sell |
7,083
-145
| -2% | -$9.5K | 0.02% | 236 |
|
|
2020
Q2 | $448K | Sell |
7,228
-586
| -7% | -$36.3K | 0.03% | 229 |
|
|
2020
Q1 | $372K | Buy |
7,814
+3,468
| +80% | +$165K | 0.03% | 230 |
|
|
2019
Q4 | $331K | Sell |
4,346
-808
| -16% | -$61.5K | 0.02% | 283 |
|
|
2019
Q3 | $345K | Sell |
5,154
-128
| -2% | -$8.57K | 0.03% | 259 |
|
|
2019
Q2 | $352K | Buy |
5,282
+506
| +11% | +$33.7K | 0.03% | 257 |
|
|
2019
Q1 | $327K | Buy |
4,776
+666
| +16% | +$45.6K | 0.03% | 257 |
|
|
2018
Q4 | $246K | Buy |
4,110
+100
| +2% | +$5.99K | 0.03% | 247 |
|
|
2018
Q3 | $307K | Sell |
4,010
-249
| -6% | -$19.1K | 0.03% | 226 |
|
|
2018
Q2 | $294K | Buy |
4,259
+549
| +15% | +$37.9K | 0.03% | 232 |
|
|
2018
Q1 | $253K | Buy |
3,710
+19
| +0.5% | +$1.3K | 0.03% | 244 |
|
|
2017
Q4 | $257K | Buy |
3,691
+101
| +3% | +$7.03K | 0.03% | 245 |
|
|
2017
Q3 | $226K | Buy |
3,590
+28
| +0.8% | +$1.76K | 0.03% | 250 |
|
|
2017
Q2 | $212K | Hold |
3,562
| – | – | 0.03% | 258 |
|
|
2017
Q1 | $213K | Buy |
+3,562
| New | +$213K | 0.03% | 249 |
|