Smith Salley Wealth Management’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 | $3.22M | Buy |
24,145
+668
| +3% | +$89.1K | 0.19% | 80 |
|
|
2025
Q1 | $2.57M | Sell |
23,477
-1,419
| -6% | -$156K | 0.17% | 90 |
|
|
2024
Q4 | $3.09M | Sell |
24,896
-450
| -2% | -$55.8K | 0.2% | 80 |
|
|
2024
Q3 | $2.77M | Sell |
25,346
-103
| -0.4% | -$11.3K | 0.18% | 83 |
|
|
2024
Q2 | $2.8M | Buy |
25,449
+344
| +1% | +$37.9K | 0.2% | 80 |
|
|
2024
Q1 | $2.85M | Sell |
25,105
-10,207
| -29% | -$1.16M | 0.22% | 78 |
|
|
2023
Q4 | $3.44M | Sell |
35,312
-1,130
| -3% | -$110K | 0.22% | 75 |
|
|
2023
Q3 | $3.52M | Sell |
36,442
-29
| -0.1% | -$2.8K | 0.26% | 70 |
|
|
2023
Q2 | $3.3M | Sell |
36,471
-405
| -1% | -$36.6K | 0.24% | 75 |
|
|
2023
Q1 | $3.21M | Buy |
36,876
+809
| +2% | +$70.5K | 0.26% | 79 |
|
|
2022
Q4 | $3.46M | Sell |
36,067
-84
| -0.2% | -$8.07K | 0.3% | 76 |
|
|
2022
Q3 | $2.65M | Buy |
36,151
+571
| +2% | +$41.8K | 0.25% | 81 |
|
|
2022
Q2 | $2.83M | Buy |
35,580
+2,087
| +6% | +$166K | 0.24% | 84 |
|
|
2022
Q1 | $3.28M | Buy |
33,493
+242
| +0.7% | +$23.7K | 0.25% | 83 |
|
|
2021
Q4 | $3.09M | Buy |
33,251
+13
| +0% | +$1.21K | 0.22% | 87 |
|
|
2021
Q3 | $3.13M | Buy |
33,238
+1,507
| +5% | +$142K | 0.25% | 82 |
|
|
2021
Q2 | $3.05M | Buy |
31,731
+98
| +0.3% | +$9.43K | 0.25% | 83 |
|
|
2021
Q1 | $2.85M | Buy |
31,633
+651
| +2% | +$58.7K | 0.26% | 78 |
|
|
2020
Q4 | $2.49M | Sell |
30,982
-673
| -2% | -$54.1K | 0.25% | 78 |
|
|
2020
Q3 | $2.08M | Buy |
31,655
+36
| +0.1% | +$2.36K | 0.25% | 78 |
|
|
2020
Q2 | $1.96M | Buy |
31,619
+1,421
| +5% | +$88.1K | 0.26% | 76 |
|
|
2020
Q1 | $1.44M | Sell |
30,198
-1,736
| -5% | -$82.7K | 0.24% | 80 |
|
|
2019
Q4 | $2.44M | Sell |
31,934
-23,156
| -42% | -$1.77M | 0.32% | 76 |
|
|
2019
Q3 | $3.68M | Buy |
55,090
+1,332
| +2% | +$89.1K | 0.52% | 61 |
|
|
2019
Q2 | $3.59M | Sell |
53,758
-2,734
| -5% | -$182K | 0.54% | 57 |
|
|
2019
Q1 | $3.87M | Buy |
56,492
+392
| +0.7% | +$26.8K | 0.62% | 56 |
|
|
2018
Q4 | $3.35M | Sell |
56,100
-2,446
| -4% | -$146K | 0.62% | 57 |
|
|
2018
Q3 | $4.48M | Sell |
58,546
-3,746
| -6% | -$287K | 0.71% | 51 |
|
|
2018
Q2 | $4.31M | Sell |
62,292
-388
| -0.6% | -$26.8K | 0.74% | 49 |
|
|
2018
Q1 | $4.28M | Buy |
62,680
+510
| +0.8% | +$34.8K | 0.77% | 49 |
|
|
2017
Q4 | $4.33M | Buy |
62,170
+592
| +1% | +$41.3K | 0.78% | 48 |
|
|
2017
Q3 | $3.87M | Sell |
61,578
-654
| -1% | -$41.1K | 0.74% | 55 |
|
|
2017
Q2 | $3.71M | Sell |
62,232
-534
| -0.9% | -$31.8K | 0.75% | 51 |
|
|
2017
Q1 | $3.76M | Buy |
62,766
+161
| +0.3% | +$9.64K | 0.77% | 49 |
|
|
2016
Q4 | $3.49M | Buy |
62,605
+846
| +1% | +$47.2K | 0.73% | 53 |
|
|
2016
Q3 | $3.37M | Buy |
61,759
+6,836
| +12% | +$373K | 0.75% | 54 |
|
|
2016
Q2 | $2.87M | Buy |
54,923
+8,937
| +19% | +$466K | 0.67% | 52 |
|
|
2016
Q1 | $2.5M | Buy |
45,986
+1,566
| +4% | +$85.2K | 0.63% | 55 |
|
|
2015
Q4 | $2.12M | Sell |
44,420
-771
| -2% | -$36.9K | 0.53% | 63 |
|
|
2015
Q3 | $2M | Sell |
45,191
-1,370
| -3% | -$60.5K | 0.54% | 62 |
|
|
2015
Q2 | $2.58M | Buy |
46,561
+23,041
| +98% | +$1.28M | 0.66% | 51 |
|
|
2015
Q1 | $1.33M | Buy |
23,520
+6,377
| +37% | +$361K | 0.34% | 85 |
|
|
2014
Q4 | $1.06M | Sell |
17,143
-291
| -2% | -$18K | 0.27% | 95 |
|
|
2014
Q3 | $1.09M | Buy |
17,434
+2,692
| +18% | +$168K | 0.29% | 100 |
|
|
2014
Q2 | $978K | Buy |
14,742
+11,149
| +310% | +$740K | 0.26% | 102 |
|
|
2014
Q1 | $240K | Buy |
+3,593
| New | +$240K | 0.15% | 99 |
|