SOA Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $57.7K | Buy |
433
+309
| +249% | +$41.2K | 0.01% | 345 |
|
|
2025
Q1 | $13.6K | Buy |
124
+10
| +9% | +$1.1K | ﹤0.01% | 531 |
|
|
2024
Q4 | $14.1K | Buy |
114
+50
| +78% | +$6.18K | ﹤0.01% | 504 |
|
|
2024
Q3 | $6.97K | Hold |
64
| – | – | ﹤0.01% | 572 |
|
|
2024
Q2 | $7.01K | Sell |
64
-6
| -9% | -$657 | ﹤0.01% | 575 |
|
|
2024
Q1 | $7.9K | Hold |
70
| – | – | ﹤0.01% | 567 |
|
|
2023
Q4 | $6.77K | Buy |
70
+1
| +1% | +$97 | ﹤0.01% | 569 |
|
|
2023
Q3 | $6.71K | Hold |
69
| – | – | ﹤0.01% | 571 |
|
|
2023
Q2 | $6.28K | Hold |
69
| – | – | ﹤0.01% | 587 |
|
|
2023
Q1 | $6.05K | Hold |
69
| – | – | ﹤0.01% | 592 |
|
|
2022
Q4 | $6.66K | Hold |
69
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $5K | Sell |
69
-6
| -8% | -$435 | ﹤0.01% | 601 |
|
|
2022
Q2 | $5K | Sell |
75
-469
| -86% | -$31.3K | ﹤0.01% | 585 |
|
|
2022
Q1 | $53K | Hold |
544
| – | – | 0.01% | 305 |
|
|
2021
Q4 | $50K | Hold |
544
| – | – | 0.01% | 297 |
|
|
2021
Q3 | $51K | Buy |
544
+15
| +3% | +$1.41K | 0.01% | 303 |
|
|
2021
Q2 | $50K | Buy |
529
+427
| +419% | +$40.4K | 0.01% | 309 |
|
|
2021
Q1 | $9K | Buy |
102
+73
| +252% | +$6.44K | ﹤0.01% | 524 |
|
|
2020
Q4 | $2K | Buy |
+29
| New | +$2K | ﹤0.01% | 688 |
|