SIA
Soltis Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $417K | Buy |
3,128
+466
| +18% | +$62.1K | 0.03% | 276 |
|
|
2025
Q1 | $292K | Buy |
2,662
+99
| +4% | +$10.9K | 0.03% | 309 |
|
|
2024
Q4 | $318K | Buy |
2,563
+117
| +5% | +$14.5K | 0.03% | 279 |
|
|
2024
Q3 | $268K | Sell |
2,446
-79
| -3% | -$8.64K | 0.03% | 295 |
|
|
2024
Q2 | $278K | Buy |
2,525
+112
| +5% | +$12.3K | 0.03% | 272 |
|
|
2024
Q1 | $274K | Buy |
2,413
+51
| +2% | +$5.78K | 0.03% | 256 |
|
|
2023
Q4 | $230K | Sell |
2,362
-36
| -2% | -$3.5K | 0.03% | 258 |
|
|
2023
Q3 | $232K | Buy |
+2,398
| New | +$232K | 0.03% | 243 |
|
|
2023
Q1 | – | Sell |
-2,753
| Closed | -$264K | – | 265 |
|
|
2022
Q4 | $264K | Sell |
2,753
-91
| -3% | -$8.74K | 0.03% | 212 |
|
|
2022
Q3 | $208K | Sell |
2,844
-55
| -2% | -$4.02K | 0.03% | 216 |
|
|
2022
Q2 | $231K | Buy |
2,899
+33
| +1% | +$2.63K | 0.03% | 212 |
|
|
2022
Q1 | $281K | Buy |
2,866
+11
| +0.4% | +$1.08K | 0.04% | 209 |
|
|
2021
Q4 | $265K | Sell |
2,855
-242
| -8% | -$22.5K | 0.04% | 223 |
|
|
2021
Q3 | $292K | Buy |
3,097
+26
| +0.8% | +$2.45K | 0.05% | 195 |
|
|
2021
Q2 | $296K | Sell |
3,071
-12,389
| -80% | -$1.19M | 0.05% | 199 |
|
|
2021
Q1 | $1.4M | Buy |
15,460
+2,171
| +16% | +$196K | 0.25% | 79 |
|
|
2020
Q4 | $1.07M | Buy |
13,289
+1,754
| +15% | +$141K | 0.2% | 85 |
|
|
2020
Q3 | $756K | Buy |
11,535
+1,461
| +15% | +$95.8K | 0.18% | 99 |
|
|
2020
Q2 | $625K | Buy |
10,074
+4,178
| +71% | +$259K | 0.16% | 98 |
|
|
2020
Q1 | $281K | Buy |
5,896
+479
| +9% | +$22.8K | 0.09% | 125 |
|
|
2019
Q4 | $413K | Buy |
+5,417
| New | +$413K | 0.08% | 99 |
|