Sound Financial Strategies Group’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 | $881K | Buy |
6,608
+446
| +7% | +$59.5K | 0.75% | 26 |
|
|
2025
Q1 | $676K | Sell |
6,162
-1,276
| -17% | -$140K | 0.6% | 72 |
|
|
2024
Q4 | $922K | Buy |
7,438
+810
| +12% | +$100K | 0.77% | 16 |
|
|
2024
Q3 | $725K | Buy |
6,628
+142
| +2% | +$15.5K | 0.58% | 54 |
|
|
2024
Q2 | $714K | Buy |
6,486
+404
| +7% | +$44.5K | 0.62% | 31 |
|
|
2024
Q1 | $690K | Sell |
6,082
-74
| -1% | -$8.39K | 0.57% | 21 |
|
|
2023
Q4 | $599K | Sell |
6,156
-3,342
| -35% | -$325K | 0.5% | 34 |
|
|
2023
Q3 | $917K | Sell |
9,498
-646
| -6% | -$62.4K | 0.76% | 23 |
|
|
2023
Q2 | $917K | Buy |
+10,144
| New | +$917K | 0.67% | 40 |
|
|
2023
Q1 | – | Sell |
-11,569
| Closed | -$1.11M | – | 68 |
|
|
2022
Q4 | $1.11M | Buy |
+11,569
| New | +$1.11M | 0.81% | 19 |
|
|
2022
Q2 | – | Sell |
-8,660
| Closed | -$849K | – | 55 |
|
|
2022
Q1 | $849K | Buy |
8,660
+2,325
| +37% | +$228K | 0.47% | 44 |
|
|
2021
Q4 | $589K | Sell |
6,335
-117
| -2% | -$10.9K | 0.29% | 68 |
|
|
2021
Q3 | $608K | Sell |
6,452
-45
| -0.7% | -$4.24K | 0.31% | 54 |
|
|
2021
Q2 | $625K | Sell |
6,497
-174
| -3% | -$16.7K | 0.31% | 46 |
|
|
2021
Q1 | $602K | Buy |
+6,671
| New | +$602K | 0.31% | 43 |
|