SVWAG
Sound View Wealth Advisors Group’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.32M | Sell |
39,901
-913
| -2% | -$122K | 0.39% | 62 |
|
|
2025
Q1 | $4.47M | Sell |
40,814
-112
| -0.3% | -$12.3K | 0.37% | 63 |
|
|
2024
Q4 | $5.07M | Buy |
40,926
+115
| +0.3% | +$14.3K | 0.41% | 58 |
|
|
2024
Q3 | $4.46M | Buy |
40,811
+946
| +2% | +$103K | 0.36% | 60 |
|
|
2024
Q2 | $4.39M | Hold |
39,865
| – | – | 0.45% | 57 |
|
|
2024
Q1 | $4.52M | Sell |
39,865
-891
| -2% | -$101K | 0.48% | 55 |
|
|
2023
Q4 | $3.97M | Sell |
40,756
-166
| -0.4% | -$16.2K | 0.44% | 56 |
|
|
2023
Q3 | $3.95M | Buy |
40,922
+381
| +0.9% | +$36.8K | 0.49% | 52 |
|
|
2023
Q2 | $3.66M | Sell |
40,541
-164
| -0.4% | -$14.8K | 0.48% | 51 |
|
|
2023
Q1 | $3.55M | Sell |
40,705
-51
| -0.1% | -$4.44K | 0.49% | 56 |
|
|
2022
Q4 | $3.97M | Buy |
40,756
+22,891
| +128% | +$2.23M | 0.44% | 56 |
|
|
2022
Q3 | $1.31M | Buy |
17,865
+113
| +0.6% | +$8.27K | 0.29% | 88 |
|
|
2022
Q2 | $1.41M | Sell |
17,752
-153
| -0.9% | -$12.2K | 0.3% | 86 |
|
|
2022
Q1 | $1.76M | Buy |
17,905
+38
| +0.2% | +$3.73K | 0.33% | 81 |
|
|
2021
Q4 | $1.66M | Sell |
17,867
-59
| -0.3% | -$5.49K | 0.31% | 82 |
|
|
2021
Q3 | $1.69M | Buy |
17,926
+335
| +2% | +$31.6K | 0.35% | 73 |
|
|
2021
Q2 | $1.69M | Sell |
17,591
-400
| -2% | -$38.5K | 0.36% | 75 |
|
|
2021
Q1 | $1.62M | Sell |
17,991
-992
| -5% | -$89.5K | 0.38% | 73 |
|
|
2020
Q4 | $1.53M | Sell |
18,983
-20,578
| -52% | -$1.65M | 0.37% | 75 |
|
|
2020
Q3 | $2.59M | Sell |
39,561
-901
| -2% | -$59.1K | 0.68% | 41 |
|
|
2020
Q2 | $2.51M | Buy |
40,462
+790
| +2% | +$49K | 0.71% | 43 |
|
|
2020
Q1 | $1.89M | Sell |
39,672
-3,184
| -7% | -$152K | 0.65% | 49 |
|
|
2019
Q4 | $3.27M | Sell |
42,856
-673
| -2% | -$51.3K | 0.92% | 37 |
|
|
2019
Q3 | $2.91M | Sell |
43,529
-762
| -2% | -$50.9K | 0.87% | 37 |
|
|
2019
Q2 | $2.96M | Buy |
+44,291
| New | +$2.96M | 0.87% | 37 |
|