SWM
Stockman Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $902K | Sell |
6,762
-489
| -7% | -$65.2K | 0.12% | 78 |
|
|
2025
Q1 | $795K | Sell |
7,251
-65
| -0.9% | -$7.13K | 0.12% | 78 |
|
|
2024
Q4 | $907K | Sell |
7,316
-265
| -3% | -$32.8K | 0.14% | 74 |
|
|
2024
Q3 | $829K | Sell |
7,581
-251
| -3% | -$27.5K | 0.13% | 77 |
|
|
2024
Q2 | $863K | Sell |
7,832
-111
| -1% | -$12.2K | 0.15% | 73 |
|
|
2024
Q1 | $901K | Sell |
7,943
-265
| -3% | -$30.1K | 0.16% | 70 |
|
|
2023
Q4 | $799K | Sell |
8,208
-63
| -0.8% | -$6.13K | 0.16% | 72 |
|
|
2023
Q3 | $799K | Sell |
8,271
-220
| -3% | -$21.2K | 0.18% | 75 |
|
|
2023
Q2 | $768K | Sell |
8,491
-599
| -7% | -$54.1K | 0.16% | 81 |
|
|
2023
Q1 | $792K | Sell |
9,090
-160
| -2% | -$13.9K | 0.18% | 76 |
|
|
2022
Q4 | $889K | Sell |
9,250
-15
| -0.2% | -$1.44K | 0.2% | 72 |
|
|
2022
Q3 | $678K | Sell |
9,265
-1,670
| -15% | -$122K | 0.18% | 76 |
|
|
2022
Q2 | $870K | Sell |
10,935
-20
| -0.2% | -$1.59K | 0.22% | 68 |
|
|
2022
Q1 | $1.07M | Sell |
10,955
-1,364
| -11% | -$134K | 0.22% | 64 |
|
|
2021
Q4 | $1.15M | Buy |
12,319
+14
| +0.1% | +$1.3K | 0.23% | 67 |
|
|
2021
Q3 | $1.16M | Sell |
12,305
-127
| -1% | -$12K | 0.26% | 66 |
|
|
2021
Q2 | $1.2M | Sell |
12,432
-893
| -7% | -$85.9K | 0.29% | 64 |
|
|
2021
Q1 | $1.2M | Sell |
13,325
-1,595
| -11% | -$144K | 0.33% | 57 |
|
|
2020
Q4 | $1.2M | Buy |
14,920
+185
| +1% | +$14.9K | 0.37% | 59 |
|
|
2020
Q3 | $966K | Sell |
14,735
-150
| -1% | -$9.83K | 0.35% | 63 |
|
|
2020
Q2 | $923K | Sell |
14,885
-1,550
| -9% | -$96.1K | 0.35% | 63 |
|
|
2020
Q1 | $783K | Sell |
16,435
-676
| -4% | -$32.2K | 0.35% | 62 |
|
|
2019
Q4 | $1.31M | Sell |
17,111
-315
| -2% | -$24K | 0.46% | 56 |
|
|
2019
Q3 | $1.17M | Buy |
17,426
+529
| +3% | +$35.4K | 0.45% | 57 |
|
|
2019
Q2 | $1.13M | Sell |
16,897
-343
| -2% | -$22.9K | 0.46% | 57 |
|
|
2019
Q1 | $1.18M | Sell |
17,240
-674
| -4% | -$46.1K | 0.52% | 51 |
|
|
2018
Q4 | $1.07M | Sell |
17,914
-222
| -1% | -$13.3K | 0.51% | 52 |
|
|
2018
Q3 | $1.39M | Buy |
18,136
+124
| +0.7% | +$9.5K | 0.6% | 48 |
|
|
2018
Q2 | $1.25M | Sell |
18,012
-500
| -3% | -$34.6K | 0.57% | 49 |
|
|
2018
Q1 | $1.26M | Sell |
18,512
-150
| -0.8% | -$10.2K | 0.58% | 50 |
|
|
2017
Q4 | $1.3M | Sell |
18,662
-800
| -4% | -$55.8K | 0.58% | 50 |
|
|
2017
Q3 | $1.22M | Buy |
19,462
+2,697
| +16% | +$169K | 0.59% | 51 |
|
|
2017
Q2 | $1M | Sell |
16,765
-1,737
| -9% | -$104K | 1% | 39 |
|
|
2017
Q1 | $1.11M | Sell |
18,502
-1,787
| -9% | -$107K | 0.63% | 46 |
|
|
2016
Q4 | $1.13M | Sell |
20,289
-775
| -4% | -$43.2K | 0.69% | 49 |
|
|
2016
Q3 | $1.15M | Buy |
21,064
+353
| +2% | +$19.2K | 0.71% | 47 |
|
|
2016
Q2 | $1.08M | Sell |
20,711
-1,790
| -8% | -$93.3K | 0.84% | 44 |
|
|
2016
Q1 | $1.22M | Sell |
22,501
-4,900
| -18% | -$267K | 0.97% | 44 |
|
|
2015
Q4 | $1.31M | Sell |
27,401
-1,599
| -6% | -$76.5K | 1.06% | 42 |
|
|
2015
Q3 | $1.28M | Buy |
29,000
+4,600
| +19% | +$203K | 1.11% | 43 |
|
|
2015
Q2 | $1.35M | Buy |
24,400
+925
| +4% | +$51.3K | 1.15% | 43 |
|
|
2015
Q1 | $1.33M | Buy |
23,475
+275
| +1% | +$15.6K | 1.14% | 42 |
|
|
2014
Q4 | $1.43M | Buy |
+23,200
| New | +$1.43M | 1.22% | 37 |
|