Strategic Wealth Partners’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 | $10.3M | Buy |
+77,179
| New | +$10.3M | 0.81% | 35 |
|
|
2024
Q4 | $9.52M | Buy |
75,992
+18,725
| +33% | +$2.35M | 0.79% | 42 |
|
|
2024
Q3 | $6.26M | Buy |
57,267
+1,254
| +2% | +$137K | 0.6% | 56 |
|
|
2024
Q2 | $6.17M | Sell |
56,013
-180
| -0.3% | -$19.8K | 0.64% | 55 |
|
|
2024
Q1 | $6.37M | Buy |
56,193
+2,976
| +6% | +$338K | 0.7% | 47 |
|
|
2023
Q4 | $5.18M | Buy |
53,217
+13,232
| +33% | +$1.29M | 0.64% | 50 |
|
|
2023
Q3 | $3.86M | Buy |
39,985
+2,321
| +6% | +$224K | 0.51% | 54 |
|
|
2023
Q2 | $3.4M | Buy |
37,664
+9,579
| +34% | +$866K | 0.44% | 66 |
|
|
2023
Q1 | $2.45M | Buy |
28,085
+3,213
| +13% | +$280K | 0.38% | 77 |
|
|
2022
Q4 | $2.39M | Buy |
24,872
+21,406
| +618% | +$2.06M | 0.44% | 74 |
|
|
2022
Q3 | $254K | Buy |
3,466
+402
| +13% | +$29.4K | 0.05% | 237 |
|
|
2022
Q2 | $244K | Buy |
3,064
+146
| +5% | +$11.6K | 0.05% | 217 |
|
|
2022
Q1 | $286K | Buy |
2,918
+200
| +7% | +$19.6K | 0.06% | 214 |
|
|
2021
Q4 | $253K | Hold |
2,718
| – | – | 0.05% | 248 |
|
|
2021
Q3 | $256K | Buy |
2,718
+504
| +23% | +$47.5K | 0.08% | 211 |
|
|
2021
Q2 | $213K | Hold |
2,214
| – | – | 0.07% | 214 |
|
|
2021
Q1 | $200K | Buy |
+2,214
| New | +$200K | 0.08% | 185 |
|
|
2020
Q2 | – | Sell |
-6,371
| Closed | -$486K | – | 141 |
|
|
2020
Q1 | $486K | Hold |
6,371
| – | – | 0.25% | 94 |
|
|
2019
Q4 | $486K | Sell |
6,371
-3,228
| -34% | -$246K | 0.25% | 94 |
|
|
2019
Q3 | $198K | Sell |
9,599
-760
| -7% | -$15.7K | 1.02% | 28 |
|
|
2019
Q2 | $691K | Buy |
10,359
+1,628
| +19% | +$109K | 0.33% | 79 |
|
|
2019
Q1 | $609K | Buy |
8,731
+2,232
| +34% | +$156K | 0.28% | 91 |
|
|
2018
Q4 | $425K | Buy |
6,499
+20
| +0.3% | +$1.31K | 0.21% | 101 |
|
|
2018
Q3 | $496K | Sell |
6,479
-53
| -0.8% | -$4.06K | 0.26% | 93 |
|
|
2018
Q2 | $452K | Sell |
6,532
-6,589
| -50% | -$456K | 0.26% | 96 |
|
|
2018
Q1 | $896K | Sell |
13,121
-12,296
| -48% | -$840K | 0.46% | 76 |
|
|
2017
Q4 | $1.56M | Buy |
+25,417
| New | +$1.56M | 0.87% | 29 |
|