Summit Financial Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $2.25M | Hold |
19,877
| – | – | 0.8% | 33 |
|
|
2023
Q4 | $1.93M | Buy |
19,877
+400
| +2% | +$38.9K | 0.74% | 34 |
|
|
2023
Q3 | $1.88M | Sell |
19,477
-66
| -0.3% | -$6.37K | 0.79% | 35 |
|
|
2023
Q2 | $1.77M | Sell |
19,543
-100
| -0.5% | -$9.04K | 0.69% | 43 |
|
|
2023
Q1 | $1.71M | Hold |
19,643
| – | – | 0.65% | 44 |
|
|
2022
Q4 | $1.89M | Hold |
19,643
| – | – | 0.75% | 37 |
|
|
2022
Q3 | $1.44M | Sell |
19,643
-795
| -4% | -$58.2K | 0.6% | 44 |
|
|
2022
Q2 | $1.63M | Hold |
20,438
| – | – | 0.63% | 45 |
|
|
2022
Q1 | $2M | Sell |
20,438
-387
| -2% | -$37.9K | 0.68% | 42 |
|
|
2021
Q4 | $1.94M | Hold |
20,825
| – | – | 0.63% | 43 |
|
|
2021
Q3 | $1.96M | Hold |
20,825
| – | – | 0.71% | 39 |
|
|
2021
Q2 | $2M | Buy |
20,825
+1,000
| +5% | +$96.2K | 0.75% | 36 |
|
|
2021
Q1 | $1.79M | Sell |
19,825
-400
| -2% | -$36.1K | 0.74% | 38 |
|
|
2020
Q4 | $1.63M | Hold |
20,225
| – | – | 0.71% | 41 |
|
|
2020
Q3 | $1.33M | Hold |
20,225
| – | – | 0.66% | 42 |
|
|
2020
Q2 | $1.25M | Sell |
20,225
-2
| -0% | -$124 | 0.65% | 42 |
|
|
2020
Q1 | $964K | Hold |
20,227
| – | – | 0.58% | 45 |
|
|
2019
Q4 | $1.54M | Hold |
20,227
| – | – | 0.74% | 38 |
|
|
2019
Q3 | $1.35M | Buy |
20,227
+394
| +2% | +$26.3K | 0.69% | 41 |
|
|
2019
Q2 | $1.32M | Hold |
19,833
| – | – | 0.6% | 44 |
|
|
2019
Q1 | $1.36M | Hold |
19,833
| – | – | 1.06% | 27 |
|
|
2018
Q4 | $1.19M | Hold |
19,833
| – | – | 1.01% | 29 |
|
|
2018
Q3 | $1.52M | Sell |
19,833
-786
| -4% | -$60.2K | 1.13% | 29 |
|
|
2018
Q2 | $1.43M | Hold |
20,619
| – | – | 1.11% | 28 |
|
|
2018
Q1 | $1.41M | Buy |
20,619
+3,000
| +17% | +$205K | 1.1% | 30 |
|
|
2017
Q4 | $1.23M | Buy |
17,619
+125
| +0.7% | +$8.71K | 1% | 33 |
|
|
2017
Q3 | $1.1M | Sell |
17,494
-59
| -0.3% | -$3.71K | 0.91% | 37 |
|
|
2017
Q2 | $1.05M | Buy |
+17,553
| New | +$1.05M | 0.91% | 40 |
|