SFWA
Summit Financial Wealth Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $219K | Hold |
2,000
| – | – | 0.04% | 136 |
|
|
2024
Q4 | $256K | Hold |
2,000
| – | – | 0.05% | 130 |
|
|
2024
Q3 | $219K | Hold |
2,000
| – | – | 0.04% | 142 |
|
|
2024
Q2 | $220K | Hold |
2,000
| – | – | 0.04% | 128 |
|
|
2024
Q1 | $227K | Buy |
+2,000
| New | +$227K | 0.05% | 124 |
|
|
2023
Q1 | – | Sell |
-2,154
| Closed | -$207K | – | 127 |
|
|
2022
Q4 | $207K | Buy |
+2,154
| New | +$207K | 0.05% | 121 |
|
|
2020
Q1 | – | Sell |
-70,484
| Closed | -$5.2M | – | 126 |
|
|
2019
Q4 | $5.2M | Buy |
70,484
+4,515
| +7% | +$333K | 1.26% | 25 |
|
|
2019
Q3 | $4.42M | Buy |
65,969
+3,315
| +5% | +$222K | 1.09% | 25 |
|
|
2019
Q2 | $4.18M | Buy |
62,654
+12,943
| +26% | +$864K | 1.02% | 28 |
|
|
2019
Q1 | $3.52M | Buy |
49,711
+629
| +1% | +$44.5K | 0.93% | 32 |
|
|
2018
Q4 | $2.93M | Sell |
49,082
-6,577
| -12% | -$393K | 0.95% | 31 |
|
|
2018
Q3 | $3.98M | Buy |
55,659
+5,315
| +11% | +$380K | 1.19% | 24 |
|
|
2018
Q2 | $3.44M | Sell |
50,344
-916
| -2% | -$62.6K | 1.15% | 26 |
|
|
2018
Q1 | $3.5M | Buy |
51,260
+8,861
| +21% | +$605K | 1.15% | 26 |
|
|
2017
Q4 | $2.96M | Buy |
42,399
+5,443
| +15% | +$379K | 1.02% | 30 |
|
|
2017
Q3 | $2.32M | Buy |
36,956
+9,886
| +37% | +$621K | 0.84% | 41 |
|
|
2017
Q2 | $1.61M | Buy |
27,070
+11,887
| +78% | +$709K | 0.64% | 49 |
|
|
2017
Q1 | $909K | Buy |
15,183
+3,748
| +33% | +$224K | 0.4% | 65 |
|
|
2016
Q4 | $637K | Buy |
11,435
+173
| +2% | +$9.64K | 0.28% | 80 |
|
|
2016
Q3 | $614K | Buy |
11,262
+3,960
| +54% | +$216K | 0.27% | 82 |
|
|
2016
Q2 | $381K | Buy |
7,302
+3,148
| +76% | +$164K | 0.16% | 100 |
|
|
2016
Q1 | $226K | Buy |
+4,154
| New | +$226K | 0.1% | 120 |
|
|
2015
Q4 | – | Sell |
-695
| Closed | -$30K | – | 145 |
|
|
2015
Q3 | $30K | Hold |
695
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $38K | Hold |
695
| – | – | 0.02% | 163 |
|
|
2015
Q1 | $42K | Hold |
695
| – | – | 0.03% | 129 |
|
|
2014
Q4 | $43K | Buy |
+695
| New | +$43K | 0.03% | 129 |
|