Summit Financial’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 | $2.9M | Buy |
21,756
+1,237
| +6% | +$165K | 0.07% | 238 |
|
|
2025
Q1 | $2.25M | Buy |
20,519
+1,425
| +7% | +$156K | 0.06% | 242 |
|
|
2024
Q4 | $2.37M | Buy |
19,094
+11,007
| +136% | +$1.36M | 0.08% | 189 |
|
|
2024
Q3 | $885K | Buy |
8,087
+637
| +9% | +$69.7K | 0.03% | 282 |
|
|
2024
Q2 | $821K | Buy |
7,450
+3,430
| +85% | +$378K | 0.04% | 259 |
|
|
2024
Q1 | $456K | Sell |
4,020
-190
| -5% | -$21.6K | 0.03% | 270 |
|
|
2023
Q4 | $410K | Sell |
4,210
-1,941
| -32% | -$189K | 0.03% | 268 |
|
|
2023
Q3 | $594K | Sell |
6,151
-236
| -4% | -$22.8K | 0.04% | 219 |
|
|
2023
Q2 | $577K | Buy |
6,387
+4,083
| +177% | +$369K | 0.04% | 210 |
|
|
2023
Q1 | $201K | Buy |
+2,304
| New | +$201K | 0.02% | 251 |
|