SVB Wealth’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 | $396K | Buy |
+2,968
| New | +$396K | 0.02% | 328 |
|
|
2025
Q1 | – | Sell |
-6,180
| Closed | -$766K | – | 1571 |
|
|
2024
Q4 | $766K | Buy |
+6,180
| New | +$766K | 0.01% | 365 |
|
|
2024
Q3 | – | Sell |
-8,416
| Closed | -$927K | – | 191 |
|
|
2024
Q2 | $927K | Sell |
8,416
-1,985
| -19% | -$219K | 0.02% | 337 |
|
|
2024
Q1 | $1.18M | Buy |
10,401
+405
| +4% | +$45.9K | 0.03% | 316 |
|
|
2023
Q4 | $973K | Sell |
9,996
-532
| -5% | -$51.8K | 0.02% | 342 |
|
|
2023
Q3 | $1.02M | Sell |
10,528
-1,873
| -15% | -$181K | 0.02% | 318 |
|
|
2023
Q2 | $1.12M | Sell |
12,401
-4,203
| -25% | -$380K | 0.02% | 325 |
|
|
2023
Q1 | $1.45M | Sell |
16,604
-2,333
| -12% | -$203K | 0.02% | 325 |
|
|
2022
Q4 | $1.82M | Buy |
18,937
+2,691
| +17% | +$258K | 0.02% | 283 |
|
|
2022
Q3 | $1.19M | Sell |
16,246
-493
| -3% | -$36.1K | 0.02% | 336 |
|
|
2022
Q2 | $1.33M | Buy |
16,739
+1,429
| +9% | +$114K | 0.02% | 274 |
|
|
2022
Q1 | $1.5M | Buy |
15,310
+221
| +1% | +$21.7K | 0.02% | 265 |
|
|
2021
Q4 | $1.4M | Sell |
15,089
-2,995
| -17% | -$278K | 0.02% | 257 |
|
|
2021
Q3 | $1.7M | Buy |
18,084
+1,277
| +8% | +$120K | 0.02% | 279 |
|
|
2021
Q2 | $1.62M | Buy |
16,807
+2,627
| +19% | +$253K | 0.02% | 290 |
|
|
2021
Q1 | $1.28M | Buy |
14,180
+19
| +0.1% | +$1.71K | 0.02% | 307 |
|
|
2020
Q4 | $1.14M | Sell |
14,161
-632
| -4% | -$50.8K | 0.02% | 313 |
|
|
2020
Q3 | $970K | Buy |
14,793
+169
| +1% | +$11.1K | 0.02% | 297 |
|
|
2020
Q2 | $907K | Sell |
14,624
-2,248
| -13% | -$139K | 0.02% | 280 |
|
|
2020
Q1 | $804K | Sell |
16,872
-1,577
| -9% | -$75.1K | 0.02% | 257 |
|
|
2019
Q4 | $1.41M | Sell |
18,449
-531
| -3% | -$40.5K | 0.03% | 254 |
|
|
2019
Q3 | $1.27M | Sell |
18,980
-582
| -3% | -$38.9K | 0.03% | 248 |
|
|
2019
Q2 | $1.31M | Sell |
19,562
-708
| -3% | -$47.2K | 0.04% | 248 |
|
|
2019
Q1 | $1.39M | Sell |
20,270
-597
| -3% | -$40.9K | 0.05% | 191 |
|
|
2018
Q4 | $1.25M | Sell |
20,867
-3,641
| -15% | -$218K | 0.05% | 196 |
|
|
2018
Q3 | $1.88M | Sell |
24,508
-764
| -3% | -$58.5K | 0.07% | 179 |
|
|
2018
Q2 | $1.75M | Sell |
25,272
-3,053
| -11% | -$211K | 0.07% | 187 |
|
|
2018
Q1 | $1.94M | Sell |
28,325
-3,339
| -11% | -$228K | 0.07% | 185 |
|
|
2017
Q4 | $2.21M | Sell |
31,664
-6,773
| -18% | -$472K | 0.08% | 171 |
|
|
2017
Q3 | $2.42M | Sell |
38,437
-2,184
| -5% | -$137K | 0.09% | 164 |
|
|
2017
Q2 | $2.42M | Sell |
40,621
-1,525
| -4% | -$90.9K | 0.1% | 168 |
|
|
2017
Q1 | $2.52M | Sell |
42,146
-260
| -0.6% | -$15.6K | 0.1% | 161 |
|
|
2016
Q4 | $2.36M | Sell |
42,406
-2,184
| -5% | -$122K | 0.1% | 169 |
|
|
2016
Q3 | $2.43M | Sell |
44,590
-20,926
| -32% | -$1.14M | 0.1% | 176 |
|
|
2016
Q2 | $3.42M | Sell |
65,516
-1,344
| -2% | -$70.1K | 0.14% | 145 |
|
|
2016
Q1 | $3.64M | Sell |
66,860
-31,101
| -32% | -$1.69M | 0.15% | 141 |
|
|
2015
Q4 | $4.69M | Buy |
97,961
+11,864
| +14% | +$567K | 0.18% | 126 |
|
|
2015
Q3 | $3.8M | Sell |
86,097
-21,717
| -20% | -$959K | 0.15% | 149 |
|
|
2015
Q2 | $5.98M | Sell |
107,814
-2,654
| -2% | -$147K | 0.2% | 130 |
|
|
2015
Q1 | $6.26M | Sell |
110,468
-2,302
| -2% | -$130K | 0.2% | 126 |
|
|
2014
Q4 | $6.96M | Buy |
+112,770
| New | +$6.96M | 0.23% | 115 |
|