Taylor Hoffman Wealth Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $440K | Hold |
4,070
| – | – | 0.18% | 77 |
|
|
2024
Q1 | $462K | Hold |
4,070
| – | – | 0.2% | 76 |
|
|
2023
Q4 | $396K | Hold |
4,070
| – | – | 0.18% | 79 |
|
|
2023
Q3 | $393K | Hold |
4,070
| – | – | 0.2% | 82 |
|
|
2023
Q2 | $368K | Sell |
4,070
-300
| -7% | -$27.1K | 0.18% | 82 |
|
|
2023
Q1 | $381K | Buy |
4,370
+300
| +7% | +$26.1K | 0.21% | 80 |
|
|
2022
Q4 | $391K | Buy |
4,070
+100
| +3% | +$9.61K | 0.24% | 75 |
|
|
2022
Q3 | $291K | Hold |
3,970
| – | – | 0.15% | 108 |
|
|
2022
Q2 | $319K | Sell |
3,970
-745
| -16% | -$59.9K | 0.16% | 104 |
|
|
2022
Q1 | $462K | Sell |
4,715
-56
| -1% | -$5.49K | 0.19% | 92 |
|
|
2021
Q4 | $444K | Sell |
4,771
-21
| -0.4% | -$1.95K | 0.17% | 98 |
|
|
2021
Q3 | $456K | Buy |
4,792
+73
| +2% | +$6.95K | 0.2% | 92 |
|
|
2021
Q2 | $454K | Sell |
4,719
-67
| -1% | -$6.45K | 0.2% | 91 |
|
|
2021
Q1 | $432K | Sell |
4,786
-198
| -4% | -$17.9K | 0.2% | 90 |
|
|
2020
Q4 | $401K | Sell |
4,984
-195
| -4% | -$15.7K | 0.2% | 97 |
|
|
2020
Q3 | $340K | Sell |
5,179
-6,973
| -57% | -$458K | 0.2% | 98 |
|
|
2020
Q2 | $754K | Buy |
12,152
+722
| +6% | +$44.8K | 0.47% | 73 |
|
|
2020
Q1 | $545K | Sell |
11,430
-543
| -5% | -$25.9K | 0.52% | 69 |
|
|
2019
Q4 | $913K | Hold |
11,973
| – | – | 0.59% | 53 |
|
|
2019
Q3 | $801K | Buy |
11,973
+211
| +2% | +$14.1K | 0.57% | 55 |
|
|
2019
Q2 | $785K | Sell |
11,762
-69
| -0.6% | -$4.61K | 0.63% | 53 |
|
|
2019
Q1 | $810K | Sell |
11,831
-2,300
| -16% | -$157K | 0.6% | 55 |
|
|
2018
Q4 | $844K | Sell |
14,131
-361
| -2% | -$21.6K | 0.76% | 44 |
|
|
2018
Q3 | $1.11M | Buy |
14,492
+911
| +7% | +$69.8K | 0.88% | 35 |
|
|
2018
Q2 | $939K | Buy |
13,581
+818
| +6% | +$56.6K | 0.81% | 38 |
|
|
2018
Q1 | $872K | Buy |
12,763
+1,585
| +14% | +$108K | 0.8% | 38 |
|
|
2017
Q4 | $779K | Buy |
+11,178
| New | +$779K | 0.75% | 39 |
|