Transamerica Financial Advisors’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 | $231K | Buy |
1,737
+563
| +48% | +$75K | 0.02% | 223 |
|
|
2025
Q1 | $129K | Sell |
1,174
-20
| -2% | -$2.2K | 0.01% | 249 |
|
|
2024
Q4 | $148K | Buy |
1,194
+601
| +101% | +$74.5K | 0.01% | 236 |
|
|
2024
Q3 | $65K | Sell |
593
-1,437
| -71% | -$158K | 0.01% | 305 |
|
|
2024
Q2 | $224K | Hold |
2,030
| – | – | 0.02% | 193 |
|
|
2024
Q1 | $231K | Sell |
2,030
-51
| -2% | -$5.8K | 0.02% | 211 |
|
|
2023
Q4 | $203K | Sell |
2,081
-373
| -15% | -$36.4K | 0.03% | 239 |
|
|
2023
Q3 | $237K | Buy |
2,454
+89
| +4% | +$8.6K | 0.03% | 211 |
|
|
2023
Q2 | $214K | Sell |
2,365
-217
| -8% | -$19.6K | 0.03% | 220 |
|
|
2023
Q1 | $225K | Buy |
2,582
+2
| +0.1% | +$174 | 0.03% | 227 |
|
|
2022
Q4 | $248K | Buy |
2,580
+218
| +9% | +$21K | 0.04% | 215 |
|
|
2022
Q3 | $173K | Buy |
2,362
+303
| +15% | +$22.2K | 0.03% | 227 |
|
|
2022
Q2 | $164K | Buy |
+2,059
| New | +$164K | 0.02% | 226 |
|
|
2021
Q2 | – | Sell |
-17
| Closed | -$2K | – | 218 |
|
|
2021
Q1 | $2K | Sell |
17
-1
| -6% | -$118 | 0.05% | 76 |
|
|
2020
Q4 | $2K | Sell |
18
-1
| -5% | -$111 | 0.04% | 76 |
|
|
2020
Q3 | $2K | Sell |
19
-220
| -92% | -$23.2K | 0.04% | 81 |
|
|
2020
Q2 | $15K | Buy |
239
+224
| +1,493% | +$14.1K | ﹤0.01% | 233 |
|
|
2020
Q1 | $1K | Sell |
15
-1
| -6% | -$67 | 0.02% | 78 |
|
|
2019
Q4 | $2K | Hold |
16
| – | – | 0.03% | 59 |
|
|
2019
Q3 | $2K | Sell |
16
-182
| -92% | -$22.8K | 0.03% | 59 |
|
|
2019
Q2 | $14K | Buy |
198
+183
| +1,220% | +$12.9K | ﹤0.01% | 290 |
|
|
2019
Q1 | $1K | Sell |
15
-842
| -98% | -$56.1K | 0.01% | 76 |
|
|
2018
Q4 | $52K | Buy |
857
+512
| +148% | +$31.1K | 0.01% | 206 |
|
|
2018
Q3 | $27K | Buy |
345
+324
| +1,543% | +$25.4K | 0.01% | 256 |
|
|
2018
Q2 | $2K | Buy |
21
+7
| +50% | +$667 | ﹤0.01% | 307 |
|
|
2018
Q1 | $1K | Sell |
14
-1
| -7% | -$71 | ﹤0.01% | 357 |
|
|
2017
Q4 | $2K | Hold |
15
| – | – | ﹤0.01% | 304 |
|
|
2017
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 339 |
|
|
2017
Q2 | $1K | Hold |
15
| – | – | ﹤0.01% | 309 |
|
|
2017
Q1 | $1K | Hold |
15
| – | – | ﹤0.01% | 308 |
|
|
2016
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 343 |
|
|
2016
Q3 | $1K | Hold |
15
| – | – | ﹤0.01% | 351 |
|
|
2016
Q2 | $1K | Sell |
15
-269
| -95% | -$17.9K | ﹤0.01% | 316 |
|
|
2016
Q1 | $16K | Hold |
284
| – | – | ﹤0.01% | 505 |
|
|
2015
Q4 | $14K | Hold |
284
| – | – | ﹤0.01% | 564 |
|
|
2015
Q3 | $13K | Hold |
284
| – | – | ﹤0.01% | 551 |
|
|
2015
Q2 | $16K | Sell |
284
-70
| -20% | -$3.94K | ﹤0.01% | 579 |
|
|
2015
Q1 | $21K | Buy |
354
+70
| +25% | +$4.15K | ﹤0.01% | 535 |
|
|
2014
Q4 | $18K | Hold |
284
| – | – | ﹤0.01% | 448 |
|
|
2014
Q3 | $18K | Hold |
284
| – | – | ﹤0.01% | 417 |
|
|
2014
Q2 | $19K | Hold |
284
| – | – | ﹤0.01% | 449 |
|
|
2014
Q1 | $19K | Hold |
284
| – | – | ﹤0.01% | 412 |
|
|
2013
Q4 | $20K | Buy |
+284
| New | +$20K | ﹤0.01% | 403 |
|