Transform 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
Q1 | $2.24M | Sell |
20,395
-36,218
| -64% | -$3.97M | 0.14% | 111 |
|
|
2024
Q4 | $7.02M | Buy |
+56,613
| New | +$7.02M | 0.39% | 64 |
|
|
2023
Q2 | – | Sell |
-73,719
| Closed | -$6.42M | – | 264 |
|
|
2023
Q1 | $6.42M | Sell |
73,719
-23,182
| -24% | -$2.02M | 0.61% | 55 |
|
|
2022
Q4 | $9.31M | Sell |
96,901
-1,040
| -1% | -$99.9K | 1.04% | 32 |
|
|
2022
Q3 | $7.17M | Buy |
97,941
+3,072
| +3% | +$225K | 0.93% | 36 |
|
|
2022
Q2 | $7.55M | Buy |
94,869
+5,499
| +6% | +$437K | 1.12% | 29 |
|
|
2022
Q1 | $8.76M | Sell |
89,370
-4,820
| -5% | -$473K | 0.98% | 33 |
|
|
2021
Q4 | $8.76M | Buy |
94,190
+14,656
| +18% | +$1.36M | 0.91% | 36 |
|
|
2021
Q3 | $7.49M | Sell |
79,534
-357
| -0.4% | -$33.6K | 0.86% | 44 |
|
|
2021
Q2 | $7.69M | Buy |
79,891
+28,051
| +54% | +$2.7M | 0.94% | 38 |
|
|
2021
Q1 | $4.68M | Sell |
51,840
-499
| -1% | -$45K | 0.94% | 36 |
|
|
2020
Q4 | $4.21M | Buy |
52,339
+3,034
| +6% | +$244K | 0.88% | 39 |
|
|
2020
Q3 | $3.23M | Buy |
+49,305
| New | +$3.23M | 0.52% | 63 |
|
|
2019
Q2 | – | Sell |
-3,350
| Closed | -$229K | – | 234 |
|
|
2019
Q1 | $229K | Sell |
3,350
-1,700
| -34% | -$116K | 0.04% | 152 |
|
|
2018
Q4 | $302K | Sell |
5,050
-325
| -6% | -$19.4K | 0.06% | 147 |
|
|
2018
Q3 | $412K | Sell |
5,375
-592
| -10% | -$45.4K | 0.07% | 153 |
|
|
2018
Q2 | $413K | Sell |
5,967
-533
| -8% | -$36.9K | 0.07% | 166 |
|
|
2018
Q1 | $444K | Sell |
6,500
-100
| -2% | -$6.83K | 0.08% | 179 |
|
|
2017
Q4 | $460K | Sell |
6,600
-400
| -6% | -$27.9K | 0.08% | 189 |
|
|
2017
Q3 | $440K | Sell |
7,000
-233
| -3% | -$14.6K | 0.15% | 155 |
|
|
2017
Q2 | $431K | Sell |
7,233
-260
| -3% | -$15.5K | 0.49% | 48 |
|
|
2017
Q1 | $449K | Sell |
7,493
-300
| -4% | -$18K | 0.17% | 156 |
|
|
2016
Q4 | $434K | Buy |
7,793
+600
| +8% | +$33.4K | 0.17% | 159 |
|
|
2016
Q3 | $392K | Sell |
7,193
-900
| -11% | -$49K | 0.17% | 156 |
|
|
2016
Q2 | $422K | Buy |
+8,093
| New | +$422K | 0.18% | 154 |
|