TRUE Private Wealth 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 | $4.2M | Sell |
31,498
-3,917
| -11% | -$522K | 0.47% | 37 |
|
2025
Q1 | $3.88M | Sell |
35,415
-1,778
| -5% | -$195K | 0.47% | 37 |
|
2024
Q4 | $4.61M | Sell |
37,193
-486
| -1% | -$60.2K | 0.56% | 32 |
|
2024
Q3 | $4.12M | Buy |
37,679
+560
| +2% | +$61.2K | 0.49% | 41 |
|
2024
Q2 | $4.09M | Sell |
37,119
-2,554
| -6% | -$281K | 0.46% | 41 |
|
2024
Q1 | $4.5M | Sell |
39,673
-6,182
| -13% | -$701K | 0.52% | 36 |
|
2023
Q4 | $4.46M | Buy |
45,855
+3,426
| +8% | +$333K | 0.56% | 34 |
|
2023
Q3 | $4.1M | Buy |
42,429
+763
| +2% | +$73.7K | 0.57% | 35 |
|
2023
Q2 | $3.77M | Buy |
41,666
+892
| +2% | +$80.6K | 0.56% | 34 |
|
2023
Q1 | $3.55M | Sell |
40,774
-536
| -1% | -$46.7K | 0.53% | 34 |
|
2022
Q4 | $3.97M | Buy |
41,310
+1,089
| +3% | +$105K | 0.61% | 27 |
|
2022
Q3 | $2.95M | Buy |
40,221
+2,361
| +6% | +$173K | 0.45% | 35 |
|
2022
Q2 | $3.01M | Buy |
37,860
+1,330
| +4% | +$106K | 0.44% | 39 |
|
2022
Q1 | $3.34M | Buy |
36,530
+709
| +2% | +$64.7K | 0.47% | 38 |
|
2021
Q4 | $3.33M | Buy |
35,821
+260
| +0.7% | +$24.2K | 0.47% | 38 |
|
2021
Q3 | $3.35M | Sell |
35,561
-2,405
| -6% | -$226K | 0.49% | 36 |
|
2021
Q2 | $3.65M | Sell |
37,966
-1,817
| -5% | -$175K | 0.54% | 30 |
|
2021
Q1 | $3.59M | Sell |
39,783
-1,471
| -4% | -$133K | 0.58% | 29 |
|
2020
Q4 | $3.32M | Sell |
41,254
-720
| -2% | -$57.9K | 0.56% | 28 |
|
2020
Q3 | $2.75M | Sell |
41,974
-6,457
| -13% | -$423K | 0.47% | 32 |
|
2020
Q2 | $3M | Buy |
48,431
+1,201
| +3% | +$74.5K | 0.55% | 34 |
|
2020
Q1 | $2.25M | Buy |
47,230
+44,713
| +1,776% | +$2.13M | 0.48% | 40 |
|
2019
Q4 | $191K | Buy |
+2,517
| New | +$191K | 0.03% | 224 |
|
2019
Q3 | – | Sell |
-871
| Closed | -$58K | – | 371 |
|
2019
Q2 | $58K | Buy |
+871
| New | +$58K | 0.01% | 319 |
|
2019
Q1 | – | Sell |
-7,653
| Closed | -$457K | – | 220 |
|
2018
Q4 | $457K | Sell |
7,653
-2,080
| -21% | -$124K | 0.08% | 146 |
|
2018
Q3 | $745K | Buy |
9,733
+7
| +0.1% | +$536 | 0.1% | 127 |
|
2018
Q2 | $672K | Buy |
9,726
+1,383
| +17% | +$95.6K | 0.11% | 124 |
|
2018
Q1 | $569K | Buy |
8,343
+1,606
| +24% | +$110K | 0.1% | 120 |
|
2017
Q4 | $469K | Buy |
+6,737
| New | +$469K | 0.08% | 138 |
|