United Capital 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 | $14.8M | Sell |
110,793
-4,787
| -4% | -$638K | 0.12% | 146 |
|
|
2025
Q1 | $12.7M | Sell |
115,580
-4,642
| -4% | -$509K | 0.11% | 149 |
|
|
2024
Q4 | $14.9M | Sell |
120,222
-2,510
| -2% | -$311K | 0.13% | 139 |
|
|
2024
Q3 | $13.4M | Sell |
122,732
-2,939
| -2% | -$321K | 0.11% | 155 |
|
|
2024
Q2 | $13.8M | Sell |
125,671
-15,521
| -11% | -$1.71M | 0.12% | 151 |
|
|
2024
Q1 | $16M | Sell |
141,192
-23,052
| -14% | -$2.61M | 0.13% | 146 |
|
|
2023
Q4 | $16M | Sell |
164,244
-137,084
| -45% | -$13.3M | 0.13% | 147 |
|
|
2023
Q3 | $29.1M | Sell |
301,328
-10,558
| -3% | -$1.02M | 0.19% | 106 |
|
|
2023
Q2 | $28.2M | Sell |
311,886
-1,859
| -0.6% | -$168K | 0.15% | 123 |
|
|
2023
Q1 | $27.3M | Sell |
313,745
-5,102
| -2% | -$445K | 0.15% | 130 |
|
|
2022
Q4 | $30.6M | Buy |
318,847
+3,050
| +1% | +$293K | 0.17% | 122 |
|
|
2022
Q3 | $23.1M | Sell |
315,797
-24,779
| -7% | -$1.81M | 0.14% | 144 |
|
|
2022
Q2 | $27.1M | Buy |
340,576
+33,704
| +11% | +$2.68M | 0.15% | 138 |
|
|
2022
Q1 | $30.1M | Sell |
306,872
-3,872
| -1% | -$380K | 0.15% | 142 |
|
|
2021
Q4 | $28.9M | Buy |
310,744
+2,090
| +0.7% | +$194K | 0.13% | 159 |
|
|
2021
Q3 | $29.1M | Buy |
308,654
+3,143
| +1% | +$296K | 0.15% | 145 |
|
|
2021
Q2 | $29.4M | Buy |
305,511
+4,846
| +2% | +$466K | 0.15% | 144 |
|
|
2021
Q1 | $27.1M | Sell |
300,665
-1,130
| -0.4% | -$102K | 0.15% | 150 |
|
|
2020
Q4 | $24.3M | Buy |
301,795
+2,354
| +0.8% | +$189K | 0.15% | 157 |
|
|
2020
Q3 | $19.6M | Buy |
299,441
+11,973
| +4% | +$785K | 0.13% | 175 |
|
|
2020
Q2 | $17.8M | Sell |
287,468
-163
| -0.1% | -$10.1K | 0.13% | 174 |
|
|
2020
Q1 | $13.7M | Sell |
287,631
-10,922
| -4% | -$520K | 0.11% | 192 |
|
|
2019
Q4 | $22.8M | Buy |
298,553
+10,201
| +4% | +$778K | 0.15% | 164 |
|
|
2019
Q3 | $19.3M | Sell |
288,352
-8,567
| -3% | -$573K | 0.13% | 183 |
|
|
2019
Q2 | $19.8M | Buy |
296,919
+4,855
| +2% | +$324K | 0.13% | 167 |
|
|
2019
Q1 | $20M | Buy |
292,064
+1,303
| +0.4% | +$89.2K | 0.14% | 157 |
|
|
2018
Q4 | $17.4M | Sell |
290,761
-4,743
| -2% | -$283K | 0.14% | 156 |
|
|
2018
Q3 | $22.6M | Buy |
295,504
+119,007
| +67% | +$9.11M | 0.16% | 142 |
|
|
2018
Q2 | $12.2M | Sell |
176,497
-6,986
| -4% | -$483K | 0.09% | 258 |
|
|
2018
Q1 | $12.5M | Buy |
183,483
+11,533
| +7% | +$788K | 0.1% | 240 |
|
|
2017
Q4 | $12M | Sell |
171,950
-2,807
| -2% | -$196K | 0.1% | 261 |
|
|
2017
Q3 | $11M | Sell |
174,757
-39,590
| -18% | -$2.49M | 0.09% | 261 |
|
|
2017
Q2 | $12.8M | Sell |
214,347
-15,381
| -7% | -$917K | 0.11% | 209 |
|
|
2017
Q1 | $13.8M | Sell |
229,728
-8,165
| -3% | -$489K | 0.13% | 186 |
|
|
2016
Q4 | $13.3M | Sell |
237,893
-9,766
| -4% | -$544K | 0.13% | 179 |
|
|
2016
Q3 | $13.5M | Sell |
247,659
-289
| -0.1% | -$15.8K | 0.13% | 180 |
|
|
2016
Q2 | $12.9M | Sell |
247,948
-833
| -0.3% | -$43.3K | 0.13% | 172 |
|
|
2016
Q1 | $13.5M | Sell |
248,781
-10,906
| -4% | -$593K | 0.15% | 144 |
|
|
2015
Q4 | $12.4M | Sell |
259,687
-16,008
| -6% | -$766K | 0.14% | 158 |
|
|
2015
Q3 | $12.2M | Sell |
275,695
-30,726
| -10% | -$1.36M | 0.15% | 151 |
|
|
2015
Q2 | $17M | Sell |
306,421
-44,669
| -13% | -$2.48M | 0.2% | 118 |
|
|
2015
Q1 | $20.7M | Sell |
351,090
-11,114
| -3% | -$654K | 0.25% | 98 |
|
|
2014
Q4 | $22.4M | Buy |
362,204
+49,168
| +16% | +$3.04M | 0.33% | 75 |
|
|
2014
Q3 | $19.6M | Buy |
313,036
+10,169
| +3% | +$636K | 0.34% | 75 |
|
|
2014
Q2 | $20.1M | Buy |
302,867
+10,510
| +4% | +$697K | 0.37% | 71 |
|
|
2014
Q1 | $19.5M | Buy |
292,357
+112,735
| +63% | +$7.53M | 0.42% | 51 |
|
|
2013
Q4 | $12.6M | Buy |
179,622
+62,658
| +54% | +$4.4M | 0.43% | 59 |
|
|
2013
Q3 | $7.57M | Sell |
116,964
-190,945
| -62% | -$12.4M | 0.24% | 96 |
|
|
2013
Q2 | $16.8M | Buy |
+307,909
| New | +$16.8M | 0.45% | 58 |
|