Valeo 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 | $1.6M | Buy |
12,031
+1,264
| +12% | +$169K | 0.04% | 201 |
|
|
2025
Q1 | $1.18M | Buy |
10,767
+224
| +2% | +$24.6K | 0.03% | 228 |
|
|
2024
Q4 | $1.31M | Sell |
10,543
-825
| -7% | -$102K | 0.04% | 201 |
|
|
2024
Q3 | $1.24M | Sell |
11,368
-941
| -8% | -$103K | 0.04% | 218 |
|
|
2024
Q2 | $1.36M | Buy |
12,309
+863
| +8% | +$95.1K | 0.04% | 195 |
|
|
2024
Q1 | $1.25M | Sell |
11,446
-327
| -3% | -$35.9K | 0.05% | 198 |
|
|
2023
Q4 | $1.15M | Buy |
11,773
+638
| +6% | +$62.1K | 0.05% | 205 |
|
|
2023
Q3 | $1.08M | Buy |
11,135
+80
| +0.7% | +$7.73K | 0.05% | 194 |
|
|
2023
Q2 | $999K | Sell |
11,055
-121
| -1% | -$10.9K | 0.05% | 206 |
|
|
2023
Q1 | $974K | Buy |
11,176
+2,879
| +35% | +$251K | 0.05% | 217 |
|
|
2022
Q4 | $797K | Buy |
8,297
+1,457
| +21% | +$140K | 0.04% | 215 |
|
|
2022
Q3 | $501K | Sell |
6,840
-1,082
| -14% | -$79.3K | 0.03% | 259 |
|
|
2022
Q2 | $630K | Sell |
7,922
-1,666
| -17% | -$132K | 0.04% | 222 |
|
|
2022
Q1 | $940K | Buy |
9,588
+3,715
| +63% | +$364K | 0.05% | 202 |
|
|
2021
Q4 | $546K | Sell |
5,873
-150
| -2% | -$13.9K | 0.03% | 281 |
|
|
2021
Q3 | $567K | Buy |
6,023
+1,800
| +43% | +$169K | 0.03% | 263 |
|
|
2021
Q2 | $406K | Sell |
4,223
-424
| -9% | -$40.8K | 0.02% | 285 |
|
|
2021
Q1 | $419K | Buy |
4,647
+562
| +14% | +$50.7K | 0.02% | 286 |
|
|
2020
Q4 | $328K | Buy |
4,085
+213
| +6% | +$17.1K | 0.02% | 307 |
|
|
2020
Q3 | $254K | Buy |
3,872
+856
| +28% | +$56.2K | 0.02% | 273 |
|
|
2020
Q2 | $187K | Sell |
3,016
-508
| -14% | -$31.5K | 0.02% | 329 |
|
|
2020
Q1 | $182K | Sell |
3,524
-316
| -8% | -$16.3K | 0.02% | 307 |
|
|
2019
Q4 | $293K | Sell |
3,840
-11
| -0.3% | -$839 | 0.03% | 255 |
|
|
2019
Q3 | $257K | Buy |
3,851
+361
| +10% | +$24.1K | 0.03% | 250 |
|
|
2019
Q2 | $233K | Buy |
3,490
+252
| +8% | +$16.8K | 0.03% | 263 |
|
|
2019
Q1 | $222K | Buy |
3,238
+570
| +21% | +$39.1K | 0.03% | 257 |
|
|
2018
Q4 | $159K | Sell |
2,668
-359
| -12% | -$21.4K | 0.02% | 288 |
|
|
2018
Q3 | $205K | Buy |
3,027
+368
| +14% | +$24.9K | 0.03% | 270 |
|
|
2018
Q2 | $196K | Sell |
2,659
-19
| -0.7% | -$1.4K | 0.03% | 284 |
|
|
2018
Q1 | $183K | Sell |
2,678
-16,283
| -86% | -$1.11M | 0.03% | 265 |
|
|
2017
Q4 | $1.32M | Buy |
18,961
+3,023
| +19% | +$211K | 0.22% | 81 |
|
|
2017
Q3 | $1M | Buy |
+15,938
| New | +$1M | 0.23% | 87 |
|