Valley Wealth Managers’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-391
| Closed | -$51.9K | – | 339 |
|
|
2025
Q4 | $51.9K | Hold |
391
| – | – | ﹤0.01% | 215 |
|
|
2025
Q3 | $51.3K | Hold |
391
| – | – | ﹤0.01% | 206 |
|
|
2025
Q2 | $52.1K | Hold |
391
| – | – | ﹤0.01% | 198 |
|
|
2025
Q1 | $42.9K | Hold |
391
| – | – | ﹤0.01% | 211 |
|
|
2024
Q4 | $48.5K | Hold |
391
| – | – | ﹤0.01% | 214 |
|
|
2024
Q3 | $42.8K | Hold |
391
| – | – | ﹤0.01% | 221 |
|
|
2024
Q2 | $43.1K | Sell |
391
-9
| -2% | -$995 | ﹤0.01% | 225 |
|
|
2024
Q1 | $45.4K | Hold |
400
| – | – | ﹤0.01% | 219 |
|
|
2023
Q4 | $38.9K | Hold |
400
| – | – | ﹤0.01% | 225 |
|
|
2023
Q3 | $38.6K | Sell |
400
-1,000
| -71% | -$95.2K | ﹤0.01% | 231 |
|
|
2023
Q2 | $127K | Sell |
1,400
-960
| -41% | -$80.8K | 0.01% | 175 |
|
|
2023
Q1 | $206K | Sell |
2,360
-74
| -3% | -$6.47K | 0.02% | 167 |
|
|
2022
Q4 | $234K | Sell |
2,434
-1,738
| -42% | -$156K | 0.02% | 153 |
|
|
2022
Q3 | $305K | Sell |
4,172
-2,706
| -39% | -$225K | 0.03% | 135 |
|
|
2022
Q2 | $547K | Sell |
6,878
-100
| -1% | -$8.82K | 0.05% | 125 |
|
|
2022
Q1 | $685K | Hold |
6,978
| – | – | 0.06% | 115 |
|
|
2021
Q4 | $649K | Sell |
6,978
-75
| -1% | -$7.06K | 0.05% | 120 |
|
|
2021
Q3 | $664K | Sell |
7,053
-975
| -12% | -$97.3K | 0.06% | 118 |
|
|
2021
Q2 | $773K | Buy |
8,028
+125
| +2% | +$11.8K | 0.07% | 116 |
|
|
2021
Q1 | $713K | Sell |
7,903
-400
| -5% | -$34.4K | 0.06% | 113 |
|
|
2020
Q4 | $668K | Hold |
8,303
| – | – | 0.07% | 116 |
|
|
2020
Q3 | $544K | Sell |
8,303
-4,325
| -34% | -$285K | 0.06% | 118 |
|
|
2020
Q2 | $783K | Sell |
12,628
-343
| -3% | -$19.5K | 0.09% | 108 |
|
|
2020
Q1 | $618K | Sell |
12,971
-38,772
| -75% | -$2.55M | 0.08% | 104 |
|
|
2019
Q4 | $3.95M | Sell |
51,743
-912
| -2% | -$65.7K | 0.39% | 50 |
|
|
2019
Q3 | $3.52M | Buy |
52,655
+7,325
| +16% | +$460K | 0.37% | 53 |
|
|
2019
Q2 | $3.02M | Buy |
45,330
+6,705
| +17% | +$449K | 0.32% | 57 |
|
|
2019
Q1 | $2.65M | Buy |
38,625
+2,265
| +6% | +$149K | 0.29% | 58 |
|
|
2018
Q4 | $2.17M | Buy |
36,360
+560
| +2% | +$37.8K | 0.28% | 52 |
|
|
2018
Q3 | $2.74M | Buy |
35,800
+3,129
| +10% | +$231K | 0.32% | 48 |
|
|
2018
Q2 | $2.26M | Sell |
32,671
-2,143
| -6% | -$151K | 0.28% | 51 |
|
|
2018
Q1 | $2.38M | Sell |
34,814
-860
| -2% | -$61.2K | 0.29% | 50 |
|
|
2017
Q4 | $2.49M | Buy |
35,674
+743
| +2% | +$48.1K | 0.3% | 51 |
|
|
2017
Q3 | $2.19M | Buy |
34,931
+5,445
| +18% | +$328K | 0.28% | 52 |
|
|
2017
Q2 | $1.76M | Sell |
29,486
-650
| -2% | -$38.5K | 0.24% | 59 |
|
|
2017
Q1 | $1.8M | Sell |
30,136
-3,426
| -10% | -$205K | 0.24% | 63 |
|
|
2016
Q4 | $1.87M | Sell |
33,562
-754
| -2% | -$40.6K | 0.27% | 57 |
|
|
2016
Q3 | $1.87M | Buy |
34,316
+2,779
| +9% | +$149K | 0.28% | 56 |
|
|
2016
Q2 | $1.65M | Buy |
31,537
+11,118
| +54% | +$591K | 0.25% | 61 |
|
|
2016
Q1 | $1.11M | Buy |
20,419
+6,165
| +43% | +$297K | 0.19% | 71 |
|
|
2015
Q4 | $681K | Sell |
14,254
-6,822
| -32% | -$325K | 0.12% | 86 |
|
|
2015
Q3 | $931K | Sell |
21,076
-355
| -2% | -$17.5K | 0.17% | 76 |
|
|
2015
Q2 | $1.19M | Sell |
21,431
-55
| -0.3% | -$3.23K | 0.21% | 61 |
|
|
2015
Q1 | $1.22M | Buy |
21,486
+1,802
| +9% | +$105K | 0.21% | 63 |
|
|
2014
Q4 | $1.22M | Buy |
19,684
+1,580
| +9% | +$99K | 0.22% | 62 |
|
|
2014
Q3 | $1.13M | Buy |
18,104
+1,555
| +9% | +$101K | 0.22% | 56 |
|
|
2014
Q2 | $1.1M | Buy |
16,549
+875
| +6% | +$58.8K | 0.21% | 56 |
|
|
2014
Q1 | $1.05M | Buy |
15,674
+1,295
| +9% | +$85.2K | 0.21% | 54 |
|
|
2013
Q4 | $1.01M | Sell |
14,379
-185
| -1% | -$12.4K | 0.21% | 52 |
|
|
2013
Q3 | $942K | Buy |
14,564
+15
| +0.1% | +$917 | 0.21% | 52 |
|
|
2013
Q2 | $793K | Buy |
+14,549
| New | +$818K | 0.18% | 56 |
|
Other funds holding EMR
VCM
VPM
