Valmark Advisers’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 | $1.19M | Buy |
8,931
+31
| +0.3% | +$4.13K | 0.02% | 308 |
|
|
2025
Q1 | $976K | Buy |
8,900
+362
| +4% | +$39.7K | 0.01% | 315 |
|
|
2024
Q4 | $1.06M | Sell |
8,538
-666
| -7% | -$82.5K | 0.02% | 298 |
|
|
2024
Q3 | $1.01M | Sell |
9,204
-239
| -3% | -$26.1K | 0.02% | 301 |
|
|
2024
Q2 | $1.04M | Buy |
9,443
+400
| +4% | +$44.1K | 0.02% | 274 |
|
|
2024
Q1 | $1.03M | Buy |
9,043
+224
| +3% | +$25.4K | 0.02% | 264 |
|
|
2023
Q4 | $858K | Sell |
8,819
-294
| -3% | -$28.6K | 0.02% | 276 |
|
|
2023
Q3 | $880K | Sell |
9,113
-22
| -0.2% | -$2.13K | 0.02% | 239 |
|
|
2023
Q2 | $826K | Sell |
9,135
-52
| -0.6% | -$4.7K | 0.02% | 255 |
|
|
2023
Q1 | $801K | Sell |
9,187
-204
| -2% | -$17.8K | 0.02% | 247 |
|
|
2022
Q4 | $902K | Buy |
9,391
+814
| +9% | +$78.2K | 0.02% | 223 |
|
|
2022
Q3 | $628K | Sell |
8,577
-369
| -4% | -$27K | 0.01% | 253 |
|
|
2022
Q2 | $712K | Sell |
8,946
-65
| -0.7% | -$5.17K | 0.01% | 246 |
|
|
2022
Q1 | $884K | Hold |
9,011
| – | – | 0.02% | 222 |
|
|
2021
Q4 | $838K | Buy |
9,011
+460
| +5% | +$42.8K | 0.01% | 221 |
|
|
2021
Q3 | $806K | Sell |
8,551
-147
| -2% | -$13.9K | 0.01% | 212 |
|
|
2021
Q2 | $837K | Sell |
8,698
-22
| -0.3% | -$2.12K | 0.02% | 208 |
|
|
2021
Q1 | $787K | Buy |
8,720
+415
| +5% | +$37.5K | 0.02% | 209 |
|
|
2020
Q4 | $667K | Buy |
+8,305
| New | +$667K | 0.01% | 218 |
|