Waldron Private Wealth’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 | $787K | Sell |
5,904
-18
| -0.3% | -$2.4K | 0.03% | 157 |
|
|
2025
Q1 | $649K | Sell |
5,922
-2,298
| -28% | -$252K | 0.03% | 164 |
|
|
2024
Q4 | $1.02M | Buy |
8,220
+122
| +2% | +$15.1K | 0.04% | 162 |
|
|
2024
Q3 | $886K | Sell |
8,098
-5
| -0.1% | -$547 | 0.04% | 173 |
|
|
2024
Q2 | $893K | Buy |
8,103
+249
| +3% | +$27.4K | 0.04% | 168 |
|
|
2024
Q1 | $891K | Buy |
7,854
+146
| +2% | +$16.6K | 0.04% | 174 |
|
|
2023
Q4 | $750K | Sell |
7,708
-311
| -4% | -$30.3K | 0.04% | 184 |
|
|
2023
Q3 | $774K | Buy |
8,019
+57
| +0.7% | +$5.5K | 0.04% | 173 |
|
|
2023
Q2 | $720K | Sell |
7,962
-1,667
| -17% | -$151K | 0.04% | 186 |
|
|
2023
Q1 | $839K | Buy |
9,629
+940
| +11% | +$81.9K | 0.04% | 186 |
|
|
2022
Q4 | $636K | Hold |
8,689
| – | – | 0.04% | 213 |
|
|
2022
Q3 | $636K | Sell |
8,689
-40
| -0.5% | -$2.93K | 0.04% | 213 |
|
|
2022
Q2 | $694K | Sell |
8,729
-2,780
| -24% | -$221K | 0.04% | 202 |
|
|
2022
Q1 | $1.13M | Buy |
11,509
+593
| +5% | +$58.1K | 0.06% | 169 |
|
|
2021
Q4 | $1.01M | Buy |
10,916
+1
| +0% | +$93 | 0.05% | 179 |
|
|
2021
Q3 | $1.03M | Buy |
10,915
+606
| +6% | +$57.1K | 0.06% | 151 |
|
|
2021
Q2 | $992K | Sell |
10,309
-429
| -4% | -$41.3K | 0.06% | 141 |
|
|
2021
Q1 | $968K | Sell |
10,738
-362
| -3% | -$32.6K | 0.07% | 134 |
|
|
2020
Q4 | $892K | Hold |
11,100
| – | – | 0.07% | 136 |
|
|
2020
Q3 | $727K | Sell |
11,100
-121
| -1% | -$7.93K | 0.06% | 138 |
|
|
2020
Q2 | $696K | Sell |
11,221
-3,105
| -22% | -$193K | 0.06% | 132 |
|
|
2020
Q1 | $682K | Sell |
14,326
-2,865
| -17% | -$136K | 0.07% | 126 |
|
|
2019
Q4 | $1.31M | Sell |
17,191
-74
| -0.4% | -$5.64K | 0.12% | 96 |
|
|
2019
Q3 | $1.15M | Buy |
17,265
+7,799
| +82% | +$521K | 0.12% | 96 |
|
|
2019
Q2 | $631K | Sell |
9,466
-628
| -6% | -$41.9K | 0.07% | 119 |
|
|
2019
Q1 | $691K | Buy |
10,094
+6,365
| +171% | +$436K | 0.08% | 116 |
|
|
2018
Q4 | $222K | Sell |
3,729
-1,420
| -28% | -$84.5K | 0.03% | 189 |
|
|
2018
Q3 | $394K | Buy |
5,149
+1,808
| +54% | +$138K | 0.08% | 122 |
|
|
2018
Q2 | $230K | Buy |
+3,341
| New | +$230K | 0.05% | 156 |
|