Wambolt & Associates’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 | $429K | Sell |
3,167
-159
| -5% | -$21.5K | 0.14% | 124 |
|
|
2025
Q1 | $366K | Buy |
3,326
+2
| +0.1% | +$220 | 0.12% | 131 |
|
|
2024
Q4 | $412K | Sell |
3,324
-87
| -3% | -$10.8K | 0.13% | 129 |
|
|
2024
Q3 | $373K | Sell |
3,411
-1,008
| -23% | -$110K | 0.1% | 141 |
|
|
2024
Q2 | $477K | Sell |
4,419
-181
| -4% | -$19.6K | 0.14% | 129 |
|
|
2024
Q1 | $522K | Sell |
4,600
-2,758
| -37% | -$313K | 0.16% | 135 |
|
|
2023
Q4 | $716K | Sell |
7,358
-1,301
| -15% | -$127K | 0.23% | 127 |
|
|
2023
Q3 | $829K | Buy |
8,659
+294
| +4% | +$28.1K | 0.3% | 117 |
|
|
2023
Q2 | $756K | Sell |
8,365
-185
| -2% | -$16.7K | 0.27% | 123 |
|
|
2023
Q1 | $746K | Sell |
8,550
-32
| -0.4% | -$2.79K | 0.26% | 125 |
|
|
2022
Q4 | $824K | Sell |
8,582
-91
| -1% | -$8.74K | 0.32% | 112 |
|
|
2022
Q3 | $635K | Hold |
8,673
| – | – | 0.27% | 125 |
|
|
2022
Q2 | $690K | Sell |
8,673
-216
| -2% | -$17.2K | 0.28% | 120 |
|
|
2022
Q1 | $875K | Sell |
8,889
-366
| -4% | -$36K | 0.32% | 111 |
|
|
2021
Q4 | $860K | Sell |
9,255
-250
| -3% | -$23.2K | 0.31% | 111 |
|
|
2021
Q3 | $905K | Buy |
9,505
+774
| +9% | +$73.7K | 0.36% | 100 |
|
|
2021
Q2 | $846K | Buy |
8,731
+479
| +6% | +$46.4K | 0.36% | 97 |
|
|
2021
Q1 | $746K | Buy |
8,252
+839
| +11% | +$75.8K | 0.39% | 91 |
|
|
2020
Q4 | $596K | Sell |
7,413
-199
| -3% | -$16K | 0.36% | 98 |
|
|
2020
Q3 | $499K | Sell |
7,612
-435
| -5% | -$28.5K | 0.37% | 93 |
|
|
2020
Q2 | $499K | Buy |
8,047
+877
| +12% | +$54.4K | 0.39% | 90 |
|
|
2020
Q1 | $342K | Buy |
7,170
+135
| +2% | +$6.44K | 0.35% | 100 |
|
|
2019
Q4 | $536K | Buy |
7,035
+30
| +0.4% | +$2.29K | 0.41% | 80 |
|
|
2019
Q3 | $468K | Buy |
7,005
+278
| +4% | +$18.6K | 0.39% | 88 |
|
|
2019
Q2 | $449K | Buy |
6,727
+2,925
| +77% | +$195K | 0.38% | 81 |
|
|
2019
Q1 | $269K | Buy |
+3,802
| New | +$269K | 0.24% | 125 |
|