Wealthspire Advisors (New York)’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 | $1.94M | Buy |
14,514
+1,091
| +8% | +$145K | 0.01% | 282 |
|
|
2025
Q1 | $1.47M | Sell |
13,423
-468
| -3% | -$51.3K | 0.01% | 319 |
|
|
2024
Q4 | $1.72M | Sell |
13,891
-607
| -4% | -$75.2K | 0.02% | 267 |
|
|
2024
Q3 | $1.59M | Sell |
14,498
-524
| -3% | -$57.3K | 0.02% | 285 |
|
|
2024
Q2 | $1.65M | Sell |
15,022
-418
| -3% | -$46K | 0.02% | 230 |
|
|
2024
Q1 | $1.75M | Sell |
15,440
-457
| -3% | -$51.8K | 0.02% | 222 |
|
|
2023
Q4 | $1.55M | Buy |
15,897
+567
| +4% | +$55.2K | 0.02% | 238 |
|
|
2023
Q3 | $1.48M | Buy |
15,330
+7,155
| +88% | +$691K | 0.02% | 208 |
|
|
2023
Q2 | $739K | Sell |
8,175
-344
| -4% | -$31.1K | 0.01% | 305 |
|
|
2023
Q1 | $742K | Sell |
8,519
-2,746
| -24% | -$239K | 0.01% | 299 |
|
|
2022
Q4 | $1.08M | Sell |
11,265
-145
| -1% | -$13.9K | 0.02% | 245 |
|
|
2022
Q3 | $835K | Buy |
11,410
+2,981
| +35% | +$218K | 0.02% | 251 |
|
|
2022
Q2 | $670K | Buy |
8,429
+740
| +10% | +$58.8K | 0.01% | 275 |
|
|
2022
Q1 | $754K | Sell |
7,689
-3,092
| -29% | -$303K | 0.02% | 218 |
|
|
2021
Q4 | $1M | Buy |
10,781
+272
| +3% | +$25.3K | 0.02% | 227 |
|
|
2021
Q3 | $990K | Buy |
10,509
+7,065
| +205% | +$666K | 0.02% | 250 |
|
|
2021
Q2 | $331K | Sell |
3,444
-10,940
| -76% | -$1.05M | 0.01% | 276 |
|
|
2021
Q1 | $1.3M | Buy |
14,384
+4,070
| +39% | +$367K | 0.03% | 222 |
|
|
2020
Q4 | $829K | Buy |
10,314
+5,060
| +96% | +$407K | 0.02% | 227 |
|
|
2020
Q3 | $345K | Sell |
5,254
-1,300
| -20% | -$85.4K | 0.02% | 221 |
|
|
2020
Q2 | $407K | Sell |
6,554
-3,796
| -37% | -$236K | 0.03% | 172 |
|
|
2020
Q1 | $493K | Buy |
10,350
+7,181
| +227% | +$342K | 0.02% | 293 |
|
|
2019
Q4 | $242K | Buy |
+3,169
| New | +$242K | 0.02% | 177 |
|
|
2019
Q1 | – | Sell |
-1,437
| Closed | -$86K | – | 270 |
|
|
2018
Q4 | $86K | Buy |
+1,437
| New | +$86K | 0.01% | 121 |
|