WJWM
Williams Jones Wealth Management’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.1M | Sell |
120,820
-21,653
| -15% | -$2.89M | 0.19% | 75 |
|
|
2025
Q1 | $15.6M | Sell |
142,473
-10,428
| -7% | -$1.14M | 0.2% | 74 |
|
|
2024
Q4 | $18.9M | Sell |
152,901
-4,001
| -3% | -$496K | 0.23% | 71 |
|
|
2024
Q3 | $17.2M | Sell |
156,902
-567
| -0.4% | -$62K | 0.2% | 79 |
|
|
2024
Q2 | $17.3M | Buy |
157,469
+24,483
| +18% | +$2.7M | 0.22% | 80 |
|
|
2024
Q1 | $15.1M | Buy |
132,986
+30,250
| +29% | +$3.43M | 0.19% | 83 |
|
|
2023
Q4 | $10M | Sell |
102,736
-10,975
| -10% | -$1.07M | 0.14% | 102 |
|
|
2023
Q3 | $11M | Sell |
113,711
-9,702
| -8% | -$937K | 0.17% | 90 |
|
|
2023
Q2 | $11.2M | Sell |
123,413
-11,206
| -8% | -$1.01M | 0.17% | 95 |
|
|
2023
Q1 | $11.7M | Sell |
134,619
-1,306
| -1% | -$114K | 0.18% | 94 |
|
|
2022
Q4 | $13.1M | Sell |
135,925
-253
| -0.2% | -$24.3K | 0.22% | 84 |
|
|
2022
Q3 | $9.97M | Sell |
136,178
-2,363
| -2% | -$173K | 0.17% | 95 |
|
|
2022
Q2 | $11M | Buy |
138,541
+2,641
| +2% | +$210K | 0.18% | 95 |
|
|
2022
Q1 | $13.3M | Sell |
135,900
-1,928
| -1% | -$189K | 0.19% | 87 |
|
|
2021
Q4 | $12.8M | Buy |
137,828
+2,117
| +2% | +$197K | 0.16% | 88 |
|
|
2021
Q3 | $12.8M | Buy |
135,711
+915
| +0.7% | +$86.2K | 0.18% | 87 |
|
|
2021
Q2 | $13M | Sell |
134,796
-408
| -0.3% | -$39.3K | 0.18% | 86 |
|
|
2021
Q1 | $12.2M | Buy |
135,204
+1,063
| +0.8% | +$95.9K | 0.19% | 86 |
|
|
2020
Q4 | $10.8M | Buy |
134,141
+1,262
| +0.9% | +$101K | 0.18% | 85 |
|
|
2020
Q3 | $8.71M | Buy |
132,879
+47,625
| +56% | +$3.12M | 0.16% | 85 |
|
|
2020
Q2 | $5.29M | Sell |
85,254
-1,145
| -1% | -$71K | 0.11% | 108 |
|
|
2020
Q1 | $4.12M | Sell |
86,399
-3,200
| -4% | -$152K | 0.11% | 101 |
|
|
2019
Q4 | $6.83M | Sell |
89,599
-250
| -0.3% | -$19.1K | 0.13% | 100 |
|
|
2019
Q3 | $6.01M | Buy |
+89,849
| New | +$6.01M | 0.12% | 107 |
|