Winthrop Advisory Group’s Emerson Electric EMR Stock Holding History

Winthrop Advisory Group’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$567K	Sell	4,329 -162	-4%	-$23.3K	0.05%	100
2025 Q4	$596K	Buy	4,491 +84	+2%	+$11.1K	0.05%	97
2025 Q3	$578K	Buy	4,407 +657	+18%	+$89.6K	0.05%	96
2025 Q2	$500K	Sell	3,750 -533	-12%	-$61.1K	0.05%	101
2025 Q1	$470K	Buy	4,283 +62	+1%	+$7.47K	0.06%	96
2024 Q4	$523K	Sell	4,221 -88	-2%	-$10.7K	0.06%	94
2024 Q3	$471K	Sell	4,309 -92	-2%	-$9.9K	0.06%	90
2024 Q2	$485K	Buy	4,401 +18	+0.4%	+$1.99K	0.07%	85
2024 Q1	$497K	Buy	4,383 +8	+0.2%	+$822	0.07%	84
2023 Q4	$426K	Buy	4,375 +10	+0.2%	+$916	0.07%	86
2023 Q3	$421K	Sell	4,365 -6	-0.1%	-$571	0.07%	81
2023 Q2	$395K	Sell	4,371 -17	-0.4%	-$1.43K	0.06%	89
2023 Q1	$382K	Buy	4,388 +29	+0.7%	+$2.53K	0.07%	85
2022 Q4	$419K	Buy	4,359 +6	+0.1%	+$539	0.08%	79
2022 Q3	$319K	Buy	4,353 +98	+2%	+$8.14K	0.07%	81
2022 Q2	$338K	Sell	4,255 -94	-2%	-$8.29K	0.08%	82
2022 Q1	$426K	Sell	4,349 -36	-0.8%	-$3.41K	0.09%	78
2021 Q4	$408K	Sell	4,385 -8	-0.2%	-$753	0.08%	79
2021 Q3	$414K	Sell	4,393 -128	-3%	-$12.8K	0.09%	69
2021 Q2	$435K	Sell	4,521 -541	-11%	-$50.9K	0.1%	67
2021 Q1	$457K	Buy	5,062 +489	+11%	+$42.1K	0.11%	65
2020 Q4	$368K	Buy	4,573 +621	+16%	+$46.2K	0.1%	77
2020 Q3	$260K	Buy	3,952 +12	+0.3%	+$790	0.08%	101
2020 Q2	$241K	Buy	+3,940	New	+$224K	0.09%	79
2020 Q1	–	Sell	-3,977	Closed	-$303K	–	90
2019 Q4	$303K	Buy	3,977 +11	+0.3%	+$793	0.11%	78
2019 Q3	$265K	Buy	3,966 +13	+0.3%	+$817	0.1%	74
2019 Q2	$264K	Buy	3,953 +12	+0.3%	+$804	0.11%	71
2019 Q1	$274K	Buy	3,941 +14	+0.4%	+$921	0.12%	71
2018 Q4	$235K	Buy	3,927 +221	+6%	+$14.9K	0.12%	71
2018 Q3	$284K	Buy	3,706 +11	+0.3%	+$811	0.16%	62
2018 Q2	$256K	Buy	3,695 +10	+0.3%	+$703	0.17%	65
2018 Q1	$250K	Buy	3,685 +11	+0.3%	+$783	0.18%	67
2017 Q4	$266K	Buy	+3,674	New	+$238K	0.19%	66