Winthrop Advisory Group’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 | $500K | Sell |
3,750
-533
| -12% | -$71.1K | 0.05% | 101 |
|
|
2025
Q1 | $470K | Buy |
4,283
+62
| +1% | +$6.8K | 0.06% | 96 |
|
|
2024
Q4 | $523K | Sell |
4,221
-88
| -2% | -$10.9K | 0.06% | 94 |
|
|
2024
Q3 | $471K | Sell |
4,309
-92
| -2% | -$10.1K | 0.06% | 90 |
|
|
2024
Q2 | $485K | Buy |
4,401
+18
| +0.4% | +$1.98K | 0.07% | 85 |
|
|
2024
Q1 | $497K | Buy |
4,383
+8
| +0.2% | +$907 | 0.07% | 84 |
|
|
2023
Q4 | $426K | Buy |
4,375
+10
| +0.2% | +$973 | 0.07% | 86 |
|
|
2023
Q3 | $421K | Sell |
4,365
-6
| -0.1% | -$579 | 0.07% | 81 |
|
|
2023
Q2 | $395K | Sell |
4,371
-17
| -0.4% | -$1.54K | 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% | +$576 | 0.08% | 79 |
|
|
2022
Q3 | $319K | Buy |
4,353
+98
| +2% | +$7.18K | 0.07% | 81 |
|
|
2022
Q2 | $338K | Sell |
4,255
-94
| -2% | -$7.47K | 0.08% | 82 |
|
|
2022
Q1 | $426K | Sell |
4,349
-36
| -0.8% | -$3.53K | 0.09% | 78 |
|
|
2021
Q4 | $408K | Sell |
4,385
-8
| -0.2% | -$744 | 0.08% | 79 |
|
|
2021
Q3 | $414K | Sell |
4,393
-128
| -3% | -$12.1K | 0.09% | 69 |
|
|
2021
Q2 | $435K | Sell |
4,521
-541
| -11% | -$52.1K | 0.1% | 67 |
|
|
2021
Q1 | $457K | Buy |
5,062
+489
| +11% | +$44.1K | 0.11% | 65 |
|
|
2020
Q4 | $368K | Buy |
4,573
+621
| +16% | +$50K | 0.1% | 77 |
|
|
2020
Q3 | $260K | Buy |
3,952
+12
| +0.3% | +$789 | 0.08% | 101 |
|
|
2020
Q2 | $241K | Buy |
+3,940
| New | +$241K | 0.09% | 79 |
|
|
2020
Q1 | – | Sell |
-3,977
| Closed | -$303K | – | 90 |
|
|
2019
Q4 | $303K | Buy |
3,977
+11
| +0.3% | +$838 | 0.11% | 78 |
|
|
2019
Q3 | $265K | Buy |
3,966
+13
| +0.3% | +$869 | 0.1% | 74 |
|
|
2019
Q2 | $264K | Buy |
3,953
+12
| +0.3% | +$801 | 0.11% | 71 |
|
|
2019
Q1 | $274K | Buy |
3,941
+14
| +0.4% | +$973 | 0.12% | 71 |
|
|
2018
Q4 | $235K | Buy |
3,927
+221
| +6% | +$13.2K | 0.12% | 71 |
|
|
2018
Q3 | $284K | Buy |
3,706
+11
| +0.3% | +$843 | 0.16% | 62 |
|
|
2018
Q2 | $256K | Buy |
3,695
+10
| +0.3% | +$693 | 0.17% | 65 |
|
|
2018
Q1 | $250K | Buy |
3,685
+11
| +0.3% | +$746 | 0.18% | 67 |
|
|
2017
Q4 | $266K | Buy |
+3,674
| New | +$266K | 0.19% | 66 |
|