WMG Financial Advisors’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 | $416K | Sell |
3,119
-2
| -0.1% | -$267 | 0.15% | 96 |
|
|
2025
Q1 | $342K | Buy |
3,121
+16
| +0.5% | +$1.75K | 0.15% | 98 |
|
|
2024
Q4 | $385K | Sell |
3,105
-101
| -3% | -$12.5K | 0.17% | 88 |
|
|
2024
Q3 | $351K | Buy |
3,206
+10
| +0.3% | +$1.09K | 0.16% | 92 |
|
|
2024
Q2 | $352K | Sell |
3,196
-544
| -15% | -$59.9K | 0.19% | 80 |
|
|
2024
Q1 | $424K | Buy |
3,740
+1,372
| +58% | +$156K | 0.24% | 74 |
|
|
2023
Q4 | $230K | Buy |
+2,368
| New | +$230K | 0.15% | 100 |
|
|
2023
Q3 | – | Sell |
-2,485
| Closed | -$225K | – | 110 |
|
|
2023
Q2 | $225K | Buy |
2,485
+695
| +39% | +$62.8K | 0.17% | 105 |
|
|
2023
Q1 | $220K | Sell |
1,790
-740
| -29% | -$91.1K | 0.18% | 101 |
|
|
2022
Q4 | $243K | Buy |
+2,530
| New | +$243K | 0.21% | 105 |
|
|
2022
Q3 | – | Sell |
-2,523
| Closed | -$201K | – | 142 |
|
|
2022
Q2 | $201K | Sell |
2,523
-22
| -0.9% | -$1.75K | 0.17% | 131 |
|
|
2022
Q1 | $250K | Buy |
2,545
+185
| +8% | +$18.2K | 0.18% | 133 |
|
|
2021
Q4 | $219K | Buy |
+2,360
| New | +$219K | 0.17% | 159 |
|