WGCA
Wolf Group Capital Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.36M | Sell |
12,375
-9,203
| -43% | -$1.01M | 0.46% | 69 |
|
|
2024
Q4 | $1.95M | Hold |
21,578
| – | – | 0.94% | 36 |
|
|
2024
Q3 | $1.95M | Buy |
21,578
+1,301
| +6% | +$118K | 0.93% | 37 |
|
|
2024
Q2 | $2.23M | Sell |
20,277
-1,301
| -6% | -$143K | 0.88% | 38 |
|
|
2024
Q1 | $1.95M | Hold |
21,578
| – | – | 0.93% | 37 |
|
|
2023
Q4 | $1.95M | Buy |
21,578
+622
| +3% | +$56.2K | 0.93% | 37 |
|
|
2023
Q3 | $2.02M | Sell |
20,956
-572
| -3% | -$55.2K | 0.96% | 35 |
|
|
2023
Q2 | $1.71M | Sell |
21,528
-632
| -3% | -$50.1K | 0.85% | 41 |
|
|
2023
Q1 | $1.93M | Sell |
22,160
-2,153
| -9% | -$188K | 0.96% | 35 |
|
|
2022
Q4 | $2.34M | Sell |
24,313
-1,646
| -6% | -$158K | 1.1% | 29 |
|
|
2022
Q3 | $1.9M | Sell |
25,959
-144
| -0.6% | -$10.5K | 1.04% | 31 |
|
|
2022
Q2 | $2.08M | Sell |
26,103
-1,823
| -7% | -$145K | 1.08% | 31 |
|
|
2022
Q1 | $2.74M | Sell |
27,926
-58,675
| -68% | -$5.75M | 1.4% | 21 |
|
|
2021
Q4 | $8.05M | Buy |
86,601
+57,922
| +202% | +$5.38M | 1.32% | 22 |
|
|
2021
Q3 | $2.7M | Sell |
28,679
-245
| -0.8% | -$23.1K | 1.47% | 20 |
|
|
2021
Q2 | $2.78M | Buy |
28,924
+21
| +0.1% | +$2.02K | 1.49% | 19 |
|
|
2021
Q1 | $2.61M | Buy |
28,903
+497
| +2% | +$44.8K | 1.5% | 19 |
|
|
2020
Q4 | $2.28M | Sell |
28,406
-323
| -1% | -$26K | 1.41% | 19 |
|
|
2020
Q3 | $1.88M | Sell |
28,729
-312
| -1% | -$20.5K | 1.31% | 25 |
|
|
2020
Q2 | $1.8M | Buy |
29,041
+5
| +0% | +$310 | 1.34% | 28 |
|
|
2020
Q1 | $1.38M | Buy |
29,036
+221
| +0.8% | +$10.5K | 1.15% | 32 |
|
|
2019
Q4 | $2.2M | Sell |
28,815
-3,356
| -10% | -$256K | 1.44% | 27 |
|
|
2019
Q3 | $2.15M | Buy |
32,171
+441
| +1% | +$29.5K | 1.48% | 27 |
|
|
2019
Q2 | $2.12M | Sell |
31,730
-1,620
| -5% | -$108K | 1.47% | 27 |
|
|
2019
Q1 | $2.28M | Sell |
33,350
-541
| -2% | -$37K | 1.57% | 25 |
|
|
2018
Q4 | $2.03M | Sell |
33,891
-10
| -0% | -$598 | 1.51% | 26 |
|
|
2018
Q3 | $2.6M | Sell |
33,901
-2,829
| -8% | -$217K | 1.7% | 20 |
|
|
2018
Q2 | $2.54M | Sell |
36,730
-1,847
| -5% | -$128K | 1.65% | 19 |
|
|
2018
Q1 | $2.64M | Sell |
38,577
-3,935
| -9% | -$269K | 1.74% | 15 |
|
|
2017
Q4 | $2.96M | Sell |
42,512
-571
| -1% | -$39.8K | 1.84% | 10 |
|
|
2017
Q3 | $2.78M | Sell |
43,083
-9,566
| -18% | -$616K | 1.93% | 9 |
|
|
2017
Q2 | $3.14M | Sell |
52,649
-8,848
| -14% | -$528K | 2.41% | 6 |
|
|
2017
Q1 | $3.68M | Sell |
61,497
-1,243
| -2% | -$74.4K | 2.41% | 5 |
|
|
2016
Q4 | $3.5M | Buy |
62,740
+627
| +1% | +$35K | 2.35% | 4 |
|
|
2016
Q3 | $3.39M | Buy |
62,113
+2,131
| +4% | +$116K | 2.36% | 5 |
|
|
2016
Q2 | $3.13M | Buy |
59,982
+4,852
| +9% | +$253K | 2.31% | 7 |
|
|
2016
Q1 | $3M | Buy |
55,130
+4,212
| +8% | +$229K | 2.26% | 8 |
|
|
2015
Q4 | $2.44M | Buy |
+50,918
| New | +$2.44M | 1.81% | 13 |
|