Bergan Kdv Wealth Management, LLC Emerson Electric CO Transaction History

Bergan Kdv Wealth Management, LLC

$999 Million
Q2 2023

A detailed history of Bergan Kdv Wealth Management, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 2,381 shares of EMR stock, worth $257,267. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,381

Previous 2,671 10.86%

Holding current value

$257,267

Previous $232,000 7.33%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 24, 2023	SELL	$77.68 - $90.39 $22,527 - $26,213	-290 Reduced 10.86%	2,381 $215,000
Q1 2023 Apr 27, 2023	BUY	$80.53 - $98.23 $9,180 - $11,198	114 Added 4.46%	2,671 $232,000
Q4 2022 Jan 31, 2023	SELL	$75.54 - $98.1 $7,025 - $9,123	-93 Reduced 3.51%	2,557 $245,000
Q3 2022 Oct 24, 2022	SELL	$73.06 - $90.39 $1.89 Million - $2.33 Million	-25,830 Reduced 90.7%	2,650 $194,000
Q2 2022 Jul 13, 2022	BUY	$77.79 - $98.42 $19,291 - $24,408	248 Added 0.88%	28,480 $2.27 Million

Q1 2022 May 09, 2022	BUY	$89.51 - $99.06 $260,653 - $288,462	2,912 Added 11.5%	28,232 $2.77 Million
Q4 2021 Jan 28, 2022	SELL	$86.79 - $100.15 $97,638 - $112,668	-1,125 Reduced 4.25%	25,320 $2.35 Million
Q3 2021 Nov 12, 2021	BUY	$93.71 - $105.7 $12,557 - $14,163	134 Added 0.51%	26,445 $2.49 Million
Q2 2021 Aug 10, 2021	SELL	$90.41 - $98.61 $23,054 - $25,145	-255 Reduced 0.96%	26,311 $2.53 Million
Q1 2021 May 11, 2021	SELL	$78.01 - $92.2 $280,757 - $331,827	-3,599 Reduced 11.93%	26,566 $2.4 Million
Q4 2020 Feb 04, 2021	SELL	$64.44 - $82.44 $90,216 - $115,416	-1,400 Reduced 4.44%	30,165 $2.42 Million
Q3 2020 Nov 05, 2020	SELL	$59.47 - $71.79 $125,124 - $151,046	-2,104 Reduced 6.25%	31,565 $2.07 Million
Q2 2020 Aug 13, 2020	BUY	$45.7 - $69.33 $4,798 - $7,279	105 Added 0.31%	33,669 $2.09 Million
Q1 2020 Apr 24, 2020	BUY	$38.08 - $77.87 $83,395 - $170,535	2,190 Added 6.98%	33,564 $1.6 Million
Q4 2019 Feb 10, 2020	SELL	$63.16 - $76.97 $46,612 - $56,803	-738 Reduced 2.3%	31,374 $2.39 Million
Q3 2019 Nov 08, 2019	BUY	$56.41 - $67.29 $71,640 - $85,458	1,270 Added 4.12%	32,112 $2.15 Million
Q2 2019 Aug 12, 2019	BUY	$60.24 - $73.16 $13,734 - $16,680	228 Added 0.74%	30,842 $2.06 Million
Q1 2019 May 09, 2019	BUY	$58.46 - $69.26 $225,538 - $267,205	3,858 Added 14.42%	30,614 $2.1 Million
Q4 2018 Feb 01, 2019	BUY	$55.49 - $78.52 $776 - $1,099	14 Added 0.05%	26,756 $1.6 Million
Q3 2018 Nov 09, 2018	BUY	$67.89 - $78.41 $3,394 - $3,920	50 Added 0.19%	26,742 $2.05 Million
Q2 2018 Jul 23, 2018	SELL	$66.19 - $74.08 $131,453 - $147,122	-1,986 Reduced 6.93%	26,692 $1.85 Million
Q1 2018 May 03, 2018	BUY	$66.4 - $74.05 $2,324 - $2,591	35 Added 0.12%	28,678 $1.96 Million
Q4 2017 Jan 16, 2018	BUY	$59.02 - $69.98 $91,658 - $108,678	1,553 Added 5.73%	28,643 $2 Million
Q3 2017 Oct 18, 2017	BUY	$58.0 - $63.89 $1.57 Million - $1.73 Million	27,090	27,090 $1.7 Million

Others Institutions Holding EMR

# of Institutions

2,104

Shares Held

421M

Call Options Held

5.61M

Put Options Held

3.16M

View Full List

About EMERSON ELECTRIC CO

Ticker EMR
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 591,299,968
Market Cap $63.9B
Description
Emerson Electric Co., a technology and engineering company, provides various solutions for customers in industrial, commercial, and residential markets in the Americas, Asia, the Middle East, Africa, and Europe. The company operates through Automation Solutions, and Commercial & Residential Solutions segments. The Automation Solutions segmen...

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Bergan Kdv Wealth Management, LLC Emerson Electric CO Transaction History