A detailed history of Beta Wealth Group, Inc. transactions in Emerson Electric CO stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 2,607 shares of EMR stock, worth $287,187. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,607
Previous 5,005 47.91%
Holding current value
$287,187
Previous $487,000 39.43%
% of portfolio
0.16%
Previous 0.28%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

SELL
$91.73 - $113.45 $219,968 - $272,053
-2,398 Reduced 47.91%
2,607 $295,000
Q4 2023

Feb 09, 2024

BUY
$84.75 - $97.6 $25,679 - $29,572
303 Added 6.44%
5,005 $487,000
Q3 2023

Nov 13, 2023

SELL
$88.24 - $100.12 $105,711 - $119,943
-1,198 Reduced 20.31%
4,702 $454,000
Q2 2023

Aug 11, 2023

BUY
$77.68 - $90.39 $458,312 - $533,301
5,900 New
5,900 $533,000
Q4 2022

Feb 10, 2023

SELL
$75.54 - $98.1 $3.14 Million - $4.08 Million
-41,600 Reduced 90.43%
4,400 $422,000
Q3 2022

Nov 01, 2022

BUY
$73.06 - $90.39 $3.08 Million - $3.81 Million
42,100 Added 1079.49%
46,000 $3.37 Million
Q2 2022

Aug 05, 2022

BUY
$77.79 - $98.42 $23,337 - $29,526
300 Added 8.33%
3,900 $310,000
Q1 2022

May 12, 2022

BUY
$89.51 - $99.06 $322,236 - $356,616
3,600 New
3,600 $353,000

Others Institutions Holding EMR

About EMERSON ELECTRIC CO


  • Ticker EMR
  • Exchange NYSE
  • Sector Industrials
  • Industry Specialty Industrial Machinery
  • Shares Outstandng 591,299,968
  • Market Cap $65.1B
  • 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...
More about EMR
Track This Portfolio

Track Beta Wealth Group, Inc. Portfolio

Follow Beta Wealth Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beta Wealth Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Beta Wealth Group, Inc. with notifications on news.