Heritage Wealth Advisors Emerson Electric CO Transaction History

Heritage Wealth Advisors

$2.03 Billion
Q2 2025

A detailed history of Heritage Wealth Advisors transactions in Emerson Electric CO stock. As of the latest transaction made, Heritage Wealth Advisors holds 5,957 shares of EMR stock, worth $815,036. This represents 0.04% of its overall portfolio holdings.

Number of Shares

5,957

Previous 5,957 -0.0%

Holding current value

$815,036

Previous $653,000 21.59%

% of portfolio

0.04%

Previous 0.03%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$108.13 - $134.33 $2,162 - $2,686	-20 Reduced 0.33%	5,957 $738,000
Q3 2024 Nov 12, 2024	BUY	$98.19 - $118.87 $1,963 - $2,377	20 Added 0.34%	5,977 $653,000
Q2 2024 Dec 12, 2024	SELL	$105.97 - $115.59 $63,582 - $69,354	-600 Reduced 9.15%	5,957 $656,000
Q2 2024 Aug 05, 2024	SELL	$105.97 - $115.59 $63,582 - $69,354	-600 Reduced 9.15%	5,957 $656,000
Q1 2024 Dec 12, 2024	SELL	$91.73 - $113.45 $27,519 - $34,035	-300 Reduced 4.38%	6,557 $743,000
Q1 2024 May 08, 2024	SELL	$91.73 - $113.45 $31,096 - $38,459	-339 Reduced 4.92%	6,557 $743,000
Q4 2023 Feb 09, 2024	BUY	$84.75 - $97.6 $3,305 - $3,806	39 Added 0.57%	6,896 $671,000
Q2 2023 Dec 12, 2024	BUY	$77.68 - $90.39 $68,358 - $79,543	880 Added 14.72%	6,857 $619,000
Q2 2023 Aug 09, 2023	SELL	$77.68 - $90.39 $28,741 - $33,444	-370 Reduced 5.12%	6,857 $619,000
Q1 2023 May 04, 2023	SELL	$80.53 - $98.23 $80,530 - $98,230	-1,000 Reduced 12.16%	7,227 $629,000
Q3 2022 Dec 12, 2024	BUY	$73.06 - $90.39 $164,385 - $203,377	2,250 Added 37.64%	8,227 $602,000
Q3 2022 Nov 10, 2022	SELL	$73.06 - $90.39 $8,474 - $10,485	-116 Reduced 1.39%	8,227 $602,000
Q2 2022 Aug 04, 2022	BUY	$77.79 - $98.42 $190,196 - $240,636	2,445 Added 41.45%	8,343 $664,000
Q1 2022 May 11, 2022	SELL	$89.51 - $99.06 $10,741 - $11,887	-120 Reduced 1.99%	5,898 $578,000
Q4 2021 Feb 02, 2022	BUY	$86.79 - $100.15 $260 - $300	3 Added 0.05%	6,018 $559,000
Q2 2021 Aug 09, 2021	SELL	$90.41 - $98.61 $27,032 - $29,484	-299 Reduced 4.74%	6,015 $578,000
Q2 2021 Jul 27, 2021	SELL	$90.41 - $98.61 $90 - $98	-1 Reduced 0.02%	6,314 $507,000
Q1 2021 Apr 27, 2021	BUY	$78.01 - $92.2 $78 - $92	1 Added 0.02%	6,315 $569,000
Q4 2020 Feb 01, 2021	BUY	$64.44 - $82.44 $5,477 - $7,007	85 Added 1.36%	6,314 $507,000
Q3 2020 Nov 03, 2020	BUY	$59.47 - $71.79 $37,406 - $45,155	629 Added 11.23%	6,229 $408,000
Q2 2020 Jul 17, 2020	BUY	$45.7 - $69.33 $165,022 - $250,350	3,611 Added 181.55%	5,600 $347,000
Q2 2020 Jul 17, 2020	SELL	$45.7 - $69.33 $165,022 - $250,350	-3,611 Reduced 64.48%	1,989 $347,000
Q1 2020 May 05, 2020	SELL	$38.08 - $77.87 $73,494 - $150,289	-1,930 Reduced 25.63%	5,600 $266,000
Q3 2019 Oct 30, 2019	BUY	$56.41 - $67.29 $84,615 - $100,935	1,500 Added 24.88%	7,530 $503,000
Q2 2019 Aug 05, 2019	BUY	$60.24 - $73.16 $25,903 - $31,458	430 Added 7.68%	6,030 $0
Q3 2017 Nov 07, 2017	BUY	$58.0 - $63.89 $324,800 - $357,784	5,600	5,600 $353,000

Others Institutions Holding EMR

# of Institutions

2,406

Shares Held

458M

Call Options Held

3.86M

Put Options Held

1.52M

View Full List

About EMERSON ELECTRIC CO

Ticker EMR
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 591,299,968
Market Cap $80.9B
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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Heritage Wealth Advisors Emerson Electric CO Transaction History