Jeppson Wealth Management, LLC Emerson Electric CO Transaction History

Jeppson Wealth Management, LLC

$279 Million
Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 5,237 shares of EMR stock, worth $661,066. This represents 0.21% of its overall portfolio holdings.

Number of Shares

5,237

Previous 5,272 0.66%

Holding current value

$661,066

Previous $580,000 1.38%

% of portfolio

0.21%

Previous 0.22%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 04, 2024	SELL	$98.19 - $118.87 $3,436 - $4,160	-35 Reduced 0.66%	5,237 $572,000
Q2 2024 Aug 05, 2024	SELL	$105.97 - $115.59 $1,059 - $1,155	-10 Reduced 0.19%	5,272 $580,000
Q1 2024 Apr 17, 2024	SELL	$91.73 - $113.45 $4,586 - $5,672	-50 Reduced 0.94%	5,282 $599,000
Q4 2023 Jan 11, 2024	SELL	$84.75 - $97.6 $8,729 - $10,052	-103 Reduced 1.9%	5,332 $518,000
Q3 2023 Oct 25, 2023	BUY	$88.24 - $100.12 $882 - $1,001	10 Added 0.18%	5,435 $524,000
Q2 2023 Jul 31, 2023	BUY	$77.68 - $90.39 $29,829 - $34,709	384 Added 7.62%	5,425 $490,000
Q1 2023 Apr 27, 2023	BUY	$80.53 - $98.23 $70,061 - $85,460	870 Added 20.86%	5,041 $439,000
Q4 2022 Jan 27, 2023	SELL	$75.54 - $98.1 $21,302 - $27,664	-282 Reduced 6.33%	4,171 $0
Q3 2022 Oct 20, 2022	SELL	$73.06 - $90.39 $41,205 - $50,979	-564 Reduced 11.24%	4,453 $326,000
Q2 2022 Aug 03, 2022	BUY	$77.79 - $98.42 $208,321 - $263,568	2,678 Added 114.49%	5,017 $399,000
Q1 2022 Apr 27, 2022	BUY	$89.51 - $99.06 $209,363 - $231,701	2,339 New	2,339 $229,000
Q4 2020 Mar 05, 2021	SELL	$64.44 - $82.44 $77,972 - $99,752	-1,210 Closed	0 $0
Q3 2020 Nov 19, 2020	BUY	$59.47 - $71.79 $71,958 - $86,865	1,210 New	1,210 $79,000

Others Institutions Holding EMR

# of Institutions

2,147

Shares Held

432M

Call Options Held

4.23M

Put Options Held

3.01M

View Full List

About EMERSON ELECTRIC CO

Ticker EMR
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 591,299,968
Market Cap $74.6B
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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Jeppson Wealth Management, LLC Emerson Electric CO Transaction History