Summit Financial Wealth Advisors, LLC Emerson Electric CO Transaction History

Summit Financial Wealth Advisors, LLC

$440 Million
Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 2,000 shares of EMR stock, worth $258,399. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,000

Previous 2,000 -0.0%

Holding current value

$258,399

Previous $226,000 2.65%

% of portfolio

0.05%

Previous 0.05%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 02, 2024	BUY	$91.73 - $113.45 $183,460 - $226,900	2,000 New	2,000 $226,000
Q4 2022 Jan 17, 2023	BUY	$75.54 - $98.1 $162,713 - $211,307	2,154 New	2,154 $0
Q1 2020 Apr 29, 2020	SELL	$38.08 - $77.87 $2.68 Million - $5.49 Million	-70,484 Closed	0 $0
Q4 2019 Jan 28, 2020	BUY	$63.16 - $76.97 $285,167 - $347,519	4,515 Added 6.84%	70,484 $5.2 Million
Q3 2019 Nov 05, 2019	BUY	$56.41 - $67.29 $186,999 - $223,066	3,315 Added 5.29%	65,969 $4.42 Million
Q2 2019 Jul 16, 2019	BUY	$60.24 - $73.16 $779,686 - $946,909	12,943 Added 26.04%	62,654 $4.18 Million
Q1 2019 May 01, 2019	BUY	$58.46 - $69.26 $36,771 - $43,564	629 Added 1.28%	49,711 $3.52 Million
Q4 2018 Feb 01, 2019	SELL	$55.49 - $78.52 $364,957 - $516,426	-6,577 Reduced 11.82%	49,082 $2.93 Million
Q3 2018 Oct 22, 2018	BUY	$67.89 - $78.41 $360,835 - $416,749	5,315 Added 10.56%	55,659 $3.98 Million
Q2 2018 Jul 06, 2018	SELL	$66.19 - $74.08 $60,630 - $67,857	-916 Reduced 1.79%	50,344 $3.44 Million
Q1 2018 Apr 09, 2018	BUY	$66.4 - $74.05 $1.36 Million - $1.52 Million	20,495 Added 66.62%	51,260 $3.5 Million
Q1 2018 Apr 06, 2018	SELL	$66.4 - $74.05 $772,497 - $861,497	-11,634 Reduced 27.44%	30,765 $2.1 Million
Q4 2017 Feb 05, 2018	BUY	$59.02 - $69.98 $321,245 - $380,901	5,443 Added 14.73%	42,399 $2.96 Million
Q3 2017 Nov 06, 2017	BUY	$58.0 - $63.89 $573,388 - $631,616	9,886 Added 36.52%	36,956 $2.32 Million
Q2 2017 Aug 14, 2017	BUY	N/A	27,070	27,070 $1.61 Million

Others Institutions Holding EMR

# of Institutions

2,142

Shares Held

448M

Call Options Held

3.77M

Put Options Held

2.55M

View Full List

About EMERSON ELECTRIC CO

Ticker EMR
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 591,299,968
Market Cap $76.4B
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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Summit Financial Wealth Advisors, LLC Emerson Electric CO Transaction History