Beta Wealth Group, Inc. Emerson Electric CO Transaction History

Beta Wealth Group, Inc.

$203 Million
Q3 2024

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 5,209 shares of EMR stock, worth $658,365. This represents 0.28% of its overall portfolio holdings.

Number of Shares

5,209

Previous 4,112 26.68%

Holding current value

$658,365

Previous $452,000 25.88%

% of portfolio

0.28%

Previous 0.23%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$98.19 - $118.87 $107,714 - $130,400	1,097 Added 26.68%	5,209 $569,000
Q2 2024 Aug 12, 2024	BUY	$105.97 - $115.59 $159,484 - $173,962	1,505 Added 57.73%	4,112 $452,000
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

# 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 $74.7B
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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Beta Wealth Group, Inc. Emerson Electric CO Transaction History