AllSquare Wealth Management’s Emerson Electric EMR Stock Holding History

AllSquare Wealth Management’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$80.4K	Sell	603 -100	-14%	-$13.3K	0.05%	173
2025 Q1	$77.1K	Hold	703	–	–	0.05%	169
2024 Q4	$87.1K	Hold	703	–	–	0.05%	163
2024 Q3	$76.9K	Hold	703	–	–	0.04%	172
2024 Q2	$77.4K	Hold	703	–	–	0.05%	171
2024 Q1	$79.7K	Hold	703	–	–	0.05%	175
2023 Q4	$68.4K	Hold	703	–	–	0.04%	182
2023 Q3	$67.9K	Hold	703	–	–	0.04%	171
2023 Q2	$55.1K	Hold	703	–	–	0.04%	193
2023 Q1	$61.3K	Hold	703	–	–	0.04%	185
2022 Q4	$67.5K	Hold	703	–	–	0.05%	171
2022 Q3	$51K	Hold	703	–	–	0.04%	183
2022 Q2	$56K	Hold	703	–	–	0.04%	183
2022 Q1	$69K	Hold	703	–	–	0.04%	184
2021 Q4	$65K	Hold	703	–	–	0.04%	190
2021 Q3	$66K	Hold	703	–	–	0.04%	192
2021 Q2	$68K	Hold	703	–	–	0.04%	195
2021 Q1	$63K	Hold	703	–	–	0.04%	191
2020 Q4	$57K	Sell	703 -105	-13%	-$8.51K	0.04%	188
2020 Q3	$53K	Hold	808	–	–	0.04%	184
2020 Q2	$50K	Hold	808	–	–	0.04%	179
2020 Q1	$39K	Hold	808	–	–	0.03%	178
2019 Q4	$62K	Hold	808	–	–	0.04%	165
2019 Q3	$54K	Hold	808	–	–	0.04%	178
2019 Q2	$54K	Hold	808	–	–	0.04%	177
2019 Q1	$55K	Hold	808	–	–	0.04%	173
2018 Q4	$48K	Hold	808	–	–	0.04%	166
2018 Q3	$62K	Hold	808	–	–	0.05%	161
2018 Q2	$56K	Buy	808 +708	+708%	+$49.1K	0.04%	166
2018 Q1	$7K	Hold	100	–	–	0.01%	299
2017 Q4	$7K	Hold	100	–	–	0.01%	303
2017 Q3	$6K	Buy	+100	New	+$6K	﹤0.01%	294
2017 Q2	–	Sell	-100	Closed	-$6K	–	218
2017 Q1	$6K	Hold	100	–	–	0.01%	286
2016 Q4	$6K	Hold	100	–	–	0.01%	263
2016 Q3	$5K	Hold	100	–	–	﹤0.01%	261
2016 Q2	$5K	Hold	100	–	–	0.01%	246
2016 Q1	$5K	Hold	100	–	–	0.01%	246
2015 Q4	$5K	Hold	100	–	–	0.01%	245
2015 Q3	$4K	Hold	100	–	–	﹤0.01%	262
2015 Q2	$6K	Hold	100	–	–	0.01%	260
2015 Q1	$6K	Hold	100	–	–	0.01%	260
2014 Q4	$6K	Buy	+100	New	+$6K	0.01%	257