Altus Wealth Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,858
| Closed | -$230K | – | 140 |
|
|
2024
Q4 | $230K | Buy |
1,858
+16
| +0.9% | +$1.98K | 0.1% | 130 |
|
|
2024
Q3 | $201K | Buy |
1,842
+18
| +1% | +$1.97K | 0.09% | 138 |
|
|
2024
Q2 | $201K | Hold |
1,824
| – | – | 0.1% | 127 |
|
|
2024
Q1 | $207K | Sell |
1,824
-495
| -21% | -$56.1K | 0.1% | 133 |
|
|
2023
Q4 | $226K | Hold |
2,319
| – | – | 0.13% | 124 |
|
|
2023
Q3 | $224K | Hold |
2,319
| – | – | 0.14% | 115 |
|
|
2023
Q2 | $210K | Hold |
2,319
| – | – | 0.13% | 128 |
|
|
2023
Q1 | $202K | Buy |
2,319
+100
| +5% | +$8.71K | 0.14% | 125 |
|
|
2022
Q4 | $213K | Buy |
+2,219
| New | +$213K | 0.16% | 124 |
|
|
2021
Q1 | – | Sell |
-324
| Closed | -$26K | – | 356 |
|
|
2020
Q4 | $26K | Buy |
+324
| New | +$26K | 0.02% | 317 |
|