Balboa Wealth Partners’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $351K | Buy |
2,635
+483
| +22% | +$64.4K | 0.07% | 218 |
|
|
2025
Q1 | $236K | Sell |
2,152
-243
| -10% | -$26.6K | 0.06% | 235 |
|
|
2024
Q4 | $297K | Sell |
2,395
-31
| -1% | -$3.84K | 0.07% | 211 |
|
|
2024
Q3 | $265K | Sell |
2,426
-648
| -21% | -$70.9K | 0.07% | 201 |
|
|
2024
Q2 | $339K | Buy |
3,074
+477
| +18% | +$52.5K | 0.09% | 174 |
|
|
2024
Q1 | $295K | Sell |
2,597
-29
| -1% | -$3.29K | 0.09% | 168 |
|
|
2023
Q4 | $256K | Sell |
2,626
-411
| -14% | -$40K | 0.08% | 184 |
|
|
2023
Q3 | $293K | Sell |
3,037
-162
| -5% | -$15.6K | 0.11% | 160 |
|
|
2023
Q2 | $289K | Buy |
+3,199
| New | +$289K | 0.1% | 168 |
|
|
2023
Q1 | – | Sell |
-2,748
| Closed | -$264K | – | 306 |
|
|
2022
Q4 | $264K | Buy |
+2,748
| New | +$264K | 0.12% | 174 |
|