Beta 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
Q2 | $535K | Sell |
4,011
-999
| -20% | -$133K | 0.2% | 66 |
|
|
2025
Q1 | $549K | Buy |
5,010
+402
| +9% | +$44.1K | 0.2% | 62 |
|
|
2024
Q4 | $571K | Sell |
4,608
-601
| -12% | -$74.5K | 0.25% | 62 |
|
|
2024
Q3 | $570K | Buy |
5,209
+1,097
| +27% | +$120K | 0.26% | 66 |
|
|
2024
Q2 | $453K | Buy |
4,112
+1,505
| +58% | +$166K | 0.21% | 74 |
|
|
2024
Q1 | $296K | Sell |
2,607
-2,398
| -48% | -$272K | 0.14% | 87 |
|
|
2023
Q4 | $487K | Buy |
5,005
+303
| +6% | +$29.5K | 0.26% | 62 |
|
|
2023
Q3 | $454K | Sell |
4,702
-1,198
| -20% | -$116K | 0.27% | 68 |
|
|
2023
Q2 | $533K | Buy |
+5,900
| New | +$533K | 0.31% | 57 |
|
|
2023
Q1 | – | Sell |
-4,400
| Closed | -$423K | – | 105 |
|
|
2022
Q4 | $423K | Sell |
4,400
-41,600
| -90% | -$4M | 0.28% | 60 |
|
|
2022
Q3 | $3.37M | Buy |
46,000
+42,100
| +1,079% | +$3.08M | 2.43% | 13 |
|
|
2022
Q2 | $310K | Buy |
3,900
+300
| +8% | +$23.8K | 0.21% | 60 |
|
|
2022
Q1 | $353K | Buy |
+3,600
| New | +$353K | 0.24% | 59 |
|