Beta Wealth Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $604K | Buy |
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|
2025
Q2 | $535K | Sell |
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|
2025
Q1 | $549K | Buy |
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|
2024
Q4 | $571K | Sell |
|
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|
2024
Q3 | $570K | Buy |
|
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|
2024
Q2 | $453K | Buy |
|
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $487K | Buy |
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|
2023
Q3 | $454K | Sell |
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|
2023
Q2 | $533K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $423K | Sell |
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|
2022
Q3 | $3.37M | Buy |
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|
2022
Q2 | $310K | Buy |
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|
2022
Q1 | $353K | Buy |
|