Beverly Hills Private Wealth’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 | $340K | Sell |
2,551
-262
| -9% | -$34.9K | 0.06% | 238 |
|
|
2025
Q1 | $308K | Sell |
2,813
-317
| -10% | -$34.8K | 0.06% | 260 |
|
|
2024
Q4 | $388K | Sell |
3,130
-101
| -3% | -$12.5K | 0.08% | 205 |
|
|
2024
Q3 | $353K | Sell |
3,231
-541
| -14% | -$59.2K | 0.07% | 243 |
|
|
2024
Q2 | $416K | Sell |
3,772
-308
| -8% | -$33.9K | 0.09% | 208 |
|
|
2024
Q1 | $463K | Sell |
4,080
-227
| -5% | -$25.8K | 0.11% | 204 |
|
|
2023
Q4 | $419K | Buy |
4,307
+61
| +1% | +$5.94K | 0.11% | 198 |
|
|
2023
Q3 | $410K | Sell |
4,246
-4,600
| -52% | -$444K | 0.12% | 179 |
|
|
2023
Q2 | $845K | Buy |
8,846
+4,417
| +100% | +$422K | 0.14% | 158 |
|
|
2023
Q1 | $386K | Buy |
4,429
+342
| +8% | +$29.8K | 0.12% | 189 |
|
|
2022
Q4 | $393K | Buy |
+4,087
| New | +$393K | 0.17% | 132 |
|