Cape Investment Advisory’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 | $32.7K | Hold |
245
| – | – | 0.01% | 428 |
|
|
2025
Q1 | $26.8K | Sell |
245
-80
| -25% | -$8.77K | 0.01% | 429 |
|
|
2024
Q4 | $40.2K | Buy |
325
+12
| +4% | +$1.49K | 0.02% | 355 |
|
|
2024
Q3 | $34.2K | Buy |
313
+42
| +15% | +$4.6K | 0.01% | 372 |
|
|
2024
Q2 | $29.9K | Hold |
271
| – | – | 0.01% | 373 |
|
|
2024
Q1 | $30.7K | Sell |
271
-44
| -14% | -$4.99K | 0.01% | 378 |
|
|
2023
Q4 | $30.7K | Buy |
315
+188
| +148% | +$18.3K | 0.02% | 448 |
|
|
2023
Q3 | $12.3K | Hold |
127
| – | – | 0.01% | 525 |
|
|
2023
Q2 | $11.4K | Buy |
127
+24
| +23% | +$2.16K | 0.01% | 532 |
|
|
2023
Q1 | $8.97K | Buy |
+103
| New | +$8.97K | 0.01% | 562 |
|