Cascade Financial 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
$450K Hold
3,372
0.05% 169
2025
Q1
$370K Sell
3,372
-10
-0.3% -$1.1K 0.05% 180
2024
Q4
$419K Hold
3,382
0.05% 153
2024
Q3
$370K Sell
3,382
-214
-6% -$23.4K 0.05% 168
2024
Q2
$396K Buy
3,596
+125
+4% +$13.8K 0.05% 157
2024
Q1
$391K Buy
+3,471
New +$391K 0.06% 150