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 |
|