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Cassaday & Co Wealth Management’s Emerson Electric EMR Stock Holding History

Cassaday & Co Wealth Management’s Portfolio EMR Stock Details EMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$207K Sell
1,550
-274
-15% -$36.5K 0.01% 319
2025
Q1 		$200K Sell
1,824
-888
-33% -$97.4K 0.01% 306
2024
Q4 		$336K Buy
2,712
+789
+41% +$97.8K 0.01% 240
2024
Q3 		$210K Buy
+1,923
New +$210K 0.01% 295