Castleview 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
Q1 | – | Sell |
-1,290
| Closed | -$158K | – | 286 |
|
|
2024
Q4 | $158K | Buy |
1,290
+5
| +0.4% | +$611 | 0.08% | 207 |
|
|
2024
Q3 | $141K | Sell |
1,285
-33
| -3% | -$3.61K | 0.08% | 198 |
|
|
2024
Q2 | $145K | Sell |
1,318
-24
| -2% | -$2.64K | 0.08% | 202 |
|
|
2024
Q1 | $152K | Sell |
1,342
-34
| -2% | -$3.86K | 0.09% | 206 |
|
|
2023
Q4 | $134K | Buy |
1,376
+406
| +42% | +$39.5K | 0.09% | 169 |
|
|
2023
Q3 | $93.7K | Buy |
970
+868
| +851% | +$83.8K | 0.09% | 184 |
|
|
2023
Q2 | $9.21K | Buy |
102
+23
| +29% | +$2.08K | 0.01% | 445 |
|
|
2023
Q1 | $6.92K | Hold |
79
| – | – | 0.01% | 463 |
|
|
2022
Q4 | $7.58K | Buy |
+79
| New | +$7.58K | 0.01% | 401 |
|
|
2022
Q1 | – | Sell |
-64,429
| Closed | -$693 | – | 800 |
|
|
2021
Q4 | $693 | Buy |
+64,429
| New | +$693 | 0.01% | 456 |
|
|
2021
Q2 | $374K | Buy |
+3,883
| New | +$374K | 0.16% | 129 |
|