Cerro Pacific Wealth Advisors’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 | $772K | Buy |
5,791
+151
| +3% | +$20.1K | 0.21% | 85 |
|
|
2025
Q1 | $699K | Sell |
5,640
-78
| -1% | -$9.67K | 0.23% | 83 |
|
|
2024
Q4 | $625K | Buy |
5,718
+428
| +8% | +$46.8K | 0.21% | 94 |
|
|
2024
Q3 | $583K | Hold |
5,290
| – | – | 0.22% | 91 |
|
|
2024
Q2 | $583K | Buy |
+5,290
| New | +$583K | 0.22% | 92 |
|
|
2023
Q1 | $407K | Sell |
4,674
-92
| -2% | -$8.02K | 0.23% | 102 |
|
|
2022
Q4 | $458K | Sell |
4,766
-18
| -0.4% | -$1.73K | 0.24% | 95 |
|
|
2022
Q3 | $350K | Buy |
4,784
+237
| +5% | +$17.3K | 0.21% | 115 |
|
|
2022
Q2 | $362K | Sell |
4,547
-883
| -16% | -$70.3K | 0.23% | 111 |
|
|
2022
Q1 | $532K | Buy |
5,430
+257
| +5% | +$25.2K | 0.33% | 90 |
|
|
2021
Q4 | $481K | Sell |
5,173
-401
| -7% | -$37.3K | 0.3% | 91 |
|
|
2021
Q3 | $525K | Sell |
5,574
-2,075
| -27% | -$195K | 0.38% | 90 |
|
|
2021
Q2 | $736K | Buy |
+7,649
| New | +$736K | 0.55% | 57 |
|
|
2020
Q4 | $899K | Buy |
+11,184
| New | +$899K | 0.54% | 57 |
|