Coastal Bridge 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 | $648K | Buy |
+4,862
| New | +$648K | 0.05% | 258 |
|
2025
Q1 | – | Sell |
-2,346
| Closed | -$291K | – | 296 |
|
2024
Q4 | $291K | Hold |
2,346
| – | – | 0.07% | 120 |
|
2024
Q3 | $257K | Hold |
2,346
| – | – | 0.06% | 138 |
|
2024
Q2 | $258K | Buy |
+2,346
| New | +$258K | 0.06% | 124 |
|
2022
Q2 | – | Sell |
-2,139
| Closed | -$210K | – | 170 |
|
2022
Q1 | $210K | Buy |
+2,139
| New | +$210K | 0.05% | 148 |
|