Compass Wealth Management’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 | $1.89M | Sell |
14,149
-276
| -2% | -$36.8K | 0.45% | 68 |
|
|
2025
Q1 | $1.58M | Sell |
14,425
-1,075
| -7% | -$118K | 0.4% | 74 |
|
|
2024
Q4 | $1.92M | Sell |
15,500
-710
| -4% | -$88K | 0.46% | 67 |
|
|
2024
Q3 | $1.77M | Sell |
16,210
-2,270
| -12% | -$248K | 0.42% | 73 |
|
|
2024
Q2 | $2.04M | Sell |
18,480
-100
| -0.5% | -$11K | 0.5% | 66 |
|
|
2024
Q1 | $2.11M | Sell |
18,580
-572
| -3% | -$64.9K | 0.53% | 68 |
|
|
2023
Q4 | $1.86M | Sell |
19,152
-1,040
| -5% | -$101K | 0.52% | 64 |
|
|
2023
Q3 | $1.95M | Sell |
20,192
-783
| -4% | -$75.6K | 0.61% | 54 |
|
|
2023
Q2 | $1.9M | Sell |
20,975
-325
| -2% | -$29.4K | 0.57% | 58 |
|
|
2023
Q1 | $1.86M | Sell |
21,300
-1,075
| -5% | -$93.7K | 0.59% | 59 |
|
|
2022
Q4 | $2.15M | Buy |
+22,375
| New | +$2.15M | 0.7% | 49 |
|