CIA
Concurrent Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.7M | Buy |
50,283
+154
| +0.3% | +$20.5K | 0.13% | 174 |
|
|
2025
Q1 | $5.5M | Buy |
50,129
+2,115
| +4% | +$232K | 0.13% | 166 |
|
|
2024
Q4 | $5.95M | Buy |
48,014
+6,101
| +15% | +$756K | 0.16% | 133 |
|
|
2024
Q3 | $4.58M | Buy |
41,913
+963
| +2% | +$105K | 0.14% | 160 |
|
|
2024
Q2 | $4.51M | Buy |
40,950
+11,533
| +39% | +$1.27M | 0.15% | 150 |
|
|
2024
Q1 | $3.34M | Sell |
29,417
-3,207
| -10% | -$364K | 0.13% | 166 |
|
|
2023
Q4 | $3.18M | Buy |
+32,624
| New | +$3.18M | 0.15% | 151 |
|