Cyndeo Wealth 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
Q2 | $439K | Sell |
3,292
-713
| -18% | -$95.1K | 0.03% | 322 |
|
|
2025
Q1 | $439K | Sell |
4,005
-47
| -1% | -$5.15K | 0.03% | 317 |
|
|
2024
Q4 | $502K | Buy |
4,052
+17
| +0.4% | +$2.11K | 0.03% | 297 |
|
|
2024
Q3 | $441K | Buy |
4,035
+177
| +5% | +$19.4K | 0.03% | 314 |
|
|
2024
Q2 | $425K | Buy |
3,858
+191
| +5% | +$21K | 0.03% | 296 |
|
|
2024
Q1 | $416K | Buy |
3,667
+9
| +0.2% | +$1.02K | 0.03% | 279 |
|
|
2023
Q4 | $356K | Hold |
3,658
| – | – | 0.03% | 289 |
|
|
2023
Q3 | $353K | Sell |
3,658
-18
| -0.5% | -$1.74K | 0.04% | 256 |
|
|
2023
Q2 | $332K | Sell |
3,676
-277
| -7% | -$25K | 0.03% | 256 |
|
|
2023
Q1 | $344K | Buy |
+3,953
| New | +$344K | 0.04% | 247 |
|