Fermata 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
$206K Buy
+1,548
New +$206K 0.06% 209
2024
Q3
Sell
-2,079
Closed -$229K 250
2024
Q2
$229K Sell
2,079
-892
-30% -$98.3K 0.05% 198
2024
Q1
$337K Buy
+2,971
New +$337K 0.08% 149