Forza 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 | $2.36M | Sell |
17,668
-75
| -0.4% | -$10K | 0.97% | 32 |
|
|
2025
Q1 | $1.95M | Buy |
17,743
+30
| +0.2% | +$3.29K | 0.87% | 31 |
|
|
2024
Q4 | $2.2M | Buy |
17,713
+78
| +0.4% | +$9.67K | 1% | 29 |
|
|
2024
Q3 | $1.93M | Buy |
17,635
+475
| +3% | +$52K | 0.88% | 33 |
|
|
2024
Q2 | $1.89M | Hold |
17,160
| – | – | 0.97% | 30 |
|
|
2024
Q1 | $1.95M | Sell |
17,160
-100
| -0.6% | -$11.3K | 1.01% | 26 |
|
|
2023
Q4 | $1.68M | Sell |
17,260
-330
| -2% | -$32.1K | 0.93% | 31 |
|
|
2023
Q3 | $1.7M | Sell |
17,590
-125
| -0.7% | -$12.1K | 0.88% | 31 |
|
|
2023
Q2 | $1.6M | Buy |
17,715
+35
| +0.2% | +$3.16K | 0.81% | 32 |
|
|
2023
Q1 | $1.54M | Buy |
17,680
+852
| +5% | +$74.2K | 0.79% | 32 |
|
|
2022
Q4 | $1.62M | Buy |
+16,828
| New | +$1.62M | 1.07% | 27 |
|