GeoWealth 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 | $687K | Sell |
5,156
-19
| -0.4% | -$2.53K | 0.03% | 333 |
|
|
2025
Q1 | $567K | Sell |
5,175
-406
| -7% | -$44.5K | 0.02% | 397 |
|
|
2024
Q4 | $692K | Sell |
5,581
-340
| -6% | -$42.1K | 0.02% | 394 |
|
|
2024
Q3 | $648K | Sell |
5,921
-750
| -11% | -$82K | 0.02% | 413 |
|
|
2024
Q2 | $735K | Sell |
6,671
-6,987
| -51% | -$770K | 0.03% | 338 |
|
|
2024
Q1 | $1.55M | Buy |
13,658
+7,533
| +123% | +$854K | 0.06% | 217 |
|
|
2023
Q4 | $596K | Buy |
+6,125
| New | +$596K | 0.05% | 296 |
|