Holistic Financial 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 | $217K | Buy |
+1,627
| New | +$217K | 0.1% | 117 |
|
|
2024
Q2 | – | Sell |
-2,383
| Closed | -$270K | – | 128 |
|
|
2024
Q1 | $270K | Buy |
+2,383
| New | +$270K | 0.14% | 92 |
|
|
2018
Q2 | – | Sell |
-763
| Closed | -$52K | – | 141 |
|
|
2018
Q1 | $52K | Hold |
763
| – | – | 0.04% | 193 |
|
|
2017
Q4 | $53K | Buy |
+763
| New | +$53K | 0.04% | 192 |
|