Holistic Planning’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 | $371K | Sell |
2,783
-3
| -0.1% | -$400 | 0.11% | 151 |
|
|
2025
Q1 | $305K | Buy |
2,786
+15
| +0.5% | +$1.65K | 0.1% | 139 |
|
|
2024
Q4 | $343K | Sell |
2,771
-214
| -7% | -$26.5K | 0.12% | 117 |
|
|
2024
Q3 | $326K | Sell |
2,985
-66
| -2% | -$7.22K | 0.14% | 108 |
|
|
2024
Q2 | $346K | Hold |
3,051
| – | – | 0.27% | 76 |
|
|
2024
Q1 | $346K | Sell |
3,051
-10
| -0.3% | -$1.13K | 0.26% | 76 |
|
|
2023
Q4 | $298K | Buy |
+3,061
| New | +$298K | 0.25% | 86 |
|