Icon Wealth 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 | $695K | Buy |
5,211
+126
| +2% | +$16.8K | 0.05% | 213 |
|
|
2025
Q1 | $558K | Buy |
5,085
+106
| +2% | +$11.6K | 0.05% | 206 |
|
|
2024
Q4 | $617K | Buy |
4,979
+887
| +22% | +$110K | 0.05% | 191 |
|
|
2024
Q3 | $448K | Buy |
4,092
+251
| +7% | +$27.5K | 0.04% | 221 |
|
|
2024
Q2 | $450K | Buy |
3,841
+2,341
| +156% | +$274K | 0.04% | 223 |
|
|
2024
Q1 | $170K | Buy |
+1,500
| New | +$170K | 0.02% | 363 |
|