Kingswood 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 | $745K | Buy |
5,588
+1,418
| +34% | +$189K | 0.06% | 317 |
|
|
2025
Q1 | $457K | Sell |
4,170
-741
| -15% | -$81.3K | 0.04% | 419 |
|
|
2024
Q4 | $609K | Sell |
4,911
-67
| -1% | -$8.3K | 0.05% | 388 |
|
|
2024
Q3 | $544K | Buy |
4,978
+309
| +7% | +$33.8K | 0.04% | 437 |
|
|
2024
Q2 | $514K | Buy |
4,669
+250
| +6% | +$27.5K | 0.05% | 382 |
|
|
2024
Q1 | $501K | Buy |
4,419
+445
| +11% | +$50.5K | 0.06% | 346 |
|
|
2023
Q4 | $387K | Buy |
+3,974
| New | +$387K | 0.04% | 403 |
|