Ledgewood 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 | $595K | Hold |
4,466
| – | – | 0.38% | 38 |
|
|
2025
Q1 | $490K | Sell |
4,466
-100
| -2% | -$11K | 0.32% | 40 |
|
|
2024
Q4 | $566K | Sell |
4,566
-500
| -10% | -$62K | 0.37% | 39 |
|
|
2024
Q3 | $554K | Hold |
5,066
| – | – | 0.37% | 34 |
|
|
2024
Q2 | $558K | Hold |
5,066
| – | – | 0.48% | 30 |
|
|
2024
Q1 | $575K | Hold |
5,066
| – | – | 0.53% | 29 |
|
|
2023
Q4 | $493K | Buy |
+5,066
| New | +$493K | 0.46% | 31 |
|