LifePlan Financial’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 | $1.03M | Buy |
7,720
+881
| +13% | +$117K | 0.85% | 37 |
|
|
2025
Q1 | $750K | Sell |
6,839
-1,866
| -21% | -$205K | 0.65% | 48 |
|
|
2024
Q4 | $1.08M | Buy |
8,705
+668
| +8% | +$82.8K | 0.95% | 29 |
|
|
2024
Q3 | $879K | Sell |
8,037
-472
| -6% | -$51.6K | 0.75% | 39 |
|
|
2024
Q2 | $937K | Sell |
8,509
-648
| -7% | -$71.4K | 0.86% | 35 |
|
|
2024
Q1 | $1.04M | Buy |
9,157
+790
| +9% | +$89.6K | 0.95% | 30 |
|
|
2023
Q4 | $814K | Buy |
+8,367
| New | +$814K | 0.82% | 41 |
|