Lifeworks 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
Q1 | – | Sell |
-3,659
| Closed | -$453K | – | 310 |
|
|
2024
Q4 | $453K | Sell |
3,659
-558
| -13% | -$69.1K | 0.08% | 180 |
|
|
2024
Q3 | $461K | Buy |
4,217
+558
| +15% | +$61K | 0.09% | 172 |
|
|
2024
Q2 | $403K | Sell |
3,659
-522
| -12% | -$57.5K | 0.11% | 149 |
|
|
2024
Q1 | $474K | Sell |
4,181
-445
| -10% | -$50.5K | 0.13% | 131 |
|
|
2023
Q4 | $450K | Sell |
4,626
-360
| -7% | -$35K | 0.16% | 125 |
|
|
2023
Q3 | $482K | Buy |
4,986
+2,643
| +113% | +$255K | 0.19% | 124 |
|
|
2023
Q2 | $212K | Buy |
+2,343
| New | +$212K | 0.09% | 152 |
|