Mosaic Family Wealth Partners’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 | $1.82M | Sell |
13,617
-128
| -0.9% | -$17.1K | 0.23% | 50 |
|
|
2025
Q1 | $1.51M | Sell |
13,745
-27
| -0.2% | -$2.96K | 0.21% | 50 |
|
|
2024
Q4 | $1.71M | Sell |
13,772
-2,653
| -16% | -$329K | 0.25% | 45 |
|
|
2024
Q3 | $1.8M | Sell |
16,425
-217
| -1% | -$23.7K | 0.27% | 42 |
|
|
2024
Q2 | $1.83M | Sell |
16,642
-3,269
| -16% | -$360K | 0.29% | 39 |
|
|
2024
Q1 | $2.26M | Sell |
19,911
-114
| -0.6% | -$12.9K | 0.37% | 34 |
|
|
2023
Q4 | $1.95M | Sell |
20,025
-3,307
| -14% | -$322K | 0.34% | 38 |
|
|
2023
Q3 | $2.25M | Sell |
23,332
-90
| -0.4% | -$8.69K | 0.45% | 31 |
|
|
2023
Q2 | $2.12M | Sell |
23,422
-2,088
| -8% | -$189K | 0.42% | 34 |
|
|
2023
Q1 | $2.22M | Sell |
25,510
-124
| -0.5% | -$10.8K | 0.46% | 32 |
|
|
2022
Q4 | $2.46M | Buy |
+25,634
| New | +$2.46M | 0.69% | 24 |
|