Mount Yale Investment 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 | $530K | Sell |
3,972
-1,386
| -26% | -$185K | 0.04% | 328 |
|
|
2025
Q1 | $587K | Sell |
5,358
-310
| -5% | -$34K | 0.05% | 296 |
|
|
2024
Q4 | $702K | Buy |
5,668
+2,283
| +67% | +$283K | 0.06% | 275 |
|
|
2024
Q3 | $370K | Buy |
+3,385
| New | +$370K | 0.04% | 386 |
|
|
2018
Q4 | – | Sell |
-1,010
| Closed | -$71K | – | 448 |
|
|
2018
Q3 | $71K | Sell |
1,010
-357
| -26% | -$25.1K | 0.01% | 538 |
|
|
2018
Q2 | $95K | Buy |
1,367
+56
| +4% | +$3.89K | 0.02% | 473 |
|
|
2018
Q1 | $90K | Buy |
+1,311
| New | +$90K | 0.02% | 488 |
|