Newton One Investments’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 | $52.3K | Buy |
392
+1
| +0.3% | +$133 | 0.02% | 66 |
|
2025
Q1 | $42.8K | Buy |
391
+2
| +0.5% | +$219 | 0.02% | 70 |
|
2024
Q4 | $48.2K | Buy |
+389
| New | +$48.2K | 0.02% | 66 |
|
2024
Q3 | – | Sell |
-385
| Closed | -$42.4K | – | 62 |
|
2024
Q2 | $42.4K | Buy |
385
+2
| +0.5% | +$220 | 0.02% | 65 |
|
2024
Q1 | $43.5K | Buy |
383
+2
| +0.5% | +$227 | 0.02% | 65 |
|
2023
Q4 | $37.1K | Sell |
381
-211
| -36% | -$20.6K | 0.02% | 69 |
|
2023
Q3 | $57.1K | Buy |
592
+3
| +0.5% | +$290 | 0.03% | 64 |
|
2023
Q2 | $53.2K | Buy |
589
+4
| +0.7% | +$361 | 0.03% | 64 |
|
2023
Q1 | $51K | Hold |
585
| – | – | 0.03% | 65 |
|
2022
Q4 | $56.2K | Sell |
585
-165
| -22% | -$15.9K | 0.04% | 64 |
|
2022
Q3 | $55K | Hold |
750
| – | – | 0.04% | 63 |
|
2022
Q2 | $60K | Hold |
750
| – | – | 0.04% | 62 |
|
2022
Q1 | $74K | Hold |
750
| – | – | 0.05% | 61 |
|
2021
Q4 | $70K | Hold |
750
| – | – | 0.05% | 61 |
|
2021
Q3 | $71K | Hold |
750
| – | – | 0.05% | 59 |
|
2021
Q2 | $72K | Buy |
+750
| New | +$72K | 0.06% | 60 |
|