Paragon Private Wealth Management’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 | $298K | Sell |
2,234
-126
| -5% | -$16.8K | 0.12% | 161 |
|
|
2025
Q1 | $259K | Buy |
2,360
+168
| +8% | +$18.4K | 0.12% | 159 |
|
|
2024
Q4 | $272K | Buy |
+2,192
| New | +$272K | 0.13% | 147 |
|
|
2024
Q2 | – | Sell |
-10,046
| Closed | -$1.14M | – | 157 |
|
|
2024
Q1 | $1.14M | Hold |
10,046
| – | – | 0.68% | 46 |
|
|
2023
Q4 | $978K | Buy |
+10,046
| New | +$978K | 0.68% | 49 |
|
|
2023
Q1 | – | Sell |
-5,892
| Closed | -$566K | – | 132 |
|
|
2022
Q4 | $566K | Buy |
5,892
+1,477
| +33% | +$142K | 0.51% | 58 |
|
|
2022
Q3 | $373K | Buy |
+4,415
| New | +$373K | 0.36% | 81 |
|