Phillips Wealth Planners’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 | $461K | Buy |
3,326
+940
| +39% | +$130K | 0.42% | 76 |
|
|
2025
Q1 | $240K | Sell |
2,386
-45
| -2% | -$4.52K | 0.25% | 148 |
|
|
2024
Q4 | $287K | Buy |
2,431
+534
| +28% | +$63K | 0.29% | 122 |
|
|
2024
Q3 | $210K | Sell |
1,897
-41
| -2% | -$4.53K | 0.2% | 182 |
|
|
2024
Q2 | $216K | Sell |
1,938
-759
| -28% | -$84.6K | 0.23% | 163 |
|
|
2024
Q1 | $301K | Buy |
+2,697
| New | +$301K | 0.35% | 109 |
|