Provenance Wealth 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
$177K Sell
1,324
-50
-4% -$6.67K 0.03% 127
2025
Q1
$151K Sell
1,374
-1,215
-47% -$133K 0.02% 147
2024
Q4
$321K Sell
2,589
-8,704
-77% -$1.08M 0.04% 116
2024
Q3
$1.24M Buy
11,293
+139
+1% +$15.2K 0.15% 54
2024
Q2
$1.23M Buy
11,154
+4
+0% +$441 0.17% 50
2024
Q1
$1.26M Buy
11,150
+145
+1% +$16.4K 0.18% 49
2023
Q4
$1.07M Buy
11,005
+55
+0.5% +$5.35K 0.14% 58
2023
Q3
$1.06M Buy
+10,950
New +$1.06M 0.17% 46