Sandbox Financial Partners’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
Sell
-1,925
Closed -$211K 125
2025
Q1
$211K Sell
1,925
-17
-0.9% -$1.86K 0.07% 103
2024
Q4
$241K Buy
1,942
+97
+5% +$12K 0.08% 97
2024
Q3
$202K Buy
1,845
+9
+0.5% +$984 0.07% 106
2024
Q2
$202K Buy
1,836
+32
+2% +$3.52K 0.08% 95
2024
Q1
$205K Buy
+1,804
New +$205K 0.09% 94
2023
Q1
Sell
-2,168
Closed -$208K 95
2022
Q4
$208K Buy
+2,168
New +$208K 0.14% 77