Simplicity Wealth’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 | $2.82M | Buy |
21,172
+8,141
| +62% | +$1.09M | 0.12% | 170 |
|
|
2025
Q1 | $1.43M | Buy |
+13,031
| New | +$1.43M | 0.11% | 198 |
|
|
2024
Q4 | – | Sell |
-10,725
| Closed | -$1.17M | – | 396 |
|
|
2024
Q3 | $1.17M | Sell |
10,725
-22,892
| -68% | -$2.5M | 0.11% | 172 |
|
|
2024
Q2 | $3.7M | Sell |
33,617
-59
| -0.2% | -$6.5K | 0.08% | 238 |
|
|
2024
Q1 | $3.82M | Buy |
33,676
+27,807
| +474% | +$3.15M | 0.09% | 226 |
|
|
2023
Q4 | $571K | Buy |
+5,869
| New | +$571K | 0.22% | 80 |
|