Sound Financial Strategies Group’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $694K | Sell |
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|
2025
Q2 | $881K | Buy |
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|
2025
Q1 | $676K | Sell |
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|
2024
Q4 | $922K | Buy |
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|
2024
Q3 | $725K | Buy |
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|
2024
Q2 | $714K | Buy |
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|
2024
Q1 | $690K | Sell |
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|
2023
Q4 | $599K | Sell |
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|
2023
Q3 | $917K | Sell |
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|
2023
Q2 | $917K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $849K | Buy |
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|
2021
Q4 | $589K | Sell |
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|
2021
Q3 | $608K | Sell |
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|
2021
Q2 | $625K | Sell |
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|
2021
Q1 | $602K | Buy |
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