Stiles Financial Services’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 | $346K | Buy |
2,595
+174
| +7% | +$23.2K | 0.12% | 136 |
|
|
2025
Q1 | $266K | Sell |
2,421
-439
| -15% | -$48.2K | 0.1% | 148 |
|
|
2024
Q4 | $354K | Buy |
2,860
+60
| +2% | +$7.44K | 0.13% | 134 |
|
|
2024
Q3 | $306K | Sell |
2,800
-51
| -2% | -$5.58K | 0.11% | 146 |
|
|
2024
Q2 | $314K | Buy |
2,851
+408
| +17% | +$45K | 0.12% | 137 |
|
|
2024
Q1 | $277K | Buy |
2,443
+207
| +9% | +$23.5K | 0.11% | 150 |
|
|
2023
Q4 | $218K | Sell |
2,236
-16
| -0.7% | -$1.56K | 0.1% | 159 |
|
|
2023
Q3 | $217K | Buy |
2,252
+9
| +0.4% | +$869 | 0.11% | 163 |
|
|
2023
Q2 | $203K | Buy |
+2,243
| New | +$203K | 0.1% | 181 |
|
|
2023
Q1 | – | Sell |
-2,383
| Closed | -$229K | – | 186 |
|
|
2022
Q4 | $229K | Buy |
+2,383
| New | +$229K | 0.13% | 156 |
|
|
2022
Q2 | – | Sell |
-2,772
| Closed | -$272K | – | 178 |
|
|
2022
Q1 | $272K | Sell |
2,772
-30
| -1% | -$2.94K | 0.14% | 144 |
|
|
2021
Q4 | $261K | Buy |
+2,802
| New | +$261K | 0.13% | 152 |
|