Symphony Financial’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 | $333K | Buy |
+2,780
| New | +$333K | 0.04% | 187 |
|
|
2025
Q1 | – | Sell |
-2,508
| Closed | -$325K | – | 132 |
|
|
2024
Q4 | $325K | Sell |
2,508
-226
| -8% | -$29.3K | 0.05% | 167 |
|
|
2024
Q3 | $299K | Sell |
2,734
-24
| -0.9% | -$2.62K | 0.05% | 185 |
|
|
2024
Q2 | $299K | Sell |
2,758
-32
| -1% | -$3.47K | 0.05% | 173 |
|
|
2024
Q1 | $316K | Sell |
2,790
-106
| -4% | -$12K | 0.07% | 148 |
|
|
2023
Q4 | $270K | Sell |
2,896
-6,218
| -68% | -$580K | 0.06% | 171 |
|
|
2023
Q3 | $872K | Buy |
9,114
+312
| +4% | +$29.9K | 0.21% | 82 |
|
|
2023
Q2 | $785K | Sell |
8,802
-1,069
| -11% | -$95.4K | 0.19% | 98 |
|
|
2023
Q1 | $845K | Buy |
9,871
+535
| +6% | +$45.8K | 0.22% | 91 |
|
|
2022
Q4 | $891K | Sell |
9,336
-15,527
| -62% | -$1.48M | 0.24% | 80 |
|
|
2022
Q3 | $1.85M | Buy |
24,863
+996
| +4% | +$73.9K | 0.6% | 44 |
|
|
2022
Q2 | $1.92M | Sell |
23,867
-368
| -2% | -$29.6K | 0.57% | 38 |
|
|
2022
Q1 | $2.32M | Buy |
24,235
+1,723
| +8% | +$165K | 0.55% | 38 |
|
|
2021
Q4 | $2.07M | Buy |
22,512
+1,421
| +7% | +$130K | 0.57% | 38 |
|
|
2021
Q3 | $2.02M | Sell |
21,091
-45
| -0.2% | -$4.3K | 0.7% | 30 |
|
|
2021
Q2 | $2.03M | Buy |
+21,136
| New | +$2.03M | 0.69% | 34 |
|