Synergy Asset Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-565
| Closed | -$61.8K | – | 281 |
|
|
2024
Q4 | $61.8K | Buy |
+565
| New | +$61.8K | ﹤0.01% | 259 |
|
|
2023
Q2 | – | Sell |
-51,337
| Closed | -$4.47M | – | 100 |
|
|
2023
Q1 | $4.47M | Buy |
51,337
+9,271
| +22% | +$808K | 1.07% | 30 |
|
|
2022
Q4 | $4.04M | Sell |
42,066
-184
| -0.4% | -$17.7K | 1.04% | 31 |
|
|
2022
Q3 | $3.09M | Buy |
42,250
+5,932
| +16% | +$434K | 0.83% | 34 |
|
|
2022
Q2 | $2.89M | Sell |
36,318
-2,703
| -7% | -$215K | 0.77% | 37 |
|
|
2022
Q1 | $3.83M | Buy |
39,021
+122
| +0.3% | +$12K | 0.92% | 35 |
|
|
2021
Q4 | $3.62M | Buy |
+38,899
| New | +$3.62M | 0.86% | 39 |
|