Tilia Fiduciary Partners’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 | $708K | Sell |
5,309
-3,003
| -36% | -$400K | 0.43% | 68 |
|
|
2025
Q1 | $911K | Buy |
+8,312
| New | +$911K | 0.61% | 54 |
|
|
2023
Q3 | – | Sell |
-1,449
| Closed | -$131K | – | 211 |
|
|
2023
Q2 | $131K | Sell |
1,449
-148
| -9% | -$13.4K | 0.12% | 112 |
|
|
2023
Q1 | $139K | Sell |
1,597
-101
| -6% | -$8.8K | 0.13% | 115 |
|
|
2022
Q4 | $163K | Buy |
1,698
+2
| +0.1% | +$192 | 0.16% | 107 |
|
|
2022
Q3 | $132K | Buy |
1,696
+3
| +0.2% | +$233 | 0.13% | 114 |
|
|
2022
Q2 | $134K | Hold |
1,693
| – | – | 0.13% | 116 |
|
|
2022
Q1 | $166K | Buy |
1,693
+151
| +10% | +$14.8K | 0.14% | 114 |
|
|
2021
Q4 | $143K | Buy |
+1,542
| New | +$143K | 0.11% | 127 |
|