Trek 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 | $1.28M | Buy |
9,595
+654
| +7% | +$87.2K | 0.09% | 191 |
|
|
2025
Q1 | $980K | Buy |
8,941
+1,208
| +16% | +$132K | 0.07% | 185 |
|
|
2024
Q4 | $958K | Buy |
7,733
+2,243
| +41% | +$278K | 0.07% | 197 |
|
|
2024
Q3 | $600K | Buy |
5,490
+891
| +19% | +$97.4K | 0.04% | 226 |
|
|
2024
Q2 | $507K | Sell |
4,599
-192
| -4% | -$21.2K | 0.04% | 227 |
|
|
2024
Q1 | $543K | Buy |
+4,791
| New | +$543K | 0.04% | 221 |
|