TriaGen Wealth 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
Q2 | $231K | Buy |
+1,731
| New | +$231K | 0.07% | 160 |
|
|
2025
Q1 | – | Sell |
-1,731
| Closed | -$215K | – | 174 |
|
|
2024
Q4 | $215K | Buy |
+1,731
| New | +$215K | 0.07% | 157 |
|
|
2024
Q3 | – | Sell |
-1,831
| Closed | -$202K | – | 175 |
|
|
2024
Q2 | $202K | Hold |
1,831
| – | – | 0.08% | 156 |
|
|
2024
Q1 | $208K | Buy |
+1,831
| New | +$208K | 0.09% | 154 |
|
|
2021
Q3 | – | Sell |
-2,076
| Closed | -$209K | – | 184 |
|
|
2021
Q2 | $209K | Buy |
+2,076
| New | +$209K | 0.11% | 177 |
|
|
2021
Q1 | – | Sell |
-2,576
| Closed | -$207K | – | 170 |
|
|
2020
Q4 | $207K | Buy |
+2,576
| New | +$207K | 0.12% | 164 |
|