Trifecta Capital Advisors’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 | $104K | Sell |
778
-146
| -16% | -$19.5K | 0.02% | 143 |
|
|
2025
Q1 | $101K | Hold |
924
| – | – | 0.02% | 105 |
|
|
2024
Q4 | $115K | Hold |
924
| – | – | 0.02% | 101 |
|
|
2024
Q3 | $101K | Sell |
924
-250
| -21% | -$27.3K | 0.02% | 108 |
|
|
2024
Q2 | $129K | Buy |
1,174
+1,050
| +847% | +$116K | 0.03% | 98 |
|
|
2024
Q1 | $14.1K | Hold |
124
| – | – | ﹤0.01% | 192 |
|
|
2023
Q4 | $12.1K | Hold |
124
| – | – | ﹤0.01% | 198 |
|
|
2023
Q3 | $12K | Hold |
124
| – | – | ﹤0.01% | 207 |
|
|
2023
Q2 | $11.2K | Hold |
124
| – | – | ﹤0.01% | 204 |
|
|
2023
Q1 | $10.8K | Hold |
124
| – | – | ﹤0.01% | 209 |
|
|
2022
Q4 | $11.9K | Buy |
+124
| New | +$11.9K | ﹤0.01% | 191 |
|