TFA
Trinity Financial Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $470K | Hold |
3,523
| – | – | 0.14% | 57 |
|
|
2025
Q1 | $359K | Hold |
3,523
| – | – | 0.13% | 58 |
|
|
2024
Q4 | $430K | Hold |
3,523
| – | – | 0.16% | 49 |
|
|
2024
Q3 | $408K | Hold |
3,523
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $388K | Hold |
3,523
| – | – | 0.17% | 55 |
|
|
2024
Q1 | $400K | Hold |
3,523
| – | – | 0.18% | 46 |
|
|
2023
Q4 | $343K | Hold |
3,523
| – | – | 0.17% | 52 |
|
|
2023
Q3 | $340K | Sell |
3,523
-108
| -3% | -$10.4K | 0.18% | 50 |
|
|
2023
Q2 | $328K | Buy |
3,631
+108
| +3% | +$9.76K | 0.18% | 54 |
|
|
2023
Q1 | $307K | Sell |
3,523
-100
| -3% | -$8.71K | 0.19% | 52 |
|
|
2022
Q4 | $348K | Hold |
3,623
| – | – | 0.23% | 44 |
|
|
2022
Q3 | $265K | Buy |
+3,623
| New | +$265K | 0.19% | 54 |
|
|
2022
Q2 | – | Sell |
-3,623
| Closed | -$355K | – | 32 |
|
|
2022
Q1 | $355K | Hold |
3,623
| – | – | 0.22% | 45 |
|
|
2021
Q4 | $337K | Buy |
3,623
+100
| +3% | +$9.3K | 0.2% | 43 |
|
|
2021
Q3 | $332K | Hold |
3,523
| – | – | 0.22% | 38 |
|
|
2021
Q2 | $339K | Hold |
3,523
| – | – | 0.24% | 38 |
|
|
2021
Q1 | $318K | Buy |
3,523
+23
| +0.7% | +$2.08K | 0.25% | 37 |
|
|
2020
Q4 | $281K | Buy |
+3,500
| New | +$281K | 0.25% | 45 |
|