TrueWealth 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 | $272K | Sell |
2,037
-138
| -6% | -$18.4K | 0.08% | 187 |
|
|
2025
Q1 | $238K | Sell |
2,175
-302
| -12% | -$33.1K | 0.08% | 193 |
|
|
2024
Q4 | $307K | Sell |
2,477
-3,101
| -56% | -$384K | 0.1% | 164 |
|
|
2024
Q3 | $610K | Buy |
5,578
+3,335
| +149% | +$365K | 0.2% | 92 |
|
|
2024
Q2 | $247K | Sell |
2,243
-83
| -4% | -$9.14K | 0.09% | 195 |
|
|
2024
Q1 | $264K | Sell |
2,326
-169
| -7% | -$19.2K | 0.1% | 169 |
|
|
2023
Q4 | $243K | Sell |
2,495
-92
| -4% | -$8.95K | 0.09% | 169 |
|
|
2023
Q3 | $250K | Buy |
2,587
+24
| +0.9% | +$2.32K | 0.11% | 156 |
|
|
2023
Q2 | $232K | Sell |
2,563
-120
| -4% | -$10.8K | 0.1% | 167 |
|
|
2023
Q1 | $234K | Buy |
2,683
+591
| +28% | +$51.5K | 0.1% | 162 |
|
|
2022
Q4 | $201K | Buy |
+2,092
| New | +$201K | 0.09% | 176 |
|