TruWealth 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 | $393K | Hold |
2,948
| – | – | 0.02% | 127 |
|
|
2025
Q1 | $323K | Hold |
2,948
| – | – | 0.02% | 123 |
|
|
2024
Q4 | $365K | Hold |
2,948
| – | – | 0.02% | 121 |
|
|
2024
Q3 | $322K | Hold |
2,948
| – | – | 0.02% | 123 |
|
|
2024
Q2 | $325K | Hold |
2,948
| – | – | 0.02% | 127 |
|
|
2024
Q1 | $334K | Sell |
2,948
-23
| -0.8% | -$2.61K | 0.02% | 124 |
|
|
2023
Q4 | $289K | Buy |
2,971
+145
| +5% | +$14.1K | 0.02% | 117 |
|
|
2023
Q3 | $273K | Sell |
2,826
-13
| -0.5% | -$1.26K | 0.02% | 120 |
|
|
2023
Q2 | $257K | Sell |
2,839
-559
| -16% | -$50.5K | 0.02% | 131 |
|
|
2023
Q1 | $296K | Buy |
3,398
+1,079
| +47% | +$94K | 0.03% | 118 |
|
|
2022
Q4 | $223K | Buy |
+2,319
| New | +$223K | 0.02% | 128 |
|
|
2022
Q2 | – | Sell |
-2,136
| Closed | -$209K | – | 137 |
|
|
2022
Q1 | $209K | Buy |
+2,136
| New | +$209K | 0.02% | 120 |
|
|
2021
Q4 | – | Sell |
-2,136
| Closed | -$201K | – | 126 |
|
|
2021
Q3 | $201K | Hold |
2,136
| – | – | 0.02% | 115 |
|
|
2021
Q2 | $206K | Sell |
2,136
-200
| -9% | -$19.3K | 0.02% | 113 |
|
|
2021
Q1 | $211K | Buy |
+2,336
| New | +$211K | 0.03% | 107 |
|