Westover 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 | $427K | Sell |
3,200
-66
| -2% | -$8.8K | 0.09% | 160 |
|
|
2025
Q1 | $358K | Buy |
3,266
+66
| +2% | +$7.24K | 0.08% | 173 |
|
|
2024
Q4 | $397K | Hold |
3,200
| – | – | 0.09% | 162 |
|
|
2024
Q3 | $350K | Hold |
3,200
| – | – | 0.07% | 187 |
|
|
2024
Q2 | $353K | Hold |
3,200
| – | – | 0.09% | 159 |
|
|
2024
Q1 | $363K | Hold |
3,200
| – | – | 0.11% | 134 |
|
|
2023
Q4 | $311K | Hold |
3,200
| – | – | 0.1% | 136 |
|
|
2023
Q3 | $309K | Hold |
3,200
| – | – | 0.11% | 136 |
|
|
2023
Q2 | $289K | Buy |
+3,200
| New | +$289K | 0.1% | 146 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$229K | – | 125 |
|
|
2019
Q4 | $229K | Hold |
3,000
| – | – | 0.1% | 128 |
|
|
2019
Q3 | $201K | Hold |
3,000
| – | – | 0.09% | 133 |
|
|
2019
Q2 | $200K | Sell |
3,000
-700
| -19% | -$46.7K | 0.1% | 134 |
|
|
2019
Q1 | $253K | Buy |
+3,700
| New | +$253K | 0.13% | 111 |
|