Wheelhouse Advisory Group’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 | $1.3M | Sell |
9,735
-87
| -0.9% | -$11.6K | 0.64% | 17 |
|
|
2025
Q1 | $1.08M | Buy |
9,822
+7
| +0.1% | +$768 | 0.62% | 17 |
|
|
2024
Q4 | $1.22M | Buy |
9,815
+5
| +0.1% | +$620 | 0.72% | 18 |
|
|
2024
Q3 | $1.07M | Sell |
9,810
-145
| -1% | -$15.9K | 0.69% | 16 |
|
|
2024
Q2 | $1.09M | Buy |
9,955
+159
| +2% | +$17.4K | 0.77% | 16 |
|
|
2024
Q1 | $1.11M | Sell |
9,796
-4,493
| -31% | -$510K | 0.85% | 16 |
|
|
2023
Q4 | $1.39M | Buy |
+14,289
| New | +$1.39M | 1.21% | 14 |
|