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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

EMR holding history

Emerson Electric Co in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

EMR overviewAll 13F holders of EMRFull Q4 2024 holdings

Shares (Q4 2024)
2,492
Value
$308.9K
% of portfolio
<0.1%
Quarters held
14
Since Q3 2021
Holdings of EMR by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20242,492$308.9K<0.1%+50+2.0%AddedHolders
Q3 20242,442$267.1K<0.1%+18+0.7%AddedHolders
Q2 20242,424$267.1K<0.1%−3−0.1%ReducedHolders
Q1 20242,427$275.3K<0.1%−87−3.5%ReducedHolders
Q4 20232,514$244.7K<0.1%+80+3.3%AddedHolders
Q3 20232,434$235.0K<0.1%+43+1.8%AddedHolders
Q2 20232,391$216.1K<0.1%−922−27.8%ReducedHolders
Q1 20233,313$288.7K0.1%+91+2.8%AddedHolders
Q4 20223,222$309.5K0.1%−34−1.0%ReducedHolders
Q3 20223,256$238.0K0.1%−129−3.8%ReducedHolders
Q2 20223,385$269.0K0.1%−445−11.6%ReducedHolders
Q1 20223,830$376.0K0.1%+400+11.7%AddedHolders
Q4 20213,430$319.0K0.1%+201+6.2%AddedHolders
Q3 20213,229$304.0K0.1%+3,229NewHolders