SHELTON WEALTH MANAGEMENT, LLC EMR Holdings History
Number of Shares
13,802.00
Current Holdings Value*
$1.84 Mil
% of Portfolio
0.89%
Total Estimate Gain
$438,282.51
% of Total Estimate Gain
27.70%
SHELTON WEALTH MANAGEMENT, LLC's Emerson Electric Co Holding Summary
As of 2025-06-30, SHELTON WEALTH MANAGEMENT, LLC held 13,802.00 shares of Emerson Electric Co(EMR), totaling $1.84 Mil. This investment constitutes 0.89% of their stock portfolio, and SHELTON WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Emerson Electric Co(EMR) stock.
The initial trade took place in 2025Q2. And since then SHELTON WEALTH MANAGEMENT, LLC has made 1 purchases of EMR, at an average price of $114.64, for a total of 13,802.00 shares. Based on historical transaction data and EMR's current price of $146.40, SHELTON WEALTH MANAGEMENT, LLC's estimated gain on his EMR holdings is $438,282.51, reflecting a 27.70% gain to date.
SHELTON WEALTH MANAGEMENT, LLC EMR ($146.40) Holding Chart
SHELTON WEALTH MANAGEMENT, LLC EMR ($146.40) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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