VANTAGE WEALTH EMR Holdings History
Number of Shares
172,010.00
Current Holdings Value*
$18.86 Mil
% of Portfolio
4.27%
Total Estimate Gain
$8.56 Mil
% of Total Estimate Gain
41.91%
VANTAGE WEALTH's Emerson Electric Co Holding Summary
As of 2025-03-31, VANTAGE WEALTH held 172,010.00 shares of Emerson Electric Co(EMR), totaling $18.86 Mil. This investment constitutes 4.27% of their stock portfolio, and VANTAGE WEALTH now holds 0.03% of the outstanding Emerson Electric Co(EMR) stock.
The initial trade took place in 2014Q1. And since then VANTAGE WEALTH has made 8 purchases of EMR, at an average price of $78.96, for a total of 258,712.00 shares. In addition, there have been 9 sales at an average price of $68.86 for 86,702.00 shares. Based on historical transaction data and EMR's current price of $133.81, VANTAGE WEALTH's estimated gain on his EMR holdings is $8.56 Mil, reflecting a 41.91% gain to date.
VANTAGE WEALTH EMR ($133.81) Holding Chart
VANTAGE WEALTH EMR ($133.81) 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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