AM Investment Strategies’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 | $263K | Sell |
1,980
-300
| -13% | -$39.8K | 0.06% | 94 |
|
|
2025
Q1 | $250K | Hold |
2,280
| – | – | 0.06% | 88 |
|
|
2024
Q4 | $283K | Sell |
2,280
-520
| -19% | -$64.5K | 0.07% | 80 |
|
|
2024
Q3 | $306K | Hold |
2,800
| – | – | 0.07% | 79 |
|
|
2024
Q2 | $308K | Buy |
2,800
+300
| +12% | +$33K | 0.08% | 85 |
|
|
2024
Q1 | $284K | Hold |
2,500
| – | – | 0.07% | 89 |
|
|
2023
Q4 | $243K | Hold |
2,500
| – | – | 0.07% | 92 |
|
|
2023
Q3 | $241K | Hold |
2,500
| – | – | 0.08% | 83 |
|
|
2023
Q2 | $226K | Hold |
2,500
| – | – | 0.07% | 88 |
|
|
2023
Q1 | $218K | Hold |
2,500
| – | – | 0.07% | 83 |
|
|
2022
Q4 | $240K | Buy |
+2,500
| New | +$240K | 0.09% | 79 |
|
|
2022
Q2 | – | Sell |
-2,500
| Closed | -$245K | – | 104 |
|
|
2022
Q1 | $245K | Sell |
2,500
-600
| -19% | -$58.8K | 0.06% | 92 |
|
|
2021
Q4 | $288K | Hold |
3,100
| – | – | 0.07% | 94 |
|
|
2021
Q3 | $292K | Hold |
3,100
| – | – | 0.08% | 87 |
|
|
2021
Q2 | $298K | Hold |
3,100
| – | – | 0.08% | 87 |
|
|
2021
Q1 | $280K | Hold |
3,100
| – | – | 0.08% | 81 |
|
|
2020
Q4 | $249K | Hold |
3,100
| – | – | 0.08% | 78 |
|
|
2020
Q3 | $203K | Buy |
+3,100
| New | +$203K | 0.07% | 80 |
|