Arcadia Investment Management’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 | $66.7K | Hold |
500
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $54.8K | Hold |
500
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $62K | Sell |
500
-500
| -50% | -$62K | 0.01% | 206 |
|
|
2024
Q3 | $109K | Sell |
1,000
-300
| -23% | -$32.8K | 0.02% | 153 |
|
|
2024
Q2 | $143K | Sell |
1,300
-600
| -32% | -$66.1K | 0.02% | 137 |
|
|
2024
Q1 | $215K | Sell |
1,900
-4,838
| -72% | -$549K | 0.04% | 118 |
|
|
2023
Q4 | $656K | Sell |
6,738
-1,275
| -16% | -$124K | 0.13% | 77 |
|
|
2023
Q3 | $774K | Hold |
8,013
| – | – | 0.16% | 69 |
|
|
2023
Q2 | $724K | Sell |
8,013
-6,037
| -43% | -$546K | 0.15% | 71 |
|
|
2023
Q1 | $1.22M | Sell |
14,050
-4,846
| -26% | -$422K | 0.27% | 66 |
|
|
2022
Q4 | $1.82M | Buy |
18,896
+2,244
| +13% | +$216K | 0.42% | 55 |
|
|
2022
Q3 | $1.22M | Sell |
16,652
-3,260
| -16% | -$239K | 0.3% | 62 |
|
|
2022
Q2 | $1.58M | Buy |
19,912
+7,627
| +62% | +$607K | 0.35% | 61 |
|
|
2022
Q1 | $1.21M | Buy |
12,285
+900
| +8% | +$88.3K | 0.23% | 70 |
|
|
2021
Q4 | $1.06M | Buy |
11,385
+619
| +6% | +$57.5K | 0.18% | 85 |
|
|
2021
Q3 | $1.01M | Buy |
10,766
+555
| +5% | +$52.3K | 0.19% | 86 |
|
|
2021
Q2 | $983K | Buy |
10,211
+1,357
| +15% | +$131K | 0.18% | 83 |
|
|
2021
Q1 | $799K | Buy |
8,854
+8,229
| +1,317% | +$743K | 0.16% | 90 |
|
|
2020
Q4 | $50K | Sell |
625
-630
| -50% | -$50.4K | 0.01% | 183 |
|
|
2020
Q3 | $82K | Hold |
1,255
| – | – | 0.02% | 161 |
|
|
2020
Q2 | $78K | Buy |
1,255
+15
| +1% | +$932 | 0.02% | 153 |
|
|
2020
Q1 | $59K | Hold |
1,240
| – | – | 0.02% | 174 |
|
|
2019
Q4 | $95K | Hold |
1,240
| – | – | 0.02% | 156 |
|
|
2019
Q3 | $83K | Sell |
1,240
-215
| -15% | -$14.4K | 0.02% | 166 |
|
|
2019
Q2 | $97K | Buy |
1,455
+615
| +73% | +$41K | 0.03% | 155 |
|
|
2019
Q1 | $58K | Buy |
840
+450
| +115% | +$31.1K | 0.02% | 185 |
|
|
2018
Q4 | $23K | Sell |
390
-9,460
| -96% | -$558K | 0.01% | 230 |
|
|
2018
Q3 | $754K | Hold |
9,850
| – | – | 0.2% | 78 |
|
|
2018
Q2 | $681K | Buy |
9,850
+7,525
| +324% | +$520K | 0.19% | 81 |
|
|
2018
Q1 | $159K | Sell |
2,325
-375
| -14% | -$25.6K | 0.04% | 132 |
|
|
2017
Q4 | $188K | Sell |
2,700
-190
| -7% | -$13.2K | 0.05% | 126 |
|
|
2017
Q3 | $182K | Hold |
2,890
| – | – | 0.06% | 123 |
|
|
2017
Q2 | $172K | Sell |
2,890
-31
| -1% | -$1.85K | 0.05% | 128 |
|
|
2017
Q1 | $175K | Hold |
2,921
| – | – | 0.06% | 124 |
|
|
2016
Q4 | $163K | Buy |
2,921
+450
| +18% | +$25.1K | 0.05% | 130 |
|
|
2016
Q3 | $135K | Buy |
2,471
+190
| +8% | +$10.4K | 0.04% | 130 |
|
|
2016
Q2 | $119K | Buy |
2,281
+234
| +11% | +$12.2K | 0.04% | 134 |
|
|
2016
Q1 | $111K | Buy |
2,047
+190
| +10% | +$10.3K | 0.04% | 128 |
|
|
2015
Q4 | $89K | Buy |
1,857
+657
| +55% | +$31.5K | 0.03% | 138 |
|
|
2015
Q3 | $53K | Hold |
1,200
| – | – | 0.02% | 142 |
|
|
2015
Q2 | $66K | Buy |
+1,200
| New | +$66K | 0.02% | 145 |
|