Bailard’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
$4.49M Buy
33,701
+366
+1% +$48.8K 0.1% 152
2025
Q1
$3.65M Sell
33,335
-10,197
-23% -$1.12M 0.09% 164
2024
Q4
$5.39M Buy
43,532
+3,959
+10% +$491K 0.14% 129
2024
Q3
$4.33M Sell
39,573
-933
-2% -$102K 0.11% 153
2024
Q2
$4.46M Sell
40,506
-467
-1% -$51.4K 0.12% 151
2024
Q1
$4.65M Buy
40,973
+1,219
+3% +$138K 0.13% 150
2023
Q4
$3.87M Buy
39,754
+34
+0.1% +$3.31K 0.11% 159
2023
Q3
$3.84M Buy
39,720
+1,489
+4% +$144K 0.13% 146
2023
Q2
$3.46M Buy
38,231
+2,489
+7% +$225K 0.12% 144
2023
Q1
$3.11M Sell
35,742
-2,000
-5% -$174K 0.11% 154
2022
Q4
$3.63M Sell
37,742
-194
-0.5% -$18.6K 0.14% 133
2022
Q3
$2.78M Buy
37,936
+791
+2% +$57.9K 0.11% 150
2022
Q2
$2.95M Buy
37,145
+9,704
+35% +$772K 0.12% 156
2022
Q1
$2.69M Buy
27,441
+1,077
+4% +$106K 0.09% 178
2021
Q4
$2.45M Sell
26,364
-162
-0.6% -$15.1K 0.08% 182
2021
Q3
$2.5M Buy
26,526
+213
+0.8% +$20.1K 0.09% 179
2021
Q2
$2.53M Buy
26,313
+2,545
+11% +$245K 0.09% 180
2021
Q1
$2.14M Buy
23,768
+7,979
+51% +$720K 0.08% 190
2020
Q4
$1.27M Buy
15,789
+21
+0.1% +$1.69K 0.06% 192
2020
Q3
$1.03M Hold
15,768
0.05% 198
2020
Q2
$978K Buy
+15,768
New +$978K 0.05% 199
2017
Q2
Sell
-3,874
Closed -$232K 285
2017
Q1
$232K Buy
+3,874
New +$232K 0.02% 270