Beaton Management Company’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 | $513K | Hold |
3,845
| – | – | 0.25% | 87 |
|
2025
Q1 | $422K | Hold |
3,845
| – | – | 0.22% | 95 |
|
2024
Q4 | $477K | Hold |
3,845
| – | – | 0.24% | 91 |
|
2024
Q3 | $421K | Hold |
3,845
| – | – | 0.21% | 100 |
|
2024
Q2 | $424K | Hold |
3,845
| – | – | 0.23% | 95 |
|
2024
Q1 | $436K | Hold |
3,845
| – | – | 0.24% | 94 |
|
2023
Q4 | $374K | Hold |
3,845
| – | – | 0.22% | 99 |
|
2023
Q3 | $371K | Hold |
3,845
| – | – | 0.24% | 91 |
|
2023
Q2 | $348K | Hold |
3,845
| – | – | 0.22% | 97 |
|
2023
Q1 | $335K | Hold |
3,845
| – | – | 0.23% | 95 |
|
2022
Q4 | $369K | Hold |
3,845
| – | – | 0.25% | 92 |
|
2022
Q3 | $282K | Hold |
3,845
| – | – | 0.21% | 103 |
|
2022
Q2 | $306K | Hold |
3,845
| – | – | 0.22% | 100 |
|
2022
Q1 | $377K | Hold |
3,845
| – | – | 0.23% | 94 |
|
2021
Q4 | $357K | Hold |
3,845
| – | – | 0.21% | 100 |
|
2021
Q3 | $362K | Hold |
3,845
| – | – | 0.24% | 95 |
|
2021
Q2 | $370K | Hold |
3,845
| – | – | 0.24% | 97 |
|
2021
Q1 | $347K | Hold |
3,845
| – | – | 0.24% | 96 |
|
2020
Q4 | $309K | Hold |
3,845
| – | – | 0.23% | 99 |
|
2020
Q3 | $252K | Sell |
3,845
-200
| -5% | -$13.1K | 0.21% | 99 |
|
2020
Q2 | $251K | Buy |
+4,045
| New | +$251K | 0.22% | 98 |
|
2020
Q1 | – | Sell |
-4,045
| Closed | -$308K | – | 110 |
|
2019
Q4 | $308K | Hold |
4,045
| – | – | 0.24% | 93 |
|
2019
Q3 | $270K | Sell |
4,045
-155
| -4% | -$10.3K | 0.22% | 106 |
|
2019
Q2 | $280K | Sell |
4,200
-200
| -5% | -$13.3K | 0.23% | 96 |
|
2019
Q1 | $301K | Hold |
4,400
| – | – | 0.26% | 91 |
|
2018
Q4 | $263K | Sell |
4,400
-420
| -9% | -$25.1K | 0.26% | 92 |
|
2018
Q3 | $369K | Sell |
4,820
-80
| -2% | -$6.12K | 0.3% | 87 |
|
2018
Q2 | $339K | Hold |
4,900
| – | – | 0.3% | 85 |
|
2018
Q1 | $335K | Sell |
4,900
-200
| -4% | -$13.7K | 0.31% | 85 |
|
2017
Q4 | $355K | Hold |
5,100
| – | – | 0.32% | 85 |
|
2017
Q3 | $320K | Hold |
5,100
| – | – | 0.3% | 87 |
|
2017
Q2 | $304K | Buy |
+5,100
| New | +$304K | 0.3% | 89 |
|