Beaumont Asset 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 | $349K | Hold |
2,619
| – | – | 0.19% | 55 |
|
2025
Q1 | $287K | Sell |
2,619
-30
| -1% | -$3.29K | 0.17% | 61 |
|
2024
Q4 | $328K | Hold |
2,649
| – | – | 0.19% | 56 |
|
2024
Q3 | $290K | Hold |
2,649
| – | – | 0.17% | 59 |
|
2024
Q2 | $292K | Sell |
2,649
-230
| -8% | -$25.3K | 0.19% | 60 |
|
2024
Q1 | $327K | Buy |
2,879
+260
| +10% | +$29.5K | 0.22% | 56 |
|
2023
Q4 | $255K | Buy |
2,619
+301
| +13% | +$29.3K | 0.18% | 63 |
|
2023
Q3 | $224K | Sell |
2,318
-15
| -0.6% | -$1.45K | 0.18% | 61 |
|
2023
Q2 | $211K | Hold |
2,333
| – | – | 0.16% | 66 |
|
2023
Q1 | $203K | Hold |
2,333
| – | – | 0.15% | 72 |
|
2022
Q4 | $224K | Buy |
+2,333
| New | +$224K | 0.16% | 73 |
|
2022
Q2 | – | Sell |
-2,333
| Closed | -$228K | – | 66 |
|
2022
Q1 | $228K | Sell |
2,333
-100
| -4% | -$9.77K | 0.15% | 63 |
|
2021
Q4 | $226K | Hold |
2,433
| – | – | 0.15% | 65 |
|
2021
Q3 | $229K | Hold |
2,433
| – | – | 0.17% | 64 |
|
2021
Q2 | $234K | Sell |
2,433
-114
| -4% | -$11K | 0.18% | 63 |
|
2021
Q1 | $229K | Buy |
+2,547
| New | +$229K | 0.19% | 61 |
|
2020
Q1 | – | Sell |
-2,787
| Closed | -$212K | – | 56 |
|
2019
Q4 | $212K | Buy |
+2,787
| New | +$212K | 0.2% | 57 |
|