Beaumont Financial Advisors’s Emerson Electric EMR Stock Holding History

Beaumont Financial Advisors’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$319K	Buy	2,432 +85	+4%	+$12.2K	0.02%	285
2025 Q4	$312K	Buy	2,347 +51	+2%	+$6.77K	0.02%	289
2025 Q3	$301K	Sell	2,296 -4	-0.2%	-$545	0.02%	312
2025 Q2	$307K	Buy	2,300 +13	+0.6%	+$1.49K	0.02%	289
2025 Q1	$251K	Buy	2,287 +38	+2%	+$4.58K	0.02%	318
2024 Q4	$279K	Sell	2,249 -53	-2%	-$6.43K	0.02%	303
2024 Q3	$252K	Sell	2,302 -1	-0%	-$108	0.02%	301
2024 Q2	$254K	Buy	2,303 +69	+3%	+$7.63K	0.02%	298
2024 Q1	$253K	Sell	2,234 -44	-2%	-$4.52K	0.02%	309
2023 Q4	$222K	Buy	2,278 +114	+5%	+$10.4K	0.02%	311
2023 Q3	$209K	Buy	+2,164	New	+$206K	0.02%	304
2023 Q1	–	Sell	-2,106	Closed	-$202K	–	324
2022 Q4	$202K	Buy	+2,106	New	+$189K	0.02%	304
2022 Q2	–	Sell	-2,219	Closed	-$218K	–	315
2022 Q1	$218K	Buy	+2,219	New	+$210K	0.02%	339
2021 Q3	–	Sell	-2,953	Closed	-$284K	–	362
2021 Q2	$284K	Hold	2,953	–	–	0.02%	298
2021 Q1	$266K	Sell	2,953 -31	-1%	-$2.67K	0.02%	295
2020 Q4	$240K	Buy	+2,984	New	+$222K	0.02%	301
2020 Q1	–	Sell	-4,379	Closed	-$334K	–	246
2019 Q4	$334K	Sell	4,379 -580	-12%	-$41.8K	0.03%	215
2019 Q3	$332K	Sell	4,959 -1,250	-20%	-$78.6K	0.03%	200
2019 Q2	$414K	Buy	6,209 +570	+10%	+$38.2K	0.04%	165
2019 Q1	$386K	Buy	5,639 +80	+1%	+$5.26K	0.04%	169
2018 Q4	$332K	Buy	5,559 +35	+0.6%	+$2.36K	0.05%	150
2018 Q3	$423K	Hold	5,524	–	–	0.04%	160
2018 Q2	$382K	Sell	5,524 -279	-5%	-$19.6K	0.04%	148
2018 Q1	$396K	Buy	5,803 +1,433	+33%	+$102K	0.04%	149
2017 Q4	$305K	Hold	4,370	–	–	0.04%	149
2017 Q3	$275K	Sell	4,370 -436	-9%	-$26.3K	0.03%	154
2017 Q2	$287K	Buy	4,806 +361	+8%	+$21.4K	0.04%	150
2017 Q1	$266K	Buy	4,445 +200	+5%	+$11.9K	0.04%	156
2016 Q4	$237K	Sell	4,245 -90	-2%	-$4.84K	0.04%	141
2016 Q3	$236K	Sell	4,335 -265	-6%	-$14.2K	0.04%	129
2016 Q2	$240K	Sell	4,600 -1,363	-23%	-$72.4K	0.04%	124
2016 Q1	$338K	Buy	5,963 +1,363	+30%	+$65.7K	0.06%	104
2015 Q4	$220K	Buy	4,600 +599	+15%	+$28.5K	0.04%	113
2015 Q3	$222K	Hold	4,001	–	–	0.03%	125
2015 Q2	$222K	Sell	4,001 -2,362	-37%	-$139K	0.03%	125
2015 Q1	$360K	Sell	6,363 -137	-2%	-$7.96K	0.01%	120
2014 Q4	$401K	Sell	6,500 -87	-1%	-$5.45K	0.02%	120
2014 Q3	$412K	Hold	6,587	–	–	0.03%	123
2014 Q2	$437K	Sell	6,587 -200	-3%	-$13.4K	0.03%	129
2014 Q1	$453K	Sell	6,787 -825	-11%	-$54.3K	0.04%	105
2013 Q4	$534K	Sell	7,612 -256	-3%	-$17.1K	0.04%	108
2013 Q3	$509K	Buy	7,868 +1,068	+16%	+$65.3K	0.05%	105
2013 Q2	$371K	Buy	+6,800	New	+$382K	0.03%	120