Birch Hill Investment Advisors’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 | $3.95M | Hold |
29,619
| – | – | 0.18% | 64 |
|
|
2025
Q1 | $3.25M | Hold |
29,619
| – | – | 0.15% | 68 |
|
|
2024
Q4 | $3.67M | Sell |
29,619
-115
| -0.4% | -$14.3K | 0.17% | 70 |
|
|
2024
Q3 | $3.25M | Sell |
29,734
-25
| -0.1% | -$2.73K | 0.15% | 70 |
|
|
2024
Q2 | $3.28M | Sell |
29,759
-180
| -0.6% | -$19.8K | 0.16% | 68 |
|
|
2024
Q1 | $3.4M | Sell |
29,939
-889
| -3% | -$101K | 0.17% | 69 |
|
|
2023
Q4 | $3M | Sell |
30,828
-561
| -2% | -$54.6K | 0.16% | 67 |
|
|
2023
Q3 | $3.03M | Sell |
31,389
-183
| -0.6% | -$17.7K | 0.18% | 60 |
|
|
2023
Q2 | $2.85M | Buy |
31,572
+57
| +0.2% | +$5.15K | 0.16% | 64 |
|
|
2023
Q1 | $2.75M | Sell |
31,515
-600
| -2% | -$52.3K | 0.17% | 66 |
|
|
2022
Q4 | $3.08M | Sell |
32,115
-25
| -0.1% | -$2.4K | 0.2% | 60 |
|
|
2022
Q3 | $2.35M | Sell |
32,140
-600
| -2% | -$43.9K | 0.16% | 65 |
|
|
2022
Q2 | $2.6M | Sell |
32,740
-182
| -0.6% | -$14.5K | 0.16% | 67 |
|
|
2022
Q1 | $3.23M | Hold |
32,922
| – | – | 0.17% | 67 |
|
|
2021
Q4 | $3.06M | Sell |
32,922
-818
| -2% | -$76.1K | 0.15% | 69 |
|
|
2021
Q3 | $3.18M | Buy |
33,740
+300
| +0.9% | +$28.3K | 0.17% | 68 |
|
|
2021
Q2 | $3.22M | Hold |
33,440
| – | – | 0.17% | 70 |
|
|
2021
Q1 | $3.02M | Sell |
33,440
-575
| -2% | -$51.9K | 0.17% | 70 |
|
|
2020
Q4 | $2.73M | Hold |
34,015
| – | – | 0.16% | 66 |
|
|
2020
Q3 | $2.23M | Buy |
34,015
+775
| +2% | +$50.8K | 0.15% | 67 |
|
|
2020
Q2 | $2.06M | Hold |
33,240
| – | – | 0.15% | 67 |
|
|
2020
Q1 | $1.58M | Sell |
33,240
-100
| -0.3% | -$4.77K | 0.14% | 68 |
|
|
2019
Q4 | $2.54M | Sell |
33,340
-785
| -2% | -$59.9K | 0.17% | 65 |
|
|
2019
Q3 | $2.28M | Sell |
34,125
-635
| -2% | -$42.5K | 0.16% | 65 |
|
|
2019
Q2 | $2.32M | Hold |
34,760
| – | – | 0.17% | 66 |
|
|
2019
Q1 | $2.38M | Sell |
34,760
-128
| -0.4% | -$8.76K | 0.18% | 67 |
|
|
2018
Q4 | $2.09M | Sell |
34,888
-2,000
| -5% | -$120K | 0.18% | 69 |
|
|
2018
Q3 | $2.83M | Sell |
36,888
-335
| -0.9% | -$25.7K | 0.21% | 63 |
|
|
2018
Q2 | $2.57M | Buy |
37,223
+2,510
| +7% | +$174K | 0.2% | 62 |
|
|
2018
Q1 | $2.37M | Buy |
34,713
+585
| +2% | +$40K | 0.2% | 63 |
|
|
2017
Q4 | $2.38M | Sell |
34,128
-100
| -0.3% | -$6.97K | 0.2% | 61 |
|
|
2017
Q3 | $2.15M | Sell |
34,228
-170
| -0.5% | -$10.7K | 0.19% | 62 |
|
|
2017
Q2 | $2.05M | Sell |
34,398
-1,600
| -4% | -$95.4K | 0.18% | 60 |
|
|
2017
Q1 | $2.16M | Sell |
35,998
-4,704
| -12% | -$282K | 0.18% | 61 |
|
|
2016
Q4 | $2.27M | Sell |
40,702
-1,683
| -4% | -$93.8K | 0.21% | 58 |
|
|
2016
Q3 | $2.31M | Sell |
42,385
-14,430
| -25% | -$786K | 0.21% | 57 |
|
|
2016
Q2 | $2.96M | Buy |
56,815
+2,100
| +4% | +$110K | 0.29% | 53 |
|
|
2016
Q1 | $2.98M | Buy |
54,715
+1,291
| +2% | +$70.2K | 0.31% | 53 |
|
|
2015
Q4 | $2.56M | Sell |
53,424
-1,491
| -3% | -$71.3K | 0.27% | 55 |
|
|
2015
Q3 | $2.43M | Buy |
54,915
+3,240
| +6% | +$143K | 0.26% | 58 |
|
|
2015
Q2 | $2.86M | Buy |
51,675
+1,750
| +4% | +$97K | 0.29% | 59 |
|
|
2015
Q1 | $2.83M | Sell |
49,925
-1,506
| -3% | -$85.3K | 0.29% | 61 |
|
|
2014
Q4 | $3.18M | Sell |
51,431
-150
| -0.3% | -$9.26K | 0.32% | 56 |
|
|
2014
Q3 | $3.23M | Sell |
51,581
-820
| -2% | -$51.3K | 0.34% | 54 |
|
|
2014
Q2 | $3.48M | Buy |
52,401
+2,098
| +4% | +$139K | 0.36% | 53 |
|
|
2014
Q1 | $3.36M | Buy |
50,303
+575
| +1% | +$38.4K | 0.36% | 54 |
|
|
2013
Q4 | $3.49M | Sell |
49,728
-550
| -1% | -$38.6K | 0.37% | 57 |
|
|
2013
Q3 | $3.25M | Buy |
50,278
+725
| +1% | +$46.9K | 0.38% | 56 |
|
|
2013
Q2 | $2.7M | Buy |
+49,553
| New | +$2.7M | 0.34% | 59 |
|