Caldwell Trust’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.13M | Sell |
31,006
-717
|
|
||||
|
2025
Q1 | $3.48M | Sell |
31,723
-433
|
|
||||
|
2024
Q4 | $3.99M | Sell |
32,156
-483
|
|
||||
|
2024
Q3 | $3.57M | Sell |
32,639
-963
|
|
||||
|
2024
Q2 | $3.7M | Sell |
33,602
-1,427
|
|
||||
|
2024
Q1 | $3.97M | Sell |
35,029
-1,323
|
|
||||
|
2023
Q4 | $3.54M | Sell |
36,352
-1,724
|
|
||||
|
2023
Q3 | $3.68M | Sell |
38,076
-487
|
|
||||
|
2023
Q2 | $3.49M | Sell |
38,563
-2,012
|
|
||||
|
2023
Q1 | $3.54M | Sell |
40,575
-636
|
|
||||
|
2022
Q4 | $3.96M | Sell |
41,211
-478
|
|
||||
|
2022
Q3 | $3.05M | Sell |
41,689
-1,982
|
|
||||
|
2022
Q2 | $3.47M | Sell |
43,671
-782
|
|
||||
|
2022
Q1 | $4.36M | Sell |
44,453
-287
|
|
||||
|
2021
Q4 | $4.16M | Sell |
44,740
-78
|
|
||||
|
2021
Q3 | $4.22M | Sell |
44,818
-1,066
|
|
||||
|
2021
Q2 | $4.42M | Sell |
45,884
-3,454
|
|
||||
|
2021
Q1 | $4.45M | Sell |
49,338
-242
|
|
||||
|
2020
Q4 | $3.98M | Sell |
49,580
-956
|
|
||||
|
2020
Q3 | $3.31M | Sell |
50,536
-5,427
|
|
||||
|
2020
Q2 | $3.47M | Sell |
55,963
-1,284
|
|
||||
|
2020
Q1 | $2.73M | Sell |
57,247
-4,036
|
|
||||
|
2019
Q4 | $4.67M | Buy |
+61,283
|
|