Charter Oak Capital 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 | $229K | Buy |
+1,718
| New | +$229K | 0.02% | 187 |
|
|
2025
Q1 | – | Sell |
-1,775
| Closed | -$220K | – | 195 |
|
|
2024
Q4 | $220K | Buy |
+1,775
| New | +$220K | 0.02% | 174 |
|
|
2024
Q2 | – | Sell |
-1,768
| Closed | -$200K | – | 179 |
|
|
2024
Q1 | $200K | Buy |
+1,768
| New | +$200K | 0.02% | 175 |
|
|
2022
Q3 | – | Sell |
-1,816
| Closed | -$144K | – | 364 |
|
|
2022
Q2 | $144K | Sell |
1,816
-40
| -2% | -$3.17K | 0.02% | 204 |
|
|
2022
Q1 | $182K | Sell |
1,856
-60
| -3% | -$5.88K | 0.02% | 190 |
|
|
2021
Q4 | $178K | Hold |
1,916
| – | – | 0.02% | 193 |
|
|
2021
Q3 | $180K | Buy |
1,916
+3
| +0.2% | +$282 | 0.02% | 184 |
|
|
2021
Q2 | $184K | Buy |
1,913
+2
| +0.1% | +$192 | 0.02% | 183 |
|
|
2021
Q1 | $172K | Buy |
1,911
+215
| +13% | +$19.4K | 0.02% | 182 |
|
|
2020
Q4 | $136K | Buy |
+1,696
| New | +$136K | 0.02% | 188 |
|