Charter Oak Capital Management’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $229K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $220K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $200K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $144K | Sell |
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|
2022
Q1 | $182K | Sell |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $180K | Buy |
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|
2021
Q2 | $184K | Buy |
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|
2021
Q1 | $172K | Buy |
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|
2020
Q4 | $136K | Buy |
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