Charter Research & Investment Group’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 | $460K | Hold |
3,448
| – | – | 0.34% | 60 |
|
|
2025
Q1 | $378K | Hold |
3,448
| – | – | 0.29% | 63 |
|
|
2024
Q4 | $427K | Hold |
3,448
| – | – | 0.33% | 61 |
|
|
2024
Q3 | $377K | Hold |
3,448
| – | – | 0.28% | 67 |
|
|
2024
Q2 | $380K | Hold |
3,448
| – | – | 0.3% | 66 |
|
|
2024
Q1 | $391K | Hold |
3,448
| – | – | 0.31% | 65 |
|
|
2023
Q4 | $336K | Hold |
3,448
| – | – | 0.28% | 66 |
|
|
2023
Q3 | $333K | Hold |
3,448
| – | – | 0.3% | 64 |
|
|
2023
Q2 | $312K | Hold |
3,448
| – | – | 0.26% | 65 |
|
|
2023
Q1 | $300K | Buy |
3,448
+1,100
| +47% | +$95.9K | 0.26% | 64 |
|
|
2022
Q4 | $226K | Buy |
+2,348
| New | +$226K | 0.22% | 71 |
|
|
2022
Q3 | – | Sell |
-2,548
| Closed | -$203K | – | 74 |
|
|
2022
Q2 | $203K | Hold |
2,548
| – | – | 0.18% | 75 |
|
|
2022
Q1 | $250K | Hold |
2,548
| – | – | 0.2% | 76 |
|
|
2021
Q4 | $237K | Hold |
2,548
| – | – | 0.19% | 78 |
|
|
2021
Q3 | $240K | Hold |
2,548
| – | – | 0.2% | 75 |
|
|
2021
Q2 | $245K | Hold |
2,548
| – | – | 0.2% | 73 |
|
|
2021
Q1 | $230K | Hold |
2,548
| – | – | 0.2% | 73 |
|
|
2020
Q4 | $205K | Buy |
+2,548
| New | +$205K | 0.2% | 77 |
|