Choate 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 | $11.4M | Sell |
85,646
-3,850
| -4% | -$513K | 0.25% | 53 |
|
2025
Q1 | $9.81M | Sell |
89,496
-1,766
| -2% | -$194K | 0.24% | 60 |
|
2024
Q4 | $11.3M | Sell |
91,262
-6,348
| -7% | -$787K | 0.27% | 50 |
|
2024
Q3 | $10.7M | Sell |
97,610
-1,900
| -2% | -$208K | 0.27% | 51 |
|
2024
Q2 | $11M | Sell |
99,510
-1,287
| -1% | -$142K | 0.29% | 48 |
|
2024
Q1 | $11.4M | Buy |
100,797
+182
| +0.2% | +$20.6K | 0.31% | 42 |
|
2023
Q4 | $9.79M | Buy |
100,615
+77,803
| +341% | +$7.57M | 0.3% | 38 |
|
2023
Q3 | $2.2M | Sell |
22,812
-716
| -3% | -$69.1K | 0.09% | 100 |
|
2023
Q2 | $2.13M | Buy |
23,528
+580
| +3% | +$52.4K | 0.09% | 88 |
|
2023
Q1 | $2M | Hold |
22,948
| – | – | 0.1% | 87 |
|
2022
Q4 | $2.2M | Buy |
22,948
+350
| +2% | +$33.6K | 0.13% | 78 |
|
2022
Q3 | $1.65M | Buy |
22,598
+720
| +3% | +$52.7K | 0.11% | 79 |
|
2022
Q2 | $1.74M | Buy |
21,878
+6,382
| +41% | +$508K | 0.11% | 81 |
|
2022
Q1 | $1.52M | Buy |
15,496
+438
| +3% | +$42.9K | 0.08% | 108 |
|
2021
Q4 | $1.4M | Hold |
15,058
| – | – | 0.08% | 106 |
|
2021
Q3 | $1.42M | Sell |
15,058
-320
| -2% | -$30.2K | 0.09% | 92 |
|
2021
Q2 | $1.48M | Buy |
15,378
+32
| +0.2% | +$3.08K | 0.09% | 90 |
|
2021
Q1 | $1.38M | Buy |
15,346
+800
| +5% | +$72.1K | 0.09% | 91 |
|
2020
Q4 | $1.17M | Sell |
14,546
-466
| -3% | -$37.5K | 0.07% | 95 |
|
2020
Q3 | $984K | Sell |
15,012
-450
| -3% | -$29.5K | 0.06% | 98 |
|
2020
Q2 | $959K | Sell |
15,462
-466
| -3% | -$28.9K | 0.07% | 102 |
|
2020
Q1 | $759K | Sell |
15,928
-1,071
| -6% | -$51K | 0.06% | 119 |
|
2019
Q4 | $1.3M | Sell |
16,999
-216
| -1% | -$16.5K | 0.08% | 97 |
|
2019
Q3 | $1.15M | Buy |
17,215
+460
| +3% | +$30.8K | 0.07% | 104 |
|
2019
Q2 | $1.12M | Sell |
16,755
-466
| -3% | -$31.1K | 0.07% | 106 |
|
2019
Q1 | $1.18M | Buy |
17,221
+2,865
| +20% | +$196K | 0.07% | 100 |
|
2018
Q4 | $858K | Buy |
14,356
+2,019
| +16% | +$121K | 0.06% | 114 |
|
2018
Q3 | $945K | Sell |
12,337
-876
| -7% | -$67.1K | 0.05% | 102 |
|
2018
Q2 | $914K | Buy |
13,213
+483
| +4% | +$33.4K | 0.05% | 122 |
|
2018
Q1 | $869K | Sell |
12,730
-7,384
| -37% | -$504K | 0.05% | 130 |
|
2017
Q4 | $1.4M | Sell |
20,114
-747
| -4% | -$52.1K | 0.07% | 107 |
|
2017
Q3 | $1.31M | Sell |
20,861
-301
| -1% | -$18.9K | 0.07% | 103 |
|
2017
Q2 | $1.26M | Sell |
21,162
-3,260
| -13% | -$194K | 0.07% | 104 |
|
2017
Q1 | $1.46M | Sell |
24,422
-620
| -2% | -$37.1K | 0.09% | 93 |
|
2016
Q4 | $1.4M | Sell |
25,042
-5,582
| -18% | -$311K | 0.09% | 89 |
|
2016
Q3 | $1.67M | Sell |
30,624
-10,265
| -25% | -$560K | 0.11% | 88 |
|
2016
Q2 | $2.13M | Sell |
40,889
-8,107
| -17% | -$423K | 0.15% | 74 |
|
2016
Q1 | $2.66M | Sell |
48,996
-9,603
| -16% | -$522K | 0.18% | 65 |
|
2015
Q4 | $3.62M | Buy |
58,599
+12,371
| +27% | +$764K | 0.26% | 52 |
|
2015
Q3 | $2.04M | Buy |
46,228
+6,574
| +17% | +$290K | 0.14% | 70 |
|
2015
Q2 | $2.2M | Sell |
39,654
-2,266
| -5% | -$126K | 0.13% | 70 |
|
2015
Q1 | $2.37M | Sell |
41,920
-16,679
| -28% | -$944K | 0.13% | 70 |
|
2014
Q4 | $3.62M | Sell |
58,599
-8,331
| -12% | -$514K | 0.21% | 53 |
|
2014
Q3 | $4.19M | Sell |
66,930
-5,704
| -8% | -$357K | 0.25% | 43 |
|
2014
Q2 | $4.82M | Sell |
72,634
-4,455
| -6% | -$296K | 0.28% | 41 |
|
2014
Q1 | $5.15M | Sell |
77,089
-1,774
| -2% | -$119K | 0.32% | 40 |
|
2013
Q4 | $5.53M | Sell |
78,863
-3,124
| -4% | -$219K | 0.36% | 39 |
|
2013
Q3 | $5.3M | Buy |
81,987
+2,168
| +3% | +$140K | 0.39% | 33 |
|
2013
Q2 | $4.35M | Buy |
+79,819
| New | +$4.35M | 0.35% | 43 |
|