Claris 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 | $519K | Sell |
3,892
-2,266
| -37% | -$302K | 0.18% | 42 |
|
|
2025
Q1 | $675K | Buy |
6,158
+210
| +4% | +$23K | 0.25% | 35 |
|
|
2024
Q4 | $737K | Buy |
5,948
+3,128
| +111% | +$388K | 0.28% | 34 |
|
|
2024
Q3 | $308K | Buy |
2,820
+614
| +28% | +$67.2K | 0.13% | 43 |
|
|
2024
Q2 | $243K | Hold |
2,206
| – | – | 0.13% | 46 |
|
|
2024
Q1 | $250K | Hold |
2,206
| – | – | 0.13% | 48 |
|
|
2023
Q4 | $215K | Hold |
2,206
| – | – | 0.12% | 50 |
|
|
2023
Q3 | $213K | Buy |
+2,206
| New | +$213K | 0.14% | 45 |
|
|
2023
Q1 | – | Sell |
-5,521
| Closed | -$530K | – | 45 |
|
|
2022
Q4 | $530K | Buy |
5,521
+13
| +0.2% | +$1.25K | 0.5% | 22 |
|
|
2022
Q3 | $403K | Hold |
5,508
| – | – | 0.46% | 16 |
|
|
2022
Q2 | $438K | Sell |
5,508
-41
| -0.7% | -$3.26K | 0.47% | 15 |
|
|
2022
Q1 | $544K | Buy |
5,549
+41
| +0.7% | +$4.02K | 0.58% | 14 |
|
|
2021
Q4 | $512K | Buy |
+5,508
| New | +$512K | 0.54% | 17 |
|