Colonial Trust 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 | $110K | Hold |
823
| – | – | 0.01% | 255 |
|
|
2025
Q1 | $90.2K | Sell |
823
-54
| -6% | -$5.92K | 0.01% | 271 |
|
|
2024
Q4 | $109K | Sell |
877
-578
| -40% | -$71.6K | 0.01% | 234 |
|
|
2024
Q3 | $159K | Hold |
1,455
| – | – | 0.01% | 219 |
|
|
2024
Q2 | $160K | Buy |
1,455
+551
| +61% | +$60.7K | 0.02% | 201 |
|
|
2024
Q1 | $103K | Buy |
904
+39
| +5% | +$4.42K | 0.01% | 247 |
|
|
2023
Q4 | $84.2K | Hold |
865
| – | – | 0.01% | 260 |
|
|
2023
Q3 | $83.5K | Buy |
865
+2
| +0.2% | +$193 | 0.01% | 266 |
|
|
2023
Q2 | $78K | Buy |
863
+3
| +0.3% | +$271 | 0.01% | 282 |
|
|
2023
Q1 | $74.9K | Hold |
860
| – | – | 0.01% | 287 |
|
|
2022
Q4 | $82.6K | Sell |
860
-113
| -12% | -$10.9K | 0.01% | 274 |
|
|
2022
Q3 | $71K | Buy |
+973
| New | +$71K | 0.01% | 222 |
|