Edgemoor 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 | $472K | Hold |
3,542
| – | – | 0.04% | 124 |
|
2025
Q1 | $388K | Hold |
3,542
| – | – | 0.04% | 122 |
|
2024
Q4 | $439K | Hold |
3,542
| – | – | 0.04% | 123 |
|
2024
Q3 | $387K | Hold |
3,542
| – | – | 0.03% | 124 |
|
2024
Q2 | $390K | Hold |
3,542
| – | – | 0.04% | 119 |
|
2024
Q1 | $402K | Hold |
3,542
| – | – | 0.04% | 117 |
|
2023
Q4 | $345K | Hold |
3,542
| – | – | 0.04% | 124 |
|
2023
Q3 | $342K | Hold |
3,542
| – | – | 0.04% | 118 |
|
2023
Q2 | $320K | Hold |
3,542
| – | – | 0.04% | 125 |
|
2023
Q1 | $309K | Buy |
3,542
+1,094
| +45% | +$95.3K | 0.04% | 126 |
|
2022
Q4 | $235K | Buy |
+2,448
| New | +$235K | 0.03% | 154 |
|
2022
Q2 | – | Sell |
-2,428
| Closed | -$238K | – | 154 |
|
2022
Q1 | $238K | Hold |
2,428
| – | – | 0.03% | 148 |
|
2021
Q4 | $226K | Hold |
2,428
| – | – | 0.02% | 140 |
|
2021
Q3 | $229K | Hold |
2,428
| – | – | 0.03% | 123 |
|
2021
Q2 | $234K | Hold |
2,428
| – | – | 0.02% | 132 |
|
2021
Q1 | $219K | Buy |
+2,428
| New | +$219K | 0.02% | 127 |
|
2017
Q3 | – | Sell |
-9,940
| Closed | -$589K | – | 145 |
|
2017
Q2 | $589K | Sell |
9,940
-7,445
| -43% | -$441K | 0.08% | 97 |
|
2017
Q1 | $1.04M | Sell |
17,385
-109,814
| -86% | -$6.58M | 0.15% | 80 |
|
2016
Q4 | $7.09M | Sell |
127,199
-11,857
| -9% | -$661K | 1.08% | 38 |
|
2016
Q3 | $7.58M | Buy |
139,056
+6,636
| +5% | +$362K | 1.17% | 36 |
|
2016
Q2 | $6.91M | Buy |
132,420
+11,275
| +9% | +$588K | 1.09% | 37 |
|
2016
Q1 | $6.59M | Buy |
121,145
+2,112
| +2% | +$115K | 1.03% | 40 |
|
2015
Q4 | $5.69M | Buy |
119,033
+1,156
| +1% | +$55.3K | 0.85% | 42 |
|
2015
Q3 | $5.21M | Buy |
117,877
+36,471
| +45% | +$1.61M | 0.79% | 44 |
|
2015
Q2 | $4.51M | Buy |
+81,406
| New | +$4.51M | 0.66% | 52 |
|