EFS
Essex Financial Services’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
9,469
+83
| +0.9% | +$11.1K | 0.08% | 212 |
|
|
2025
Q1 | $1.03M | Sell |
9,386
-27
| -0.3% | -$2.96K | 0.07% | 225 |
|
|
2024
Q4 | $1.17M | Buy |
9,413
+339
| +4% | +$42K | 0.08% | 208 |
|
|
2024
Q3 | $993K | Sell |
9,074
-3,075
| -25% | -$337K | 0.07% | 246 |
|
|
2024
Q2 | $1.27M | Buy |
12,149
+2,340
| +24% | +$245K | 0.09% | 196 |
|
|
2024
Q1 | $1.11M | Sell |
9,809
-282
| -3% | -$32K | 0.1% | 191 |
|
|
2023
Q4 | $982K | Sell |
10,091
-87
| -0.9% | -$8.47K | 0.1% | 195 |
|
|
2023
Q3 | $983K | Buy |
10,178
+99
| +1% | +$9.56K | 0.11% | 177 |
|
|
2023
Q2 | $911K | Sell |
10,079
-550
| -5% | -$49.7K | 0.1% | 186 |
|
|
2023
Q1 | $926K | Sell |
10,629
-12
| -0.1% | -$1.05K | 0.1% | 193 |
|
|
2022
Q4 | $1.02M | Buy |
10,641
+247
| +2% | +$23.7K | 0.11% | 177 |
|
|
2022
Q3 | $761K | Buy |
10,394
+6
| +0.1% | +$439 | 0.09% | 196 |
|
|
2022
Q2 | $826K | Buy |
10,388
+7
| +0.1% | +$557 | 0.09% | 201 |
|
|
2022
Q1 | $1.02M | Sell |
10,381
-1,186
| -10% | -$116K | 0.1% | 198 |
|
|
2021
Q4 | $1.08M | Buy |
11,567
+2
| +0% | +$186 | 0.11% | 189 |
|
|
2021
Q3 | $1.09M | Buy |
11,565
+1,404
| +14% | +$132K | 0.12% | 176 |
|
|
2021
Q2 | $917K | Hold |
10,161
| – | – | 0.13% | 164 |
|
|
2021
Q1 | $917K | Buy |
10,161
+798
| +9% | +$72K | 0.16% | 140 |
|
|
2020
Q4 | $753K | Sell |
9,363
-1,600
| -15% | -$129K | 0.15% | 142 |
|
|
2020
Q3 | $719K | Buy |
10,963
+3,052
| +39% | +$200K | 0.18% | 121 |
|
|
2020
Q2 | $491K | Sell |
7,911
-1,457
| -16% | -$90.4K | 0.15% | 134 |
|
|
2020
Q1 | $446K | Hold |
9,368
| – | – | 0.16% | 135 |
|
|
2019
Q4 | $714K | Sell |
9,368
-109
| -1% | -$8.31K | 0.2% | 118 |
|
|
2019
Q3 | $634K | Buy |
9,477
+116
| +1% | +$7.76K | 0.2% | 115 |
|
|
2019
Q2 | $625K | Sell |
9,361
-198
| -2% | -$13.2K | 0.18% | 117 |
|
|
2019
Q1 | $655K | Buy |
9,559
+1
| +0% | +$69 | 0.2% | 108 |
|
|
2018
Q4 | $571K | Sell |
9,558
-501
| -5% | -$29.9K | 0.17% | 120 |
|
|
2018
Q3 | $770K | Buy |
10,059
+301
| +3% | +$23K | 0.17% | 119 |
|
|
2018
Q2 | $675K | Sell |
9,758
-498
| -5% | -$34.4K | 0.16% | 127 |
|
|
2018
Q1 | $701K | Buy |
10,256
+1
| +0% | +$68 | 0.14% | 160 |
|
|
2017
Q4 | $715K | Buy |
10,255
+2
| +0% | +$139 | 0.17% | 121 |
|
|
2017
Q3 | $644K | Buy |
10,253
+2
| +0% | +$126 | 0.16% | 129 |
|
|
2017
Q2 | $611K | Sell |
10,251
-2,139
| -17% | -$127K | 0.13% | 163 |
|
|
2017
Q1 | $742K | Buy |
12,390
+2
| +0% | +$120 | 0.17% | 132 |
|
|
2016
Q4 | $691K | Buy |
12,388
+215
| +2% | +$12K | 0.15% | 141 |
|
|
2016
Q3 | $664K | Sell |
12,173
-728
| -6% | -$39.7K | 0.16% | 138 |
|
|
2016
Q2 | $673K | Hold |
12,901
| – | – | 0.16% | 136 |
|
|
2016
Q1 | $702K | Hold |
12,901
| – | – | 0.17% | 131 |
|
|
2015
Q4 | $617K | Sell |
12,901
-350
| -3% | -$16.7K | 0.15% | 154 |
|
|
2015
Q3 | $585K | Sell |
13,251
-720
| -5% | -$31.8K | 0.15% | 149 |
|
|
2015
Q2 | $774K | Sell |
13,971
-2,073
| -13% | -$115K | 0.2% | 127 |
|
|
2015
Q1 | $908K | Sell |
16,044
-4,237
| -21% | -$240K | 0.23% | 108 |
|
|
2014
Q4 | $1.25M | Buy |
20,281
+5,198
| +34% | +$321K | 0.33% | 79 |
|
|
2014
Q3 | $944K | Sell |
15,083
-1,400
| -8% | -$87.6K | 0.28% | 85 |
|
|
2014
Q2 | $1.09M | Hold |
16,483
| – | – | 0.33% | 76 |
|
|
2014
Q1 | $1.1M | Sell |
16,483
-780
| -5% | -$52.1K | 0.36% | 68 |
|
|
2013
Q4 | $1.21M | Buy |
17,263
+6,445
| +60% | +$452K | 0.41% | 61 |
|
|
2013
Q3 | $700 | Sell |
10,818
-3,270
| -23% | -$212 | 0.22% | 97 |
|
|
2013
Q2 | $768K | Buy |
+14,088
| New | +$768K | 0.27% | 91 |
|