Evergreen Capital Management’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 | $931K | Buy |
6,981
+823
| +13% | +$110K | 0.03% | 378 |
|
|
2025
Q1 | $675K | Buy |
6,158
+509
| +9% | +$55.8K | 0.02% | 407 |
|
|
2024
Q4 | $700K | Buy |
5,649
+678
| +14% | +$84K | 0.02% | 407 |
|
|
2024
Q3 | $544K | Sell |
4,971
-87
| -2% | -$9.52K | 0.02% | 473 |
|
|
2024
Q2 | $557K | Buy |
5,058
+244
| +5% | +$26.9K | 0.02% | 440 |
|
|
2024
Q1 | $546K | Sell |
4,814
-272
| -5% | -$30.9K | 0.02% | 424 |
|
|
2023
Q4 | $495K | Buy |
5,086
+627
| +14% | +$61K | 0.02% | 425 |
|
|
2023
Q3 | $431K | Buy |
4,459
+133
| +3% | +$12.8K | 0.02% | 431 |
|
|
2023
Q2 | $391K | Sell |
4,326
-1,111
| -20% | -$100K | 0.02% | 461 |
|
|
2023
Q1 | $474K | Buy |
5,437
+317
| +6% | +$27.6K | 0.02% | 388 |
|
|
2022
Q4 | $492K | Sell |
5,120
-277
| -5% | -$26.6K | 0.02% | 372 |
|
|
2022
Q3 | $396K | Buy |
5,397
+1,049
| +24% | +$77K | 0.02% | 387 |
|
|
2022
Q2 | $346K | Buy |
4,348
+238
| +6% | +$18.9K | 0.02% | 387 |
|
|
2022
Q1 | $403K | Buy |
4,110
+277
| +7% | +$27.2K | 0.02% | 415 |
|
|
2021
Q4 | $356K | Sell |
3,833
-357
| -9% | -$33.2K | 0.01% | 432 |
|
|
2021
Q3 | $395K | Buy |
4,190
+271
| +7% | +$25.5K | 0.02% | 390 |
|
|
2021
Q2 | $377K | Buy |
3,919
+131
| +3% | +$12.6K | 0.02% | 373 |
|
|
2021
Q1 | $342K | Buy |
3,788
+184
| +5% | +$16.6K | 0.02% | 371 |
|
|
2020
Q4 | $290K | Sell |
3,604
-26
| -0.7% | -$2.09K | 0.02% | 349 |
|
|
2020
Q3 | $238K | Sell |
3,630
-2,738
| -43% | -$180K | 0.02% | 361 |
|
|
2020
Q2 | $395K | Buy |
6,368
+615
| +11% | +$38.1K | 0.03% | 269 |
|
|
2020
Q1 | $274K | Buy |
5,753
+224
| +4% | +$10.7K | 0.03% | 290 |
|
|
2019
Q4 | $422K | Sell |
5,529
-18
| -0.3% | -$1.37K | 0.04% | 273 |
|
|
2019
Q3 | $371K | Sell |
5,547
-389
| -7% | -$26K | 0.03% | 269 |
|
|
2019
Q2 | $396K | Hold |
5,936
| – | – | 0.04% | 256 |
|
|
2019
Q1 | $406K | Sell |
5,936
-81
| -1% | -$5.54K | 0.04% | 234 |
|
|
2018
Q4 | $360K | Sell |
6,017
-2,064
| -26% | -$123K | 0.04% | 239 |
|
|
2018
Q3 | $619K | Hold |
8,081
| – | – | 0.05% | 204 |
|
|
2018
Q2 | $559K | Buy |
8,081
+4,984
| +161% | +$345K | 0.05% | 208 |
|
|
2018
Q1 | $212K | Buy |
+3,097
| New | +$212K | 0.02% | 332 |
|
|
2014
Q2 | – | Sell |
-3,050
| Closed | -$204K | – | 101 |
|
|
2014
Q1 | $204K | Hold |
3,050
| – | – | 0.04% | 99 |
|
|
2013
Q4 | $214K | Buy |
+3,050
| New | +$214K | 0.04% | 102 |
|