Gladstone Institutional Advisory’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 | $687K | Buy |
5,152
+138
| +3% | +$18.4K | 0.03% | 417 |
|
|
2025
Q1 | $550K | Buy |
5,014
+127
| +3% | +$13.9K | 0.03% | 444 |
|
|
2024
Q4 | $606K | Sell |
4,887
-181
| -4% | -$22.4K | 0.03% | 423 |
|
|
2024
Q3 | $554K | Buy |
5,068
+175
| +4% | +$19.1K | 0.03% | 427 |
|
|
2024
Q2 | $539K | Buy |
4,893
+992
| +25% | +$109K | 0.03% | 411 |
|
|
2024
Q1 | $442K | Sell |
3,901
-1,406
| -26% | -$159K | 0.02% | 443 |
|
|
2023
Q4 | $517K | Sell |
5,307
-604
| -10% | -$58.8K | 0.03% | 410 |
|
|
2023
Q3 | $571K | Sell |
5,911
-108
| -2% | -$10.4K | 0.04% | 366 |
|
|
2023
Q2 | $544K | Sell |
6,019
-842
| -12% | -$76.1K | 0.03% | 389 |
|
|
2023
Q1 | $598K | Buy |
6,861
+1,019
| +17% | +$88.8K | 0.04% | 368 |
|
|
2022
Q4 | $561K | Sell |
5,842
-1,595
| -21% | -$153K | 0.04% | 377 |
|
|
2022
Q3 | $545K | Sell |
7,437
-648
| -8% | -$47.5K | 0.04% | 376 |
|
|
2022
Q2 | $643K | Sell |
8,085
-1,830
| -18% | -$146K | 0.05% | 355 |
|
|
2022
Q1 | $972K | Sell |
9,915
-16,273
| -62% | -$1.6M | 0.07% | 297 |
|
|
2021
Q4 | $2.44M | Buy |
26,188
+6,217
| +31% | +$578K | 0.19% | 151 |
|
|
2021
Q3 | $1.88M | Buy |
19,971
+7,044
| +54% | +$663K | 0.18% | 148 |
|
|
2021
Q2 | $1.24M | Buy |
12,927
+9,959
| +336% | +$958K | 0.15% | 164 |
|
|
2021
Q1 | $268K | Buy |
+2,968
| New | +$268K | 0.04% | 340 |
|