Great Diamond Partners’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
$591K Buy
+4,433
New +$591K 0.12% 138
2024
Q2
Sell
-1,990
Closed -$226K 218
2024
Q1
$226K Buy
+1,990
New +$226K 0.05% 207
2023
Q1
Sell
-2,104
Closed -$202K 219
2022
Q4
$202K Buy
+2,104
New +$202K 0.06% 210
2022
Q2
Sell
-2,100
Closed -$205K 211
2022
Q1
$205K Sell
2,100
-1,048
-33% -$102K 0.06% 211
2021
Q4
$292K Buy
3,148
+188
+6% +$17.4K 0.08% 183
2021
Q3
$278K Buy
2,960
+101
+4% +$9.49K 0.08% 172
2021
Q2
$275K Buy
2,859
+176
+7% +$16.9K 0.08% 170
2021
Q1
$242K Buy
2,683
+25
+0.9% +$2.26K 0.07% 173
2020
Q4
$213K Sell
2,658
-1,000
-27% -$80.1K 0.07% 172
2020
Q3
$239K Hold
3,658
0.09% 143
2020
Q2
$226K Buy
+3,658
New +$226K 0.09% 130
2020
Q1
Sell
-3,746
Closed -$285K 267
2019
Q4
$285K Buy
+3,746
New +$285K 0.11% 118