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 |
|