Guardian Investment 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
$450K Hold
3,374
0.45% 42
2025
Q1
$370K Sell
3,374
-3,100
-48% -$340K 0.31% 50
2024
Q4
$802K Sell
6,474
-300
-4% -$37.2K 0.57% 41
2024
Q3
$741K Buy
6,774
+124
+2% +$13.6K 0.64% 39
2024
Q2
$733K Hold
6,650
0.52% 45
2024
Q1
$754K Hold
6,650
0.61% 45
2023
Q4
$647K Hold
6,650
0.55% 44
2023
Q3
$641K Hold
6,650
0.58% 43
2023
Q2
$601K Sell
6,650
-10,467
-61% -$946K 0.51% 47
2023
Q1
$1.54M Buy
17,117
+10,200
+147% +$920K 1.16% 33
2022
Q4
$664K Hold
6,917
0.63% 42
2022
Q3
$506K Sell
6,917
-3,083
-31% -$226K 0.51% 47
2022
Q2
$795K Hold
10,000
0.69% 41
2022
Q1
$976K Sell
10,000
-6,717
-40% -$656K 0.76% 43
2021
Q4
$1.55M Sell
16,717
-400
-2% -$37.2K 1.08% 34
2021
Q3
$1.71M Hold
17,117
1.26% 30
2021
Q2
$1.71M Hold
17,117
1.17% 28
2021
Q1
$1.54M Hold
17,117
1.1% 32
2020
Q4
$1.38M Hold
17,117
1.04% 34
2020
Q3
$1.12M Sell
17,117
-1,000
-6% -$65.5K 0.98% 36
2020
Q2
$1.12M Sell
18,117
-1,367
-7% -$84.8K 1.02% 36
2020
Q1
$928K Sell
19,484
-3,400
-15% -$162K 0.95% 37
2019
Q4
$1.75M Sell
22,884
-1,100
-5% -$83.9K 1.39% 25
2019
Q3
$1.6M Sell
23,984
-400
-2% -$26.7K 1.42% 26
2019
Q2
$1.63M Sell
24,384
-100
-0.4% -$6.67K 1.42% 28
2019
Q1
$1.68M Buy
24,484
+633
+3% +$43.3K 1.45% 29
2018
Q4
$1.43M Buy
23,851
+6,067
+34% +$362K 1.32% 30
2018
Q3
$1.36M Buy
17,784
+900
+5% +$68.9K 1.2% 33
2018
Q2
$1.17M Buy
+16,884
New +$1.17M 1.12% 34