HPIA
Hamilton Point Investment Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $369K | Buy |
2,765
+9
| +0.3% | +$1.2K | 0.06% | 104 |
|
|
2025
Q1 | $302K | Buy |
2,756
+28
| +1% | +$3.07K | 0.05% | 105 |
|
|
2024
Q4 | $338K | Buy |
2,728
+524
| +24% | +$64.9K | 0.06% | 102 |
|
|
2024
Q3 | $241K | Sell |
2,204
-1,200
| -35% | -$131K | 0.04% | 109 |
|
|
2024
Q2 | $375K | Hold |
3,404
| – | – | 0.07% | 95 |
|
|
2024
Q1 | $386K | Sell |
3,404
-200
| -6% | -$22.7K | 0.07% | 97 |
|
|
2023
Q4 | $351K | Buy |
3,604
+1,000
| +38% | +$97.3K | 0.07% | 104 |
|
|
2023
Q3 | $251K | Sell |
2,604
-400
| -13% | -$38.6K | 0.06% | 106 |
|
|
2023
Q2 | $272K | Hold |
3,004
| – | – | 0.06% | 105 |
|
|
2023
Q1 | $262K | Buy |
+3,004
| New | +$262K | 0.06% | 103 |
|
|
2016
Q4 | – | Sell |
-42,112
| Closed | -$2.3M | – | 73 |
|
|
2016
Q3 | $2.3M | Buy |
42,112
+965
| +2% | +$52.6K | 1.44% | 32 |
|
|
2016
Q2 | $2.15M | Sell |
41,147
-235
| -0.6% | -$12.3K | 1.4% | 32 |
|
|
2016
Q1 | $2.25M | Sell |
41,382
-937
| -2% | -$50.9K | 1.5% | 29 |
|
|
2015
Q4 | $2.02M | Buy |
42,319
+2,665
| +7% | +$127K | 1.4% | 33 |
|
|
2015
Q3 | $1.75M | Buy |
39,654
+3,038
| +8% | +$134K | 1.37% | 32 |
|
|
2015
Q2 | $2.03M | Buy |
36,616
+450
| +1% | +$24.9K | 1.64% | 26 |
|
|
2015
Q1 | $2.05M | Buy |
36,166
+930
| +3% | +$52.7K | 1.68% | 24 |
|
|
2014
Q4 | $2.18M | Buy |
35,236
+807
| +2% | +$49.8K | 1.87% | 20 |
|
|
2014
Q3 | $2.16M | Buy |
34,429
+80
| +0.2% | +$5.01K | 2% | 21 |
|
|
2014
Q2 | $2.28M | Sell |
34,349
-615
| -2% | -$40.8K | 2.12% | 16 |
|
|
2014
Q1 | $2.34M | Buy |
34,964
+675
| +2% | +$45.1K | 2.18% | 14 |
|
|
2013
Q4 | $2.41M | Buy |
+34,289
| New | +$2.41M | 2.4% | 10 |
|