Heritage Trust’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $890K | Buy |
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|
2025
Q2 | $858K | Sell |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.44M | Buy |
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|
2024
Q2 | $1.02M | Buy |
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|
2024
Q1 | $1.01M | Hold |
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|
2023
Q4 | $871K | Sell |
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|
2023
Q3 | $881K | Sell |
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|
2023
Q2 | $874K | Buy |
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|
2023
Q1 | $796K | Sell |
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|
2022
Q4 | $944K | Buy |
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|
2022
Q3 | $647K | Sell |
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|
2022
Q2 | $709K | Buy |
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|
2022
Q1 | $874K | Buy |
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|
2021
Q4 | $821K | Hold |
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|
2021
Q3 | $832K | Buy |
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|
2021
Q2 | $835K | Sell |
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|
2021
Q1 | $783K | Buy |
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|
2020
Q4 | $677K | Hold |
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|
2020
Q3 | $552K | Sell |
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|
2020
Q2 | $612K | Hold |
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|
2020
Q1 | $471K | Buy |
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|
2019
Q4 | $748K | Sell |
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|
2019
Q3 | $662K | Hold |
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|
2019
Q2 | $660K | Sell |
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|
2019
Q1 | $712K | Buy |
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|
2018
Q4 | $567K | Sell |
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|
2018
Q3 | $734K | Hold |
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|
2018
Q2 | $662K | Hold |
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|
2018
Q1 | $654K | Sell |
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|
2017
Q4 | $672K | Hold |
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|
2017
Q3 | $606K | Hold |
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|
2017
Q2 | $575K | Buy |
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|
2017
Q1 | $566K | Buy |
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