JMFC
J.M. Forbes & Co’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Hold |
12,023
| – | – | 0.15% | 72 |
|
|
2025
Q1 | $1.32M | Hold |
12,023
| – | – | 0.13% | 74 |
|
|
2024
Q4 | $1.49M | Hold |
12,023
| – | – | 0.14% | 74 |
|
|
2024
Q3 | $1.31M | Sell |
12,023
-75
| -0.6% | -$8.2K | 0.13% | 74 |
|
|
2024
Q2 | $1.33M | Buy |
12,098
+75
| +0.6% | +$8.26K | 0.14% | 70 |
|
|
2024
Q1 | $1.36M | Sell |
12,023
-75
| -0.6% | -$8.51K | 0.15% | 69 |
|
|
2023
Q4 | $1.18M | Buy |
12,098
+75
| +0.6% | +$7.3K | 0.14% | 72 |
|
|
2023
Q3 | $1.16M | Hold |
12,023
| – | – | 0.15% | 67 |
|
|
2023
Q2 | $1.09M | Sell |
12,023
-5
| -0% | -$452 | 0.14% | 72 |
|
|
2023
Q1 | $1.05M | Buy |
12,028
+75
| +0.6% | +$6.54K | 0.14% | 53 |
|
|
2022
Q4 | $1.15M | Hold |
11,953
| – | – | 0.17% | 50 |
|
|
2022
Q3 | $875K | Sell |
11,953
-5
| -0% | -$366 | 0.14% | 57 |
|
|
2022
Q2 | $951K | Sell |
11,958
-12
| -0.1% | -$954 | 0.14% | 57 |
|
|
2022
Q1 | $1.17M | Hold |
11,970
| – | – | 0.15% | 57 |
|
|
2021
Q4 | $1.11M | Sell |
11,970
-5
| -0% | -$465 | 0.13% | 57 |
|
|
2021
Q3 | $1.13M | Sell |
11,975
-565
| -5% | -$53.2K | 0.14% | 52 |
|
|
2021
Q2 | $1.21M | Hold |
12,540
| – | – | 0.15% | 51 |
|
|
2021
Q1 | $1.13M | Sell |
12,540
-25
| -0.2% | -$2.26K | 0.16% | 47 |
|
|
2020
Q4 | $1.01M | Hold |
12,565
| – | – | 0.15% | 46 |
|
|
2020
Q3 | $824K | Hold |
12,565
| – | – | 0.13% | 49 |
|
|
2020
Q2 | $779K | Sell |
12,565
-75
| -0.6% | -$4.65K | 0.14% | 47 |
|
|
2020
Q1 | $602K | Sell |
12,640
-200
| -2% | -$9.53K | 0.13% | 54 |
|
|
2019
Q4 | $979K | Buy |
12,840
+275
| +2% | +$21K | 0.16% | 55 |
|
|
2019
Q3 | $840K | Sell |
12,565
-164,558
| -93% | -$11M | 0.16% | 56 |
|
|
2019
Q2 | $11.8M | Buy |
177,123
+16,977
| +11% | +$1.13M | 2.28% | 17 |
|
|
2019
Q1 | $11M | Buy |
160,146
+5,989
| +4% | +$410K | 2.35% | 15 |
|
|
2018
Q4 | $9.21M | Sell |
154,157
-2,561
| -2% | -$153K | 2.18% | 17 |
|
|
2018
Q3 | $12M | Buy |
156,718
+144
| +0.1% | +$11K | 2.55% | 9 |
|
|
2018
Q2 | $10.8M | Buy |
156,574
+1,438
| +0.9% | +$99.4K | 2.42% | 12 |
|
|
2018
Q1 | $10.6M | Buy |
155,136
+76,219
| +97% | +$5.21M | 2.47% | 12 |
|
|
2017
Q4 | $5.5M | Buy |
78,917
+65,952
| +509% | +$4.6M | 1.27% | 38 |
|
|
2017
Q3 | $814K | Hold |
12,965
| – | – | 0.2% | 57 |
|
|
2017
Q2 | $772K | Sell |
12,965
-75
| -0.6% | -$4.47K | 0.2% | 55 |
|
|
2017
Q1 | $781K | Sell |
13,040
-140
| -1% | -$8.39K | 0.2% | 56 |
|
|
2016
Q4 | $734K | Hold |
13,180
| – | – | 0.2% | 54 |
|
|
2016
Q3 | $718K | Buy |
13,180
+415
| +3% | +$22.6K | 0.2% | 53 |
|
|
2016
Q2 | $665K | Hold |
12,765
| – | – | 0.18% | 54 |
|
|
2016
Q1 | $694K | Sell |
12,765
-75
| -0.6% | -$4.08K | 0.2% | 51 |
|
|
2015
Q4 | $614K | Buy |
12,840
+75
| +0.6% | +$3.59K | 0.16% | 55 |
|
|
2015
Q3 | $563K | Hold |
12,765
| – | – | 0.16% | 55 |
|
|
2015
Q2 | $708K | Sell |
12,765
-3,220
| -20% | -$179K | 0.19% | 51 |
|
|
2015
Q1 | $905K | Sell |
15,985
-295
| -2% | -$16.7K | 0.24% | 50 |
|
|
2014
Q4 | $944K | Sell |
16,280
-66,152
| -80% | -$3.84M | 0.25% | 48 |
|
|
2014
Q3 | $5.16M | Sell |
82,432
-1,867
| -2% | -$117K | 1.3% | 34 |
|
|
2014
Q2 | $5.59M | Sell |
84,299
-275
| -0.3% | -$18.2K | 1.39% | 34 |
|
|
2014
Q1 | $5.65M | Sell |
84,574
-1,025
| -1% | -$68.5K | 1.47% | 35 |
|
|
2013
Q4 | $6.01M | Buy |
85,599
+5,477
| +7% | +$384K | 1.52% | 34 |
|
|
2013
Q3 | $5.18M | Buy |
80,122
+610
| +0.8% | +$39.5K | 1.47% | 34 |
|
|
2013
Q2 | $4.34M | Buy |
+79,512
| New | +$4.34M | 1.29% | 36 |
|