JIC
Joel Isaacson & Co’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Hold |
6,379
| – | – | 0.03% | 183 |
|
|
2025
Q1 | $699K | Buy |
6,379
+10
| +0.2% | +$1.1K | 0.03% | 196 |
|
|
2024
Q4 | $789K | Hold |
6,369
| – | – | 0.04% | 172 |
|
|
2024
Q3 | $697K | Hold |
6,369
| – | – | 0.03% | 178 |
|
|
2024
Q2 | $702K | Hold |
6,369
| – | – | 0.04% | 167 |
|
|
2024
Q1 | $722K | Sell |
6,369
-246
| -4% | -$27.9K | 0.04% | 161 |
|
|
2023
Q4 | $644K | Buy |
6,615
+413
| +7% | +$40.2K | 0.04% | 162 |
|
|
2023
Q3 | $599K | Sell |
6,202
-45
| -0.7% | -$4.35K | 0.04% | 167 |
|
|
2023
Q2 | $565K | Hold |
6,247
| – | – | 0.04% | 176 |
|
|
2023
Q1 | $544K | Hold |
6,247
| – | – | 0.04% | 175 |
|
|
2022
Q4 | $600K | Sell |
6,247
-897
| -13% | -$86.2K | 0.05% | 155 |
|
|
2022
Q3 | $523K | Buy |
7,144
+125
| +2% | +$9.15K | 0.05% | 161 |
|
|
2022
Q2 | $558K | Hold |
7,019
| – | – | 0.05% | 155 |
|
|
2022
Q1 | $660K | Hold |
7,019
| – | – | 0.05% | 153 |
|
|
2021
Q4 | $653K | Hold |
7,019
| – | – | 0.04% | 159 |
|
|
2021
Q3 | $661K | Hold |
7,019
| – | – | 0.05% | 156 |
|
|
2021
Q2 | $676K | Hold |
7,019
| – | – | 0.05% | 146 |
|
|
2021
Q1 | $633K | Hold |
7,019
| – | – | 0.06% | 131 |
|
|
2020
Q4 | $564K | Hold |
7,019
| – | – | 0.06% | 136 |
|
|
2020
Q3 | $460K | Hold |
7,019
| – | – | 0.06% | 135 |
|
|
2020
Q2 | $435K | Hold |
7,019
| – | – | 0.06% | 127 |
|
|
2020
Q1 | $334K | Hold |
7,019
| – | – | 0.06% | 130 |
|
|
2019
Q4 | $535K | Hold |
7,019
| – | – | 0.07% | 123 |
|
|
2019
Q3 | $469K | Hold |
7,019
| – | – | 0.07% | 127 |
|
|
2019
Q2 | $468K | Hold |
7,019
| – | – | 0.07% | 131 |
|
|
2019
Q1 | $481K | Sell |
7,019
-150
| -2% | -$10.3K | 0.07% | 141 |
|
|
2018
Q4 | $445K | Sell |
7,169
-287
| -4% | -$17.8K | 0.07% | 144 |
|
|
2018
Q3 | $571K | Hold |
7,456
| – | – | 0.09% | 111 |
|
|
2018
Q2 | $516K | Buy |
7,456
+1,500
| +25% | +$104K | 0.09% | 114 |
|
|
2018
Q1 | $407K | Hold |
5,956
| – | – | 0.07% | 130 |
|
|
2017
Q4 | $415K | Sell |
5,956
-100
| -2% | -$6.97K | 0.07% | 129 |
|
|
2017
Q3 | $381K | Hold |
6,056
| – | – | 0.07% | 127 |
|
|
2017
Q2 | $361K | Hold |
6,056
| – | – | 0.07% | 121 |
|
|
2017
Q1 | $363K | Hold |
6,056
| – | – | 0.07% | 119 |
|
|
2016
Q4 | $338K | Hold |
6,056
| – | – | 0.07% | 113 |
|
|
2016
Q3 | $330K | Hold |
6,056
| – | – | 0.07% | 124 |
|
|
2016
Q2 | $316K | Hold |
6,056
| – | – | 0.07% | 130 |
|
|
2016
Q1 | $329K | Sell |
6,056
-57
| -0.9% | -$3.1K | 0.07% | 132 |
|
|
2015
Q4 | $292K | Buy |
6,113
+57
| +0.9% | +$2.72K | 0.07% | 130 |
|
|
2015
Q3 | $267K | Hold |
6,056
| – | – | 0.07% | 122 |
|
|
2015
Q2 | $336K | Hold |
6,056
| – | – | 0.09% | 114 |
|
|
2015
Q1 | $343K | Buy |
6,056
+2,000
| +49% | +$113K | 0.09% | 113 |
|
|
2014
Q4 | $250K | Hold |
4,056
| – | – | 0.07% | 129 |
|
|
2014
Q3 | $254K | Sell |
4,056
-600
| -13% | -$37.6K | 0.08% | 104 |
|
|
2014
Q2 | $309K | Hold |
4,656
| – | – | 0.1% | 92 |
|
|
2014
Q1 | $311K | Sell |
4,656
-151
| -3% | -$10.1K | 0.1% | 87 |
|
|
2013
Q4 | $337K | Hold |
4,807
| – | – | 0.12% | 76 |
|
|
2013
Q3 | $311K | Buy |
4,807
+1,000
| +26% | +$64.7K | 0.13% | 73 |
|
|
2013
Q2 | $208K | Buy |
+3,807
| New | +$208K | 0.1% | 88 |
|