Legacy Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.53M | Sell |
19,345
-1,366
| -7% | -$196K | 0.16% | 102 |
|
|
2025
Q4 | $2.75M | Buy |
20,711
+838
| +4% | +$111K | 0.16% | 102 |
|
|
2025
Q3 | $2.61M | Sell |
19,873
-92
| -0.5% | -$12.5K | 0.16% | 101 |
|
|
2025
Q2 | $2.66M | Sell |
19,965
-1,173
| -6% | -$135K | 0.17% | 94 |
|
|
2025
Q1 | $2.32M | Buy |
21,138
+2,245
| +12% | +$271K | 0.16% | 100 |
|
|
2024
Q4 | $2.34M | Buy |
18,893
+1,230
| +7% | +$149K | 0.15% | 111 |
|
|
2024
Q3 | $1.93M | Buy |
17,663
+1,555
| +10% | +$167K | 0.13% | 120 |
|
|
2024
Q2 | $1.77M | Buy |
16,108
+1,201
| +8% | +$133K | 0.13% | 120 |
|
|
2024
Q1 | $1.69M | Sell |
14,907
-4,483
| -23% | -$460K | 0.12% | 123 |
|
|
2023
Q4 | $1.89M | Buy |
19,390
+1,555
| +9% | +$142K | 0.15% | 116 |
|
|
2023
Q3 | $1.72M | Sell |
17,835
-55
| -0.3% | -$5.24K | 0.15% | 111 |
|
|
2023
Q2 | $1.62M | Buy |
17,890
+5,015
| +39% | +$422K | 0.13% | 116 |
|
|
2023
Q1 | $1.12M | Sell |
12,875
-230
| -2% | -$20.1K | 0.1% | 131 |
|
|
2022
Q4 | $1.26M | Sell |
13,105
-130
| -1% | -$11.7K | 0.11% | 130 |
|
|
2022
Q3 | $969K | Buy |
13,235
+9,460
| +251% | +$786K | 0.09% | 131 |
|
|
2022
Q2 | $300K | Sell |
3,775
-1,265
| -25% | -$112K | 0.03% | 196 |
|
|
2022
Q1 | $494K | Sell |
5,040
-2,355
| -32% | -$223K | 0.04% | 191 |
|
|
2021
Q4 | $688K | Sell |
7,395
-2,112
| -22% | -$199K | 0.05% | 173 |
|
|
2021
Q3 | $896K | Sell |
9,507
-377
| -4% | -$37.6K | 0.07% | 153 |
|
|
2021
Q2 | $951K | Buy |
9,884
+634
| +7% | +$59.6K | 0.08% | 147 |
|
|
2021
Q1 | $835K | Buy |
9,250
+850
| +10% | +$73.1K | 0.08% | 148 |
|
|
2020
Q4 | $675K | Buy |
8,400
+2,510
| +43% | +$187K | 0.06% | 151 |
|
|
2020
Q3 | $386K | Buy |
+5,890
| New | +$388K | 0.04% | 178 |
|
|
2020
Q1 | – | Sell |
-2,848
| Closed | -$217K | – | 209 |
|
|
2019
Q4 | $217K | Buy |
+2,848
| New | +$205K | 0.02% | 225 |
|
|
2018
Q4 | – | Sell |
-3,175
| Closed | -$243K | – | 223 |
|
|
2018
Q3 | $243K | Buy |
3,175
+75
| +2% | +$5.53K | 0.03% | 210 |
|
|
2018
Q2 | $214K | Sell |
3,100
-175
| -5% | -$12.3K | 0.03% | 215 |
|
|
2018
Q1 | $224K | Hold |
3,275
| – | – | 0.03% | 219 |
|
|
2017
Q4 | $228K | Buy |
3,275
+75
| +2% | +$4.86K | 0.03% | 217 |
|
|
2017
Q3 | $201K | Buy |
+3,200
| New | +$193K | 0.02% | 231 |
|
|
2015
Q1 | – | Sell |
-3,850
| Closed | -$238K | – | 247 |
|
|
2014
Q4 | $238K | Hold |
3,850
| – | – | 0.03% | 235 |
|
|
2014
Q3 | $241K | Hold |
3,850
| – | – | 0.04% | 226 |
|
|
2014
Q2 | $255K | Hold |
3,850
| – | – | 0.04% | 226 |
|
|
2014
Q1 | $257K | Hold |
3,850
| – | – | 0.04% | 182 |
|
|
2013
Q4 | $270K | Sell |
3,850
-1,100
| -22% | -$73.5K | 0.05% | 175 |
|
|
2013
Q3 | $320K | Buy |
4,950
+900
| +22% | +$55K | 0.07% | 151 |
|
|
2013
Q2 | $221K | Buy |
+4,050
| New | +$228K | 0.05% | 167 |
|
Other funds holding EMR
VCM
VPM
