Lipe & Dalton’s Emerson Electric EMR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
39,540
-2,680
| -6% | -$357K | 2.85% | 9 |
|
|
2025
Q1 | $4.63M | Sell |
42,220
-600
| -1% | -$65.8K | 2.59% | 11 |
|
|
2024
Q4 | $5.31M | Sell |
42,820
-215
| -0.5% | -$26.6K | 2.81% | 8 |
|
|
2024
Q3 | $4.71M | Sell |
43,035
-95
| -0.2% | -$10.4K | 2.38% | 13 |
|
|
2024
Q2 | $4.75M | Sell |
43,130
-910
| -2% | -$100K | 2.56% | 11 |
|
|
2024
Q1 | $5M | Sell |
44,040
-400
| -0.9% | -$45.4K | 2.58% | 12 |
|
|
2023
Q4 | $4.33M | Sell |
44,440
-140
| -0.3% | -$13.6K | 2.35% | 14 |
|
|
2023
Q3 | $4.31M | Sell |
44,580
-620
| -1% | -$59.9K | 2.59% | 11 |
|
|
2023
Q2 | $4.09M | Sell |
45,200
-105
| -0.2% | -$9.49K | 2.33% | 13 |
|
|
2023
Q1 | $3.95M | Sell |
45,305
-635
| -1% | -$55.3K | 2.26% | 16 |
|
|
2022
Q4 | $4.41M | Sell |
45,940
-540
| -1% | -$51.9K | 2.54% | 14 |
|
|
2022
Q3 | $3.4M | Hold |
46,480
| – | – | 2.13% | 18 |
|
|
2022
Q2 | $3.7M | Buy |
46,480
+1,000
| +2% | +$79.5K | 2.16% | 17 |
|
|
2022
Q1 | $4.46M | Sell |
45,480
-670
| -1% | -$65.7K | 2.18% | 17 |
|
|
2021
Q4 | $4.29M | Buy |
46,150
+40
| +0.1% | +$3.72K | 2.03% | 16 |
|
|
2021
Q3 | $4.34M | Buy |
46,110
+1,740
| +4% | +$164K | 2.23% | 16 |
|
|
2021
Q2 | $4.27M | Sell |
44,370
-120
| -0.3% | -$11.5K | 2.22% | 17 |
|
|
2021
Q1 | $4.01M | Sell |
44,490
-100
| -0.2% | -$9.02K | 2.23% | 18 |
|
|
2020
Q4 | $3.58M | Sell |
44,590
-200
| -0.4% | -$16.1K | 2.2% | 17 |
|
|
2020
Q3 | $2.94M | Buy |
44,790
+110
| +0.2% | +$7.21K | 2.04% | 21 |
|
|
2020
Q2 | $2.77M | Buy |
44,680
+1,190
| +3% | +$73.8K | 2.01% | 20 |
|
|
2020
Q1 | $2.07M | Buy |
43,490
+295
| +0.7% | +$14.1K | 1.75% | 22 |
|
|
2019
Q4 | $3.29M | Buy |
43,195
+3,620
| +9% | +$276K | 2.18% | 19 |
|
|
2019
Q3 | $2.65M | Sell |
39,575
-980
| -2% | -$65.5K | 1.93% | 22 |
|
|
2019
Q2 | $2.71M | Sell |
40,555
-990
| -2% | -$66.1K | 1.93% | 23 |
|
|
2019
Q1 | $2.85M | Sell |
41,545
-100
| -0.2% | -$6.85K | 2.09% | 19 |
|
|
2018
Q4 | $2.49M | Sell |
41,645
-50
| -0.1% | -$2.99K | 2.03% | 20 |
|
|
2018
Q3 | $3.19M | Buy |
41,695
+1,840
| +5% | +$141K | 2.18% | 21 |
|
|
2018
Q2 | $2.76M | Buy |
39,855
+400
| +1% | +$27.7K | 2.03% | 20 |
|
|
2018
Q1 | $2.7M | Sell |
39,455
-2,250
| -5% | -$154K | 1.93% | 23 |
|
|
2017
Q4 | $2.91M | Sell |
41,705
-350
| -0.8% | -$24.4K | 2.01% | 24 |
|
|
2017
Q3 | $2.64M | Sell |
42,055
-70
| -0.2% | -$4.4K | 1.86% | 27 |
|
|
2017
Q2 | $2.51M | Buy |
42,125
+560
| +1% | +$33.4K | 1.63% | 31 |
|
|
2017
Q1 | $2.49M | Sell |
41,565
-120
| -0.3% | -$7.18K | 1.8% | 27 |
|
|
2016
Q4 | $2.32M | Sell |
41,685
-3,735
| -8% | -$208K | 1.65% | 28 |
|
|
2016
Q3 | $2.48M | Buy |
45,420
+1,890
| +4% | +$103K | 1.66% | 29 |
|
|
2016
Q2 | $2.27M | Buy |
43,530
+545
| +1% | +$28.4K | 1.57% | 27 |
|
|
2016
Q1 | $2.34M | Buy |
42,985
+475
| +1% | +$25.8K | 1.84% | 26 |
|
|
2015
Q4 | $2.03M | Buy |
42,510
+23,070
| +119% | +$1.1M | 1.65% | 25 |
|
|
2015
Q3 | $859K | Buy |
19,440
+6,505
| +50% | +$287K | 0.71% | 35 |
|
|
2015
Q2 | $717K | Buy |
+12,935
| New | +$717K | 0.51% | 38 |
|