LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Hold |
8,671
| – | – | 0.01% | 151 |
|
|
2025
Q1 | $876K | Sell |
8,671
-319
| -4% | -$32.2K | 0.01% | 161 |
|
|
2024
Q4 | $1.16M | Sell |
8,990
-75
| -0.8% | -$9.67K | 0.01% | 155 |
|
|
2024
Q3 | $981K | Sell |
9,065
-130
| -1% | -$14.1K | 0.01% | 165 |
|
|
2024
Q2 | $1.09M | Hold |
9,195
| – | – | 0.01% | 146 |
|
|
2024
Q1 | $999K | Hold |
9,195
| – | – | 0.01% | 149 |
|
|
2023
Q4 | $843K | Hold |
9,195
| – | – | 0.01% | 166 |
|
|
2023
Q3 | $838K | Sell |
9,195
-496
| -5% | -$45.2K | 0.01% | 162 |
|
|
2023
Q2 | $876K | Sell |
9,691
-400
| -4% | -$36.2K | 0.01% | 159 |
|
|
2023
Q1 | $879K | Buy |
10,091
+396
| +4% | +$34.5K | 0.01% | 158 |
|
|
2022
Q4 | $931K | Sell |
9,695
-11
| -0.1% | -$1.06K | 0.01% | 153 |
|
|
2022
Q3 | $711K | Hold |
9,706
| – | – | 0.01% | 170 |
|
|
2022
Q2 | $772K | Sell |
9,706
-89
| -0.9% | -$7.08K | 0.01% | 172 |
|
|
2022
Q1 | $960K | Sell |
9,795
-50
| -0.5% | -$4.9K | 0.01% | 165 |
|
|
2021
Q4 | $915K | Sell |
9,845
-166
| -2% | -$15.4K | 0.01% | 185 |
|
|
2021
Q3 | $943K | Sell |
10,011
-228
| -2% | -$21.5K | 0.01% | 169 |
|
|
2021
Q2 | $985K | Buy |
10,239
+250
| +3% | +$24.1K | 0.01% | 173 |
|
|
2021
Q1 | $901K | Sell |
9,989
-156
| -2% | -$14.1K | 0.01% | 167 |
|
|
2020
Q4 | $815K | Buy |
10,145
+3,050
| +43% | +$245K | 0.01% | 170 |
|
|
2020
Q3 | $465K | Sell |
7,095
-1,220
| -15% | -$80K | 0.01% | 196 |
|
|
2020
Q2 | $516K | Buy |
8,315
+544
| +7% | +$33.8K | 0.01% | 176 |
|
|
2020
Q1 | $370K | Sell |
7,771
-1,278
| -14% | -$60.8K | 0.01% | 191 |
|
|
2019
Q4 | $690K | Sell |
9,049
-2,699
| -23% | -$206K | 0.01% | 179 |
|
|
2019
Q3 | $785K | Sell |
11,748
-3,084
| -21% | -$206K | 0.01% | 172 |
|
|
2019
Q2 | $990K | Sell |
14,832
-620
| -4% | -$41.4K | 0.01% | 154 |
|
|
2019
Q1 | $1.06M | Sell |
15,452
-2,175
| -12% | -$149K | 0.02% | 149 |
|
|
2018
Q4 | $1.05M | Sell |
17,627
-4,452
| -20% | -$266K | 0.02% | 143 |
|
|
2018
Q3 | $1.69M | Sell |
22,079
-51,182
| -70% | -$3.92M | 0.03% | 133 |
|
|
2018
Q2 | $5.07M | Sell |
73,261
-77,118
| -51% | -$5.33M | 0.09% | 90 |
|
|
2018
Q1 | $10.3M | Sell |
150,379
-68,354
| -31% | -$4.67M | 0.19% | 75 |
|
|
2017
Q4 | $15.2M | Sell |
218,733
-33,094
| -13% | -$2.31M | 0.28% | 63 |
|
|
2017
Q3 | $15.8M | Sell |
251,827
-17,135
| -6% | -$1.08M | 0.31% | 58 |
|
|
2017
Q2 | $16M | Sell |
268,962
-42,790
| -14% | -$2.55M | 0.32% | 56 |
|
|
2017
Q1 | $18.7M | Sell |
311,752
-29,129
| -9% | -$1.74M | 0.39% | 55 |
|
|
2016
Q4 | $19M | Sell |
340,881
-19,014
| -5% | -$1.06M | 0.42% | 54 |
|
|
2016
Q3 | $19.6M | Sell |
359,895
-11,858
| -3% | -$646K | 0.45% | 51 |
|
|
2016
Q2 | $19.4M | Sell |
371,753
-34,437
| -8% | -$1.8M | 0.45% | 51 |
|
|
2016
Q1 | $22.1M | Sell |
406,190
-23,044
| -5% | -$1.25M | 0.52% | 44 |
|
|
2015
Q4 | $20.5M | Sell |
429,234
-22,452
| -5% | -$1.07M | 0.51% | 45 |
|
|
2015
Q3 | $25M | Hold |
451,686
| – | – | 0.64% | 41 |
|
|
2015
Q2 | $25M | Sell |
451,686
-6,280
| -1% | -$348K | 0.64% | 41 |
|
|
2015
Q1 | $25.9M | Sell |
457,966
-62,925
| -12% | -$3.56M | 0.65% | 42 |
|
|
2014
Q4 | $32.2M | Sell |
520,891
-33,619
| -6% | -$2.08M | 0.82% | 37 |
|
|
2014
Q3 | $34.7M | Sell |
554,510
-5,532
| -1% | -$346K | 0.94% | 36 |
|
|
2014
Q2 | $37.2M | Sell |
560,042
-10,131
| -2% | -$672K | 1.01% | 33 |
|
|
2014
Q1 | $38.1M | Sell |
570,173
-14,682
| -3% | -$981K | 1.04% | 31 |
|
|
2013
Q4 | $41M | Sell |
584,855
-22,364
| -4% | -$1.57M | 1.13% | 30 |
|
|
2013
Q3 | $39.3M | Sell |
607,219
-33,715
| -5% | -$2.18M | 1.2% | 29 |
|
|
2013
Q2 | $35M | Buy |
+640,934
| New | +$35M | 1.09% | 29 |
|