Shelton Capital Management’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 | $418K | Sell |
3,135
-110
| -3% | -$14.7K | 0.01% | 390 |
|
2025
Q1 | $356K | Buy |
3,245
+9
| +0.3% | +$987 | 0.01% | 413 |
|
2024
Q4 | $401K | Sell |
3,236
-138
| -4% | -$17.1K | 0.01% | 398 |
|
2024
Q3 | $369K | Hold |
3,374
| – | – | 0.01% | 418 |
|
2024
Q2 | $372K | Sell |
3,374
-2
| -0.1% | -$220 | 0.01% | 400 |
|
2024
Q1 | $383K | Sell |
3,376
-62,299
| -95% | -$7.07M | 0.01% | 420 |
|
2023
Q4 | $6.39M | Buy |
65,675
+61,654
| +1,533% | +$6M | 0.2% | 117 |
|
2023
Q3 | $388K | Hold |
4,021
| – | – | 0.01% | 358 |
|
2023
Q2 | $363K | Buy |
4,021
+136
| +4% | +$12.3K | 0.01% | 401 |
|
2023
Q1 | $339K | Buy |
3,885
+92
| +2% | +$8.02K | 0.01% | 409 |
|
2022
Q4 | $364K | Sell |
3,793
-366
| -9% | -$35.2K | 0.04% | 360 |
|
2022
Q3 | $305K | Sell |
4,159
-1,600
| -28% | -$117K | 0.01% | 431 |
|
2022
Q2 | $458K | Hold |
5,759
| – | – | 0.02% | 338 |
|
2022
Q1 | $565K | Sell |
5,759
-107,000
| -95% | -$10.5M | 0.02% | 327 |
|
2021
Q4 | $10.5M | Sell |
112,759
-42,654
| -27% | -$3.97M | 0.37% | 58 |
|
2021
Q3 | $14.6M | Sell |
155,413
-13,573
| -8% | -$1.28M | 0.57% | 33 |
|
2021
Q2 | $16.3M | Buy |
168,986
+40,816
| +32% | +$3.93M | 0.61% | 30 |
|
2021
Q1 | $11.6M | Hold |
128,170
| – | – | 0.4% | 48 |
|
2020
Q4 | $10.3M | Sell |
128,170
-614
| -0.5% | -$49.3K | 0.46% | 40 |
|
2020
Q3 | $8.44M | Hold |
128,784
| – | – | 0.35% | 57 |
|
2020
Q2 | $7.99M | Sell |
128,784
-354
| -0.3% | -$22K | 0.44% | 41 |
|
2020
Q1 | $6.15M | Hold |
129,138
| – | – | 0.45% | 42 |
|
2019
Q4 | $9.85M | Sell |
129,138
-1,392
| -1% | -$106K | 0.54% | 38 |
|
2019
Q3 | $8.73M | Hold |
130,530
| – | – | 0.52% | 45 |
|
2019
Q2 | $8.71M | Buy |
130,530
+121,593
| +1,361% | +$8.11M | 0.5% | 44 |
|
2019
Q1 | $131K | Sell |
8,937
-122,093
| -93% | -$1.78M | 0.51% | 40 |
|
2018
Q4 | $7.83M | Buy |
131,030
+124,994
| +2,071% | +$7.47M | 0.53% | 40 |
|
2018
Q3 | $462K | Sell |
6,036
-60
| -1% | -$4.59K | 0.03% | 381 |
|
2018
Q2 | $421K | Buy |
6,096
+60
| +1% | +$4.14K | 0.03% | 404 |
|
2018
Q1 | $412K | Hold |
6,036
| – | – | 0.03% | 413 |
|
2017
Q4 | $421K | Hold |
6,036
| – | – | 0.03% | 429 |
|
2017
Q3 | $379K | Hold |
6,036
| – | – | 0.03% | 459 |
|
2017
Q2 | $360K | Sell |
6,036
-230
| -4% | -$13.7K | 0.03% | 482 |
|
2017
Q1 | $375K | Sell |
6,266
-400
| -6% | -$23.9K | 0.03% | 469 |
|
2016
Q4 | $372K | Hold |
6,666
| – | – | 0.03% | 499 |
|
2016
Q3 | $363K | Buy |
6,666
+230
| +4% | +$12.5K | 0.03% | 495 |
|
2016
Q2 | $336K | Sell |
6,436
-50
| -0.8% | -$2.61K | 0.03% | 503 |
|
2016
Q1 | $353K | Buy |
6,486
+100
| +2% | +$5.44K | 0.03% | 481 |
|
2015
Q4 | $305K | Sell |
6,386
-647
| -9% | -$30.9K | 0.03% | 520 |
|
2015
Q3 | $311K | Buy |
7,033
+614
| +10% | +$27.2K | 0.03% | 510 |
|
2015
Q2 | $356K | Buy |
6,419
+883
| +16% | +$49K | 0.04% | 499 |
|
2015
Q1 | $313K | Buy |
5,536
+200
| +4% | +$11.3K | 0.03% | 571 |
|
2014
Q4 | $329K | Hold |
5,336
| – | – | 0.04% | 538 |
|
2014
Q3 | $334K | Hold |
5,336
| – | – | 0.04% | 502 |
|
2014
Q2 | $354K | Hold |
5,336
| – | – | 0.05% | 483 |
|
2014
Q1 | $356K | Hold |
5,336
| – | – | 0.05% | 455 |
|
2013
Q4 | $374K | Sell |
5,336
-3,000
| -36% | -$210K | 0.06% | 423 |
|
2013
Q3 | $539K | Buy |
8,336
+3,000
| +56% | +$194K | 0.09% | 261 |
|
2013
Q2 | $291K | Buy |
+5,336
| New | +$291K | 0.05% | 443 |
|