Simon Quick Advisors’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 | $4.61M | Buy |
34,570
+30,877
| +836% | +$4.12M | 0.19% | 82 |
|
|
2025
Q1 | $405K | Buy |
3,693
+796
| +27% | +$87.3K | 0.02% | 349 |
|
|
2024
Q4 | $359K | Buy |
2,897
+75
| +3% | +$9.3K | 0.02% | 325 |
|
|
2024
Q3 | $309K | Buy |
2,822
+781
| +38% | +$85.4K | 0.02% | 320 |
|
|
2024
Q2 | $225K | Buy |
2,041
+135
| +7% | +$14.9K | 0.02% | 344 |
|
|
2024
Q1 | $216K | Buy |
+1,906
| New | +$216K | 0.02% | 375 |
|
|
2022
Q2 | – | Sell |
-317
| Closed | -$31K | – | 247 |
|
|
2022
Q1 | $31K | Buy |
317
+5
| +2% | +$489 | 0.01% | 249 |
|
|
2021
Q4 | $29K | Sell |
312
-15
| -5% | -$1.39K | 0.01% | 261 |
|
|
2021
Q3 | $30K | Buy |
327
+15
| +5% | +$1.38K | 0.01% | 291 |
|
|
2021
Q2 | $30K | Hold |
312
| – | – | 0.01% | 298 |
|
|
2021
Q1 | $28K | Buy |
312
+125
| +67% | +$11.2K | 0.01% | 325 |
|
|
2020
Q4 | $15K | Sell |
187
-100
| -35% | -$8.02K | ﹤0.01% | 346 |
|
|
2020
Q3 | $19K | Sell |
287
-213
| -43% | -$14.1K | 0.01% | 306 |
|
|
2020
Q2 | $31K | Hold |
500
| – | – | 0.01% | 252 |
|
|
2020
Q1 | $24K | Sell |
500
-126
| -20% | -$6.05K | 0.01% | 265 |
|
|
2019
Q4 | $48K | Buy |
626
+126
| +25% | +$9.66K | 0.02% | 228 |
|
|
2019
Q3 | $33K | Buy |
500
+474
| +1,823% | +$31.3K | 0.01% | 208 |
|
|
2019
Q2 | $1.74K | Sell |
26
-474
| -95% | -$31.6K | ﹤0.01% | 376 |
|
|
2019
Q1 | $34K | Hold |
500
| – | – | 0.01% | 248 |
|
|
2018
Q4 | $30K | Buy |
+500
| New | +$30K | 0.01% | 228 |
|
|
2018
Q1 | – | Sell |
-43
| Closed | -$3K | – | 341 |
|
|
2017
Q4 | $3K | Sell |
43
-457
| -91% | -$31.9K | ﹤0.01% | 386 |
|
|
2017
Q3 | $31K | Hold |
500
| – | – | 0.01% | 321 |
|
|
2017
Q2 | $30K | Buy |
+500
| New | +$30K | 0.02% | 154 |
|