SWK
Stephen W. Kidder’s Emerson Electric EMR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $247K | Buy |
+1,850
| New | +$247K | 0.07% | 70 |
|
|
2024
Q2 | – | Sell |
-1,780
| Closed | -$202K | – | 73 |
|
|
2024
Q1 | $202K | Buy |
+1,780
| New | +$202K | 0.06% | 71 |
|
|
2023
Q1 | – | Sell |
-2,330
| Closed | -$224K | – | 79 |
|
|
2022
Q4 | $224K | Buy |
+2,330
| New | +$224K | 0.08% | 72 |
|
|
2022
Q2 | – | Sell |
-2,830
| Closed | -$277K | – | 72 |
|
|
2022
Q1 | $277K | Hold |
2,830
| – | – | 0.09% | 68 |
|
|
2021
Q4 | $264K | Sell |
2,830
-3,150
| -53% | -$294K | 0.08% | 65 |
|
|
2021
Q3 | $563K | Sell |
5,980
-1,295
| -18% | -$122K | 0.18% | 52 |
|
|
2021
Q2 | $701K | Sell |
7,275
-1,000
| -12% | -$96.4K | 0.22% | 48 |
|
|
2021
Q1 | $747K | Sell |
8,275
-775
| -9% | -$70K | 0.24% | 47 |
|
|
2020
Q4 | $726K | Sell |
9,050
-2,100
| -19% | -$168K | 0.24% | 46 |
|
|
2020
Q3 | $731K | Sell |
11,150
-500
| -4% | -$32.8K | 0.26% | 45 |
|
|
2020
Q2 | $724K | Sell |
11,650
-698
| -6% | -$43.4K | 0.28% | 47 |
|
|
2020
Q1 | $588K | Hold |
12,348
| – | – | 0.27% | 47 |
|
|
2019
Q4 | $942K | Sell |
12,348
-300
| -2% | -$22.9K | 0.35% | 47 |
|
|
2019
Q3 | $845K | Buy |
12,648
+1,100
| +10% | +$73.5K | 0.33% | 47 |
|
|
2019
Q2 | $771K | Sell |
11,548
-302
| -3% | -$20.2K | 0.31% | 47 |
|
|
2019
Q1 | $811K | Hold |
11,850
| – | – | 0.33% | 46 |
|
|
2018
Q4 | $708K | Hold |
11,850
| – | – | 0.31% | 49 |
|
|
2018
Q3 | $907K | Sell |
11,850
-200
| -2% | -$15.3K | 0.33% | 49 |
|
|
2018
Q2 | $833K | Sell |
12,050
-100
| -0.8% | -$6.91K | 0.32% | 53 |
|
|
2018
Q1 | $830K | Sell |
12,150
-25
| -0.2% | -$1.71K | 0.32% | 55 |
|
|
2017
Q4 | $849K | Sell |
12,175
-3,025
| -20% | -$211K | 0.3% | 56 |
|
|
2017
Q3 | $956K | Sell |
15,200
-2,000
| -12% | -$126K | 0.35% | 51 |
|
|
2017
Q2 | $1.03M | Sell |
17,200
-3,525
| -17% | -$210K | 0.39% | 51 |
|
|
2017
Q1 | $1.24M | Hold |
20,725
| – | – | 0.48% | 48 |
|
|
2016
Q4 | $1.15M | Sell |
20,725
-4,725
| -19% | -$263K | 0.47% | 48 |
|
|
2016
Q3 | $1.39M | Sell |
25,450
-11,470
| -31% | -$626K | 0.55% | 42 |
|
|
2016
Q2 | $1.93M | Sell |
36,920
-10,065
| -21% | -$525K | 0.77% | 36 |
|
|
2016
Q1 | $2.55M | Sell |
46,985
-28,280
| -38% | -$1.54M | 1.04% | 33 |
|
|
2015
Q4 | $3.6M | Sell |
75,265
-31,560
| -30% | -$1.51M | 1.54% | 25 |
|
|
2015
Q3 | $4.72M | Sell |
106,825
-3,895
| -4% | -$172K | 2.36% | 17 |
|
|
2015
Q2 | $6.14M | Sell |
110,720
-1,955
| -2% | -$108K | 2.77% | 10 |
|
|
2015
Q1 | $6.38M | Buy |
112,675
+6,340
| +6% | +$359K | 2.76% | 10 |
|
|
2014
Q4 | $6.57M | Buy |
106,335
+790
| +0.7% | +$48.8K | 2.85% | 8 |
|
|
2014
Q3 | $6.61M | Buy |
105,545
+34,205
| +48% | +$2.14M | 3% | 7 |
|
|
2014
Q2 | $4.73M | Sell |
71,340
-1,110
| -2% | -$73.7K | 3.14% | 8 |
|
|
2014
Q1 | $4.84M | Sell |
72,450
-1,405
| -2% | -$93.9K | 3.26% | 9 |
|
|
2013
Q4 | $5.18M | Sell |
73,855
-864
| -1% | -$60.6K | 3.57% | 4 |
|
|
2013
Q3 | $4.83M | Sell |
74,719
-2,601
| -3% | -$168K | 3.73% | 4 |
|
|
2013
Q2 | $4.22M | Buy |
+77,320
| New | +$4.22M | 3.4% | 9 |
|