Stokes Family Office’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 | $628K | Buy |
4,709
+3
| +0.1% | +$400 | 0.07% | 143 |
|
2025
Q1 | $516K | Sell |
4,706
-4,500
| -49% | -$493K | 0.06% | 156 |
|
2024
Q4 | $1.14M | Buy |
9,206
+4,480
| +95% | +$555K | 0.12% | 116 |
|
2024
Q3 | $517K | Hold |
4,726
| – | – | 0.06% | 151 |
|
2024
Q2 | $521K | Sell |
4,726
-1,015
| -18% | -$112K | 0.06% | 149 |
|
2024
Q1 | $651K | Sell |
5,741
-890
| -13% | -$101K | 0.08% | 132 |
|
2023
Q4 | $645K | Sell |
6,631
-4,031
| -38% | -$392K | 0.09% | 126 |
|
2023
Q3 | $1.03M | Sell |
10,662
-46
| -0.4% | -$4.44K | 0.12% | 131 |
|
2023
Q2 | $968K | Sell |
10,708
-289
| -3% | -$26.1K | 0.11% | 124 |
|
2023
Q1 | $958K | Buy |
10,997
+1,148
| +12% | +$100K | 0.12% | 121 |
|
2022
Q4 | $946K | Buy |
9,849
+583
| +6% | +$56K | 0.12% | 113 |
|
2022
Q3 | $678K | Buy |
9,266
+2,172
| +31% | +$159K | 0.1% | 131 |
|
2022
Q2 | $564K | Sell |
7,094
-608
| -8% | -$48.3K | 0.08% | 152 |
|
2022
Q1 | $755K | Buy |
7,702
+1,108
| +17% | +$109K | 0.1% | 124 |
|
2021
Q4 | $613K | Sell |
6,594
-569
| -8% | -$52.9K | 0.08% | 144 |
|
2021
Q3 | $675K | Buy |
7,163
+85
| +1% | +$8.01K | 0.09% | 121 |
|
2021
Q2 | $681K | Buy |
7,078
+649
| +10% | +$62.4K | 0.1% | 118 |
|
2021
Q1 | $580K | Buy |
6,429
+340
| +6% | +$30.7K | 0.09% | 121 |
|
2020
Q4 | $489K | Buy |
6,089
+6
| +0.1% | +$482 | 0.1% | 112 |
|
2020
Q3 | $399K | Buy |
6,083
+69
| +1% | +$4.53K | 0.09% | 112 |
|
2020
Q2 | $373K | Buy |
6,014
+67
| +1% | +$4.16K | 0.09% | 109 |
|
2020
Q1 | $283K | Sell |
5,947
-361
| -6% | -$17.2K | 0.08% | 107 |
|
2019
Q4 | $481K | Buy |
+6,308
| New | +$481K | 0.11% | 99 |
|