Summit Asset 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 | $2.29M | Buy |
17,151
+1,400
| +9% | +$187K | 0.37% | 37 |
|
|
2025
Q1 | $1.73M | Buy |
15,751
+3,000
| +24% | +$329K | 0.3% | 47 |
|
|
2024
Q4 | $1.58M | Buy |
12,751
+300
| +2% | +$37.2K | 0.28% | 46 |
|
|
2024
Q3 | $1.36M | Buy |
12,451
+2,124
| +21% | +$232K | 0.26% | 45 |
|
|
2024
Q2 | $1.14M | Buy |
10,327
+2,201
| +27% | +$242K | 0.24% | 48 |
|
|
2024
Q1 | $922K | Buy |
8,126
+850
| +12% | +$96.4K | 0.2% | 58 |
|
|
2023
Q4 | $708K | Buy |
7,276
+1,000
| +16% | +$97.3K | 0.17% | 66 |
|
|
2023
Q3 | $606K | Buy |
6,276
+460
| +8% | +$44.4K | 0.16% | 72 |
|
|
2023
Q2 | $526K | Sell |
5,816
-635
| -10% | -$57.4K | 0.14% | 78 |
|
|
2023
Q1 | $562K | Buy |
6,451
+750
| +13% | +$65.4K | 0.15% | 74 |
|
|
2022
Q4 | $548K | Buy |
5,701
+450
| +9% | +$43.2K | 0.16% | 75 |
|
|
2022
Q3 | $384K | Buy |
5,251
+400
| +8% | +$29.3K | 0.12% | 91 |
|
|
2022
Q2 | $386K | Buy |
4,851
+684
| +16% | +$54.4K | 0.12% | 99 |
|
|
2022
Q1 | $409K | Buy |
4,167
+691
| +20% | +$67.8K | 0.12% | 104 |
|
|
2021
Q4 | $323K | Buy |
3,476
+186
| +6% | +$17.3K | 0.09% | 126 |
|
|
2021
Q3 | $310K | Buy |
3,290
+110
| +3% | +$10.4K | 0.1% | 119 |
|
|
2021
Q2 | $306K | Buy |
3,180
+415
| +15% | +$39.9K | 0.1% | 116 |
|
|
2021
Q1 | $249K | Buy |
+2,765
| New | +$249K | 0.08% | 125 |
|