Tarbox Family Office’s Emerson Electric EMR Stock Holding History

Tarbox Family Office’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$430K	Hold	3,223	–	–	0.06%	79
2025 Q1	$353K	Sell	3,223 -6	-0.2%	-$658	0.06%	83
2024 Q4	$400K	Buy	3,229 +5	+0.2%	+$620	0.07%	81
2024 Q3	$353K	Hold	3,224	–	–	0.06%	83
2024 Q2	$355K	Hold	3,224	–	–	0.06%	77
2024 Q1	$366K	Hold	3,224	–	–	0.06%	79
2023 Q4	$314K	Hold	3,224	–	–	0.06%	75
2023 Q3	$311K	Hold	3,224	–	–	0.06%	79
2023 Q2	$291K	Hold	3,224	–	–	0.06%	86
2023 Q1	$281K	Hold	3,224	–	–	0.06%	86
2022 Q4	$310K	Buy	3,224 +15	+0.5%	+$1.44K	0.07%	79
2022 Q3	$255K	Hold	3,209	–	–	0.06%	75
2022 Q2	$255K	Hold	3,209	–	–	0.06%	93
2022 Q1	$315K	Sell	3,209 -182	-5%	-$17.9K	0.06%	74
2021 Q4	$315K	Sell	3,391 -11	-0.3%	-$1.02K	0.05%	104
2021 Q3	$320K	Buy	3,402 +11	+0.3%	+$1.04K	0.06%	109
2021 Q2	$326K	Hold	3,391	–	–	0.06%	113
2021 Q1	$306K	Hold	3,391	–	–	0.06%	104
2020 Q4	$273K	Hold	3,391	–	–	0.06%	105
2020 Q3	$222K	Hold	3,391	–	–	0.05%	106
2020 Q2	$210K	Buy	3,391 +182	+6%	+$11.3K	0.05%	108
2020 Q1	$153K	Sell	3,209 -32	-1%	-$1.53K	0.05%	120
2019 Q4	$247K	Sell	3,241 -24	-0.7%	-$1.83K	0.07%	100
2019 Q3	$218K	Hold	3,265	–	–	0.07%	83
2019 Q2	$218K	Buy	3,265 +20	+0.6%	+$1.34K	0.07%	84
2019 Q1	$222K	Hold	3,245	–	–	0.08%	84
2018 Q4	$194K	Hold	3,245	–	–	0.08%	85
2018 Q3	$249K	Hold	3,245	–	–	0.09%	78
2018 Q2	$224K	Sell	3,245 -348	-10%	-$24K	0.09%	74
2018 Q1	$245K	Hold	3,593	–	–	0.09%	76
2017 Q4	$250K	Hold	3,593	–	–	0.1%	69
2017 Q3	$226K	Buy	3,593 +32	+0.9%	+$2.01K	0.1%	71
2017 Q2	$212K	Hold	3,561	–	–	0.1%	69
2017 Q1	$213K	Hold	3,561	–	–	0.11%	58
2016 Q4	$199K	Hold	3,561	–	–	0.11%	50
2016 Q3	$194K	Hold	3,561	–	–	0.13%	55
2016 Q2	$186K	Hold	3,561	–	–	0.13%	51
2016 Q1	$194K	Buy	3,561 +58	+2%	+$3.16K	0.15%	55
2015 Q4	$168K	Hold	3,503	–	–	0.14%	50
2015 Q3	$155K	Sell	3,503 -20	-0.6%	-$885	0.14%	55
2015 Q2	$195K	Sell	3,523 -3	-0.1%	-$166	0.17%	50
2015 Q1	$200K	Sell	3,526 -29	-0.8%	-$1.65K	0.18%	52
2014 Q4	$219K	Sell	3,555 -2,060	-37%	-$127K	0.2%	49
2014 Q3	$351K	Buy	5,615 +19	+0.3%	+$1.19K	0.32%	40
2014 Q2	$371K	Buy	5,596 +173	+3%	+$11.5K	0.33%	40
2014 Q1	$367K	Sell	5,423 -720	-12%	-$48.7K	0.33%	40
2013 Q4	$431K	Buy	+6,143	New	+$431K	0.36%	40