Welch & Forbes’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 | $15.6M | Sell |
117,348
-3,548
| -3% | -$473K | 0.2% | 84 |
|
|
2025
Q1 | $13.3M | Sell |
120,896
-3,578
| -3% | -$392K | 0.17% | 87 |
|
|
2024
Q4 | $15.4M | Sell |
124,474
-1,457
| -1% | -$181K | 0.2% | 86 |
|
|
2024
Q3 | $13.8M | Sell |
125,931
-605
| -0.5% | -$66.2K | 0.18% | 88 |
|
|
2024
Q2 | $13.9M | Sell |
126,536
-4,337
| -3% | -$475K | 0.19% | 87 |
|
|
2024
Q1 | $14.8M | Sell |
130,873
-8,050
| -6% | -$913K | 0.2% | 86 |
|
|
2023
Q4 | $13.5M | Sell |
138,923
-2,721
| -2% | -$265K | 0.2% | 87 |
|
|
2023
Q3 | $13.7M | Sell |
141,644
-1,275
| -0.9% | -$123K | 0.23% | 86 |
|
|
2023
Q2 | $12.9M | Sell |
142,919
-222
| -0.2% | -$20.1K | 0.2% | 93 |
|
|
2023
Q1 | $12.5M | Sell |
143,141
-75
| -0.1% | -$6.54K | 0.21% | 93 |
|
|
2022
Q4 | $13.8M | Sell |
143,216
-4,624
| -3% | -$444K | 0.25% | 87 |
|
|
2022
Q3 | $10.8M | Buy |
147,840
+200
| +0.1% | +$14.6K | 0.21% | 95 |
|
|
2022
Q2 | $11.7M | Sell |
147,640
-406
| -0.3% | -$32.3K | 0.21% | 96 |
|
|
2022
Q1 | $14.5M | Buy |
148,046
+1,442
| +1% | +$141K | 0.23% | 90 |
|
|
2021
Q4 | $13.6M | Sell |
146,604
-3,105
| -2% | -$289K | 0.2% | 94 |
|
|
2021
Q3 | $14.1M | Sell |
149,709
-2,637
| -2% | -$248K | 0.23% | 90 |
|
|
2021
Q2 | $14.7M | Buy |
152,346
+1,580
| +1% | +$152K | 0.25% | 89 |
|
|
2021
Q1 | $13.6M | Sell |
150,766
-1,387
| -0.9% | -$125K | 0.25% | 90 |
|
|
2020
Q4 | $12.2M | Sell |
152,153
-3,446
| -2% | -$277K | 0.24% | 88 |
|
|
2020
Q3 | $10.2M | Buy |
155,599
+390
| +0.3% | +$25.6K | 0.22% | 91 |
|
|
2020
Q2 | $9.63M | Sell |
155,209
-5,171
| -3% | -$321K | 0.23% | 90 |
|
|
2020
Q1 | $7.64M | Sell |
160,380
-10,006
| -6% | -$477K | 0.21% | 98 |
|
|
2019
Q4 | $13M | Buy |
170,386
+1,259
| +0.7% | +$96K | 0.29% | 88 |
|
|
2019
Q3 | $11.3M | Buy |
169,127
+206
| +0.1% | +$13.8K | 0.27% | 92 |
|
|
2019
Q2 | $11.3M | Sell |
168,921
-456
| -0.3% | -$30.4K | 0.27% | 91 |
|
|
2019
Q1 | $11.6M | Sell |
169,377
-1,790
| -1% | -$123K | 0.29% | 86 |
|
|
2018
Q4 | $10.2M | Buy |
171,167
+3,138
| +2% | +$188K | 0.29% | 88 |
|
|
2018
Q3 | $12.9M | Sell |
168,029
-68
| -0% | -$5.21K | 0.31% | 88 |
|
|
2018
Q2 | $11.6M | Buy |
168,097
+919
| +0.5% | +$63.5K | 0.3% | 90 |
|
|
2018
Q1 | $11.4M | Sell |
167,178
-3,725
| -2% | -$254K | 0.29% | 91 |
|
|
2017
Q4 | $11.9M | Sell |
170,903
-127
| -0.1% | -$8.85K | 0.32% | 87 |
|
|
2017
Q3 | $10.7M | Sell |
171,030
-3,374
| -2% | -$212K | 0.28% | 95 |
|
|
2017
Q2 | $10.4M | Sell |
174,404
-2,667
| -2% | -$159K | 0.29% | 92 |
|
|
2017
Q1 | $10.6M | Buy |
177,071
+4,176
| +2% | +$250K | 0.3% | 90 |
|
|
2016
Q4 | $9.64M | Sell |
172,895
-1,449
| -0.8% | -$80.8K | 0.29% | 90 |
|
|
2016
Q3 | $9.5M | Sell |
174,344
-11,201
| -6% | -$611K | 0.33% | 81 |
|
|
2016
Q2 | $9.68M | Buy |
185,545
+1,771
| +1% | +$92.4K | 0.29% | 94 |
|
|
2016
Q1 | $9.99M | Sell |
183,774
-65,362
| -26% | -$3.55M | 0.31% | 93 |
|
|
2015
Q4 | $11.9M | Sell |
249,136
-40,246
| -14% | -$1.92M | 0.38% | 85 |
|
|
2015
Q3 | $12.8M | Sell |
289,382
-66,321
| -19% | -$2.93M | 0.43% | 74 |
|
|
2015
Q2 | $19.7M | Sell |
355,703
-50,454
| -12% | -$2.8M | 0.61% | 56 |
|
|
2015
Q1 | $23M | Sell |
406,157
-32,385
| -7% | -$1.83M | 0.69% | 50 |
|
|
2014
Q4 | $27.1M | Sell |
438,542
-2,471
| -0.6% | -$153K | 0.8% | 42 |
|
|
2014
Q3 | $27.6M | Sell |
441,013
-1,993
| -0.4% | -$125K | 0.84% | 40 |
|
|
2014
Q2 | $29.4M | Buy |
443,006
+2,198
| +0.5% | +$146K | 0.93% | 38 |
|
|
2014
Q1 | $29.4M | Sell |
440,808
-30,254
| -6% | -$2.02M | 0.93% | 39 |
|
|
2013
Q4 | $33.1M | Buy |
471,062
+4,100
| +0.9% | +$288K | 1.05% | 34 |
|
|
2013
Q3 | $30.2M | Sell |
466,962
-16,604
| -3% | -$1.07M | 1.02% | 34 |
|
|
2013
Q2 | $26.4M | Buy |
+483,566
| New | +$26.4M | 0.94% | 38 |
|