West Coast Financial’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 | – | Sell |
-2,148
| Closed | -$236K | – | 44 |
|
|
2025
Q1 | $236K | Buy |
2,148
+53
| +3% | +$5.81K | 0.03% | 156 |
|
|
2024
Q4 | $260K | Sell |
2,095
-200
| -9% | -$24.8K | 0.03% | 148 |
|
|
2024
Q3 | $251K | Sell |
2,295
-200
| -8% | -$21.9K | 0.03% | 158 |
|
|
2024
Q2 | $275K | Buy |
2,495
+500
| +25% | +$55.1K | 0.03% | 142 |
|
|
2024
Q1 | $226K | Buy |
+1,995
| New | +$226K | 0.03% | 153 |
|
|
2023
Q3 | – | Sell |
-2,284
| Closed | -$206K | – | 144 |
|
|
2023
Q2 | $206K | Buy |
+2,284
| New | +$206K | 0.03% | 148 |
|
|
2022
Q1 | – | Sell |
-2,191
| Closed | -$204K | – | 136 |
|
|
2021
Q4 | $204K | Hold |
2,191
| – | – | 0.03% | 135 |
|
|
2021
Q3 | $206K | Buy |
2,191
+2
| +0.1% | +$188 | 0.03% | 129 |
|
|
2021
Q2 | $211K | Buy |
+2,189
| New | +$211K | 0.03% | 126 |
|
|
2021
Q1 | – | Sell |
-2,764
| Closed | -$222K | – | 127 |
|
|
2020
Q4 | $222K | Buy |
+2,764
| New | +$222K | 0.04% | 104 |
|
|
2020
Q3 | – | Sell |
-4,308
| Closed | -$267K | – | 106 |
|
|
2020
Q2 | $267K | Buy |
+4,308
| New | +$267K | 0.07% | 93 |
|
|
2020
Q1 | – | Sell |
-4,265
| Closed | -$325K | – | 101 |
|
|
2019
Q4 | $325K | Sell |
4,265
-52
| -1% | -$3.96K | 0.07% | 93 |
|
|
2019
Q3 | $289K | Hold |
4,317
| – | – | 0.07% | 97 |
|
|
2019
Q2 | $288K | Sell |
4,317
-811
| -16% | -$54.1K | 0.07% | 96 |
|
|
2019
Q1 | $351K | Sell |
5,128
-647
| -11% | -$44.3K | 0.08% | 93 |
|
|
2018
Q4 | $345K | Sell |
5,775
-2,420
| -30% | -$145K | 0.1% | 90 |
|
|
2018
Q3 | $628K | Sell |
8,195
-47,720
| -85% | -$3.66M | 0.14% | 88 |
|
|
2018
Q2 | $3.87M | Sell |
55,915
-1,175
| -2% | -$81.2K | 1.07% | 34 |
|
|
2018
Q1 | $3.9M | Sell |
57,090
-961
| -2% | -$65.6K | 1.11% | 33 |
|
|
2017
Q4 | $4.05M | Buy |
58,051
+19
| +0% | +$1.32K | 1.14% | 33 |
|
|
2017
Q3 | $3.65M | Buy |
58,032
+1,220
| +2% | +$76.7K | 0.99% | 37 |
|
|
2017
Q2 | $3.39M | Buy |
56,812
+2,404
| +4% | +$143K | 1.08% | 38 |
|
|
2017
Q1 | $3.26M | Buy |
54,408
+1,540
| +3% | +$92.2K | 1.04% | 39 |
|
|
2016
Q4 | $2.95M | Buy |
52,868
+1,209
| +2% | +$67.4K | 0.94% | 41 |
|
|
2016
Q3 | $2.82M | Buy |
51,659
+5,680
| +12% | +$310K | 0.9% | 42 |
|
|
2016
Q2 | $2.4M | Buy |
45,979
+375
| +0.8% | +$19.6K | 0.87% | 44 |
|
|
2016
Q1 | $2.48M | Buy |
45,604
+2,285
| +5% | +$124K | 1.02% | 42 |
|
|
2015
Q4 | $2.07M | Sell |
43,319
-736
| -2% | -$35.2K | 0.87% | 49 |
|
|
2015
Q3 | $1.95M | Sell |
44,055
-2,424
| -5% | -$107K | 0.87% | 46 |
|
|
2015
Q2 | $2.58M | Buy |
46,479
+3,440
| +8% | +$191K | 1.13% | 38 |
|
|
2015
Q1 | $2.44M | Sell |
43,039
-425
| -1% | -$24.1K | 1.13% | 42 |
|
|
2014
Q4 | $2.68M | Sell |
43,464
-2,375
| -5% | -$147K | 1.39% | 36 |
|
|
2014
Q3 | $2.87M | Buy |
45,839
+215
| +0.5% | +$13.5K | 1.61% | 29 |
|
|
2014
Q2 | $3.01M | Buy |
45,624
+582
| +1% | +$38.4K | 1.59% | 30 |
|
|
2014
Q1 | $3.01M | Sell |
45,042
-1,194
| -3% | -$79.8K | 1.53% | 32 |
|
|
2013
Q4 | $3.25M | Sell |
46,236
-204
| -0.4% | -$14.3K | 1.67% | 26 |
|
|
2013
Q3 | $3.01M | Sell |
46,440
-1,200
| -3% | -$77.6K | 1.66% | 24 |
|
|
2013
Q2 | $2.6M | Buy |
+47,640
| New | +$2.6M | 1.42% | 34 |
|