West Oak Capital’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 | $31.6K | Buy |
23,675
+2,747
| +13% | +$3.66K | 1.24% | 22 |
|
|
2025
Q1 | $22.9K | Sell |
20,928
-160
| -0.8% | -$175 | 0.89% | 34 |
|
|
2024
Q4 | $26.1M | Buy |
21,088
+15
| +0.1% | +$18.6K | 0.92% | 25 |
|
|
2024
Q3 | $23K | Sell |
21,073
-135
| -0.6% | -$148 | 0.43% | 37 |
|
|
2024
Q2 | $2.34M | Buy |
21,208
+575
| +3% | +$63.3K | 0.94% | 32 |
|
|
2024
Q1 | $2.34M | Hold |
20,633
| – | – | 1% | 31 |
|
|
2023
Q4 | $1.96M | Sell |
20,633
-375
| -2% | -$35.6K | 0.92% | 34 |
|
|
2023
Q3 | $2.03M | Sell |
21,008
-165
| -0.8% | -$15.9K | 1.01% | 31 |
|
|
2023
Q2 | $1.91M | Sell |
21,173
-875
| -4% | -$79.1K | 0.93% | 34 |
|
|
2023
Q1 | $1.92M | Buy |
22,048
+645
| +3% | +$56.2K | 0.97% | 38 |
|
|
2022
Q4 | $2.06M | Buy |
21,403
+785
| +4% | +$75.4K | 1.07% | 37 |
|
|
2022
Q3 | $1.51M | Hold |
20,618
| – | – | 0.82% | 48 |
|
|
2022
Q2 | $1.64M | Sell |
20,618
-325
| -2% | -$25.9K | 0.86% | 45 |
|
|
2022
Q1 | $2.05M | Sell |
20,943
-205
| -1% | -$20.1K | 0.93% | 40 |
|
|
2021
Q4 | $1.97M | Sell |
21,148
-310
| -1% | -$28.8K | 0.72% | 46 |
|
|
2021
Q3 | $2.02M | Sell |
21,458
-915
| -4% | -$86.2K | 0.78% | 44 |
|
|
2021
Q2 | $2.15M | Sell |
22,373
-791
| -3% | -$76.1K | 0.85% | 46 |
|
|
2021
Q1 | $2.09M | Sell |
23,164
-965
| -4% | -$87.1K | 0.89% | 44 |
|
|
2020
Q4 | $1.94M | Buy |
24,129
+85
| +0.4% | +$6.83K | 0.9% | 44 |
|
|
2020
Q3 | $1.58M | Sell |
24,044
-3,250
| -12% | -$213K | 0.87% | 48 |
|
|
2020
Q2 | $1.69M | Sell |
27,294
-345
| -1% | -$21.4K | 0.96% | 43 |
|
|
2020
Q1 | $1.32M | Buy |
27,639
+4,165
| +18% | +$198K | 0.9% | 48 |
|
|
2019
Q4 | $1.79M | Sell |
23,474
-1,775
| -7% | -$135K | 1.01% | 42 |
|
|
2019
Q3 | $1.69M | Sell |
25,249
-2,540
| -9% | -$170K | 0.99% | 44 |
|
|
2019
Q2 | $1.85M | Buy |
27,789
+50
| +0.2% | +$3.34K | 1.11% | 38 |
|
|
2019
Q1 | $1.9M | Buy |
27,739
+660
| +2% | +$45.2K | 1.19% | 32 |
|
|
2018
Q4 | $1.62M | Buy |
27,079
+370
| +1% | +$22.1K | 1.15% | 29 |
|
|
2018
Q3 | $2.05M | Buy |
26,709
+85
| +0.3% | +$6.51K | 1.18% | 23 |
|
|
2018
Q2 | $1.84M | Buy |
26,624
+326
| +1% | +$22.5K | 1.12% | 25 |
|
|
2018
Q1 | $1.8M | Sell |
26,298
-575
| -2% | -$39.3K | 1.07% | 23 |
|
|
2017
Q4 | $1.87M | Sell |
26,873
-1,067
| -4% | -$74.4K | 1.15% | 24 |
|
|
2017
Q3 | $1.76M | Buy |
27,940
+54
| +0.2% | +$3.39K | 1.04% | 26 |
|
|
2017
Q2 | $1.66M | Sell |
27,886
-124
| -0.4% | -$7.39K | 1.01% | 31 |
|
|
2017
Q1 | $1.68M | Buy |
28,010
+935
| +3% | +$56K | 1.03% | 34 |
|
|
2016
Q4 | $1.51M | Buy |
27,075
+630
| +2% | +$35.1K | 1.01% | 36 |
|
|
2016
Q3 | $1.44M | Sell |
26,445
-200
| -0.8% | -$10.9K | 0.99% | 38 |
|
|
2016
Q2 | $1.39M | Sell |
26,645
-125
| -0.5% | -$6.52K | 1% | 38 |
|
|
2016
Q1 | $1.46M | Sell |
26,770
-835
| -3% | -$45.4K | 1.12% | 31 |
|
|
2015
Q4 | $1.32M | Sell |
27,605
-25
| -0.1% | -$1.2K | 1.03% | 38 |
|
|
2015
Q3 | $1.22M | Buy |
27,630
+990
| +4% | +$43.7K | 0.99% | 39 |
|
|
2015
Q2 | $1.48M | Buy |
26,640
+65
| +0.2% | +$3.6K | 1.1% | 28 |
|
|
2015
Q1 | $1.5M | Sell |
26,575
-155
| -0.6% | -$8.78K | 1.1% | 34 |
|
|
2014
Q4 | $1.65M | Buy |
26,730
+90
| +0.3% | +$5.56K | 1.2% | 27 |
|
|
2014
Q3 | $1.67M | Sell |
26,640
-200
| -0.7% | -$12.5K | 1.25% | 24 |
|
|
2014
Q2 | $1.78M | Sell |
26,840
-355
| -1% | -$23.6K | 1.29% | 22 |
|
|
2014
Q1 | $1.82M | Buy |
27,195
+70
| +0.3% | +$4.68K | 1.33% | 15 |
|
|
2013
Q4 | $1.9M | Sell |
27,125
-715
| -3% | -$50.2K | 1.4% | 10 |
|
|
2013
Q3 | $1.8M | Buy |
27,840
+710
| +3% | +$45.9K | 1.41% | 9 |
|
|
2013
Q2 | $1.48M | Buy |
+27,130
| New | +$1.48M | 1.23% | 18 |
|