Westwood Holdings Group’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 | $2.68M | Buy |
20,119
+2,216
| +12% | +$295K | 0.02% | 292 |
|
|
2025
Q1 | $1.96M | Sell |
17,903
-2,577
| -13% | -$283K | 0.01% | 322 |
|
|
2024
Q4 | $2.54M | Buy |
20,480
+2,262
| +12% | +$280K | 0.02% | 300 |
|
|
2024
Q3 | $1.99M | Hold |
18,218
| – | – | 0.01% | 333 |
|
|
2024
Q2 | $2.01M | Buy |
18,218
+684
| +4% | +$75.3K | 0.01% | 318 |
|
|
2024
Q1 | $1.99M | Hold |
17,534
| – | – | 0.02% | 314 |
|
|
2023
Q4 | $1.71M | Hold |
17,534
| – | – | 0.01% | 329 |
|
|
2023
Q3 | $1.69M | Sell |
17,534
-795
| -4% | -$76.8K | 0.02% | 305 |
|
|
2023
Q2 | $1.66M | Sell |
18,329
-175
| -0.9% | -$15.8K | 0.01% | 311 |
|
|
2023
Q1 | $1.61M | Buy |
18,504
+174
| +0.9% | +$15.2K | 0.01% | 318 |
|
|
2022
Q4 | $1.76M | Buy |
18,330
+114
| +0.6% | +$11K | 0.02% | 311 |
|
|
2022
Q3 | $1.33M | Sell |
18,216
-1,150
| -6% | -$84.2K | 0.02% | 296 |
|
|
2022
Q2 | $1.54M | Buy |
19,366
+160
| +0.8% | +$12.7K | 0.02% | 306 |
|
|
2022
Q1 | $1.88M | Buy |
19,206
+1,300
| +7% | +$127K | 0.02% | 311 |
|
|
2021
Q4 | $1.66M | Buy |
17,906
+1,045
| +6% | +$97.1K | 0.01% | 312 |
|
|
2021
Q3 | $1.59M | Sell |
16,861
-3,150
| -16% | -$297K | 0.02% | 307 |
|
|
2021
Q2 | $1.93M | Buy |
20,011
+1,175
| +6% | +$113K | 0.02% | 293 |
|
|
2021
Q1 | $1.7M | Buy |
18,836
+316
| +2% | +$28.5K | 0.02% | 309 |
|
|
2020
Q4 | $1.49M | Buy |
18,520
+738
| +4% | +$59.3K | 0.02% | 309 |
|
|
2020
Q3 | $1.17M | Buy |
+17,782
| New | +$1.17M | 0.01% | 306 |
|
|
2018
Q4 | – | Sell |
-705
| Closed | -$54K | – | 404 |
|
|
2018
Q3 | $54K | Hold |
705
| – | – | ﹤0.01% | 403 |
|
|
2018
Q2 | $49K | Hold |
705
| – | – | ﹤0.01% | 417 |
|
|
2018
Q1 | $48K | Sell |
705
-375
| -35% | -$25.5K | ﹤0.01% | 415 |
|
|
2017
Q4 | $75K | Hold |
1,080
| – | – | ﹤0.01% | 402 |
|
|
2017
Q3 | $68K | Sell |
1,080
-500
| -32% | -$31.5K | ﹤0.01% | 397 |
|
|
2017
Q2 | $94K | Buy |
1,580
+500
| +46% | +$29.7K | ﹤0.01% | 425 |
|
|
2017
Q1 | $65K | Hold |
1,080
| – | – | ﹤0.01% | 390 |
|
|
2016
Q4 | $60K | Hold |
1,080
| – | – | ﹤0.01% | 437 |
|
|
2016
Q3 | $59K | Hold |
1,080
| – | – | ﹤0.01% | 442 |
|
|
2016
Q2 | $56K | Hold |
1,080
| – | – | ﹤0.01% | 382 |
|
|
2016
Q1 | $59K | Buy |
+1,080
| New | +$59K | ﹤0.01% | 372 |
|
|
2015
Q4 | – | Sell |
-5,480
| Closed | -$242K | – | 381 |
|
|
2015
Q3 | $242K | Hold |
5,480
| – | – | ﹤0.01% | 371 |
|
|
2015
Q2 | $304K | Hold |
5,480
| – | – | ﹤0.01% | 352 |
|
|
2015
Q1 | $310K | Sell |
5,480
-125
| -2% | -$7.07K | ﹤0.01% | 319 |
|
|
2014
Q4 | $346K | Hold |
5,605
| – | – | ﹤0.01% | 321 |
|
|
2014
Q3 | $351K | Hold |
5,605
| – | – | ﹤0.01% | 321 |
|
|
2014
Q2 | $372K | Hold |
5,605
| – | – | ﹤0.01% | 308 |
|
|
2014
Q1 | $374K | Hold |
5,605
| – | – | ﹤0.01% | 305 |
|
|
2013
Q4 | $393K | Hold |
5,605
| – | – | ﹤0.01% | 303 |
|
|
2013
Q3 | $363K | Hold |
5,605
| – | – | ﹤0.01% | 319 |
|
|
2013
Q2 | $306K | Buy |
+5,605
| New | +$306K | ﹤0.01% | 325 |
|