Whalerock Point Partners’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 | $245K | Hold |
1,838
| – | – | 0.05% | 174 |
|
2025
Q1 | $202K | Hold |
1,838
| – | – | 0.05% | 180 |
|
2024
Q4 | $228K | Buy |
+1,838
| New | +$228K | 0.05% | 169 |
|
2015
Q1 | – | Sell |
-5,100
| Closed | -$314K | – | 149 |
|
2014
Q4 | $314K | Hold |
5,100
| – | – | 0.13% | 107 |
|
2014
Q3 | $319K | Hold |
5,100
| – | – | 0.14% | 109 |
|
2014
Q2 | $338K | Hold |
5,100
| – | – | 0.16% | 98 |
|
2014
Q1 | $340K | Sell |
5,100
-20
| -0.4% | -$1.33K | 0.17% | 92 |
|
2013
Q4 | $359K | Buy |
+5,120
| New | +$359K | 0.19% | 87 |
|