YHB Investment Advisors’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 | $420K | Sell |
3,153
-10
| -0.3% | -$1.33K | 0.03% | 224 |
|
|
2025
Q1 | $347K | Hold |
3,163
| – | – | 0.03% | 226 |
|
|
2024
Q4 | $392K | Sell |
3,163
-1,753
| -36% | -$217K | 0.03% | 213 |
|
|
2024
Q3 | $538K | Buy |
4,916
+75
| +2% | +$8.2K | 0.04% | 195 |
|
|
2024
Q2 | $533K | Sell |
4,841
-150
| -3% | -$16.5K | 0.05% | 190 |
|
|
2024
Q1 | $566K | Sell |
4,991
-100
| -2% | -$11.3K | 0.05% | 184 |
|
|
2023
Q4 | $496K | Sell |
5,091
-3,700
| -42% | -$360K | 0.05% | 192 |
|
|
2023
Q3 | $849K | Hold |
8,791
| – | – | 0.08% | 151 |
|
|
2023
Q2 | $795K | Sell |
8,791
-150
| -2% | -$13.6K | 0.07% | 155 |
|
|
2023
Q1 | $779K | Sell |
8,941
-100
| -1% | -$8.71K | 0.08% | 156 |
|
|
2022
Q4 | $868K | Sell |
9,041
-50
| -0.5% | -$4.8K | 0.09% | 149 |
|
|
2022
Q3 | $666K | Hold |
9,091
| – | – | 0.07% | 167 |
|
|
2022
Q2 | $723K | Hold |
9,091
| – | – | 0.08% | 166 |
|
|
2022
Q1 | $891K | Sell |
9,091
-150
| -2% | -$14.7K | 0.08% | 166 |
|
|
2021
Q4 | $859K | Hold |
9,241
| – | – | 0.07% | 174 |
|
|
2021
Q3 | $871K | Buy |
9,241
+68
| +0.7% | +$6.41K | 0.08% | 171 |
|
|
2021
Q2 | $883K | Buy |
9,173
+75
| +0.8% | +$7.22K | 0.08% | 174 |
|
|
2021
Q1 | $839K | Hold |
9,098
| – | – | 0.07% | 175 |
|
|
2020
Q4 | $731K | Hold |
9,098
| – | – | 0.07% | 178 |
|
|
2020
Q3 | $597K | Sell |
9,098
-7,925
| -47% | -$520K | 0.06% | 180 |
|
|
2020
Q2 | $1.06M | Hold |
17,023
| – | – | 0.15% | 104 |
|
|
2020
Q1 | $811K | Sell |
17,023
-1,200
| -7% | -$57.2K | 0.14% | 109 |
|
|
2019
Q4 | $1.39M | Buy |
18,223
+535
| +3% | +$40.8K | 0.2% | 95 |
|
|
2019
Q3 | $1.18M | Hold |
17,688
| – | – | 0.18% | 100 |
|
|
2019
Q2 | $1.18M | Sell |
17,688
-300
| -2% | -$20K | 0.19% | 103 |
|
|
2019
Q1 | $1.23M | Sell |
17,988
-450
| -2% | -$30.8K | 0.19% | 105 |
|
|
2018
Q4 | $1.1M | Buy |
18,438
+3,550
| +24% | +$212K | 0.2% | 105 |
|
|
2018
Q3 | $1.14M | Hold |
14,888
| – | – | 0.17% | 114 |
|
|
2018
Q2 | $1.03M | Hold |
14,888
| – | – | 0.17% | 114 |
|
|
2018
Q1 | $1.02M | Hold |
14,888
| – | – | 0.17% | 112 |
|
|
2017
Q4 | $1.04M | Hold |
14,888
| – | – | 0.18% | 107 |
|
|
2017
Q3 | $936K | Sell |
14,888
-3,650
| -20% | -$229K | 0.17% | 109 |
|
|
2017
Q2 | $1.11M | Buy |
18,538
+3,928
| +27% | +$234K | 0.19% | 105 |
|
|
2017
Q1 | $881K | Hold |
14,610
| – | – | 0.17% | 110 |
|
|
2016
Q4 | $815K | Buy |
14,610
+2,500
| +21% | +$139K | 0.17% | 109 |
|
|
2016
Q3 | $660K | Sell |
12,110
-3,350
| -22% | -$183K | 0.16% | 114 |
|
|
2016
Q2 | $806K | Buy |
15,460
+3,150
| +26% | +$164K | 0.18% | 107 |
|
|
2016
Q1 | $669K | Sell |
12,310
-4,100
| -25% | -$223K | 0.18% | 105 |
|
|
2015
Q4 | $785K | Sell |
16,410
-1,800
| -10% | -$86.1K | 0.18% | 109 |
|
|
2015
Q3 | $804K | Sell |
18,210
-1,525
| -8% | -$67.3K | 0.19% | 112 |
|
|
2015
Q2 | $1.09M | Sell |
19,735
-3,190
| -14% | -$177K | 0.24% | 101 |
|
|
2015
Q1 | $1.3M | Sell |
22,925
-7,238
| -24% | -$410K | 0.29% | 93 |
|
|
2014
Q4 | $1.86M | Sell |
30,163
-675
| -2% | -$41.7K | 0.43% | 75 |
|
|
2014
Q3 | $1.93M | Sell |
30,838
-2,290
| -7% | -$143K | 0.46% | 69 |
|
|
2014
Q2 | $2.2M | Buy |
33,128
+655
| +2% | +$43.5K | 0.53% | 64 |
|
|
2014
Q1 | $2.17M | Buy |
32,473
+591
| +2% | +$39.5K | 0.55% | 65 |
|
|
2013
Q4 | $2.24M | Sell |
31,882
-1,638
| -5% | -$115K | 0.6% | 57 |
|
|
2013
Q3 | $2.17M | Sell |
33,520
-16,160
| -33% | -$1.05M | 0.64% | 54 |
|
|
2013
Q2 | $2.71M | Buy |
+49,680
| New | +$2.71M | 0.84% | 47 |
|