Congress Wealth Management’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	$4.24M	Buy	31,811 +28,022	+740%	+$3.74M	0.04%	423
2025 Q1	$420K	Buy	3,789 +1,651	+77%	+$183K	0.01%	862
2024 Q4	$265K	Buy	+2,138	New	+$265K	﹤0.01%	792
2024 Q1	–	Sell	-3,470	Closed	-$338K	–	596
2023 Q4	$338K	Buy	+3,470	New	+$338K	0.01%	513