Goldstone Financial Group’s Emerson Electric EMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$642K	Sell	4,900 -1,144	-19%	-$165K	0.07%	152
2025 Q4	$802K	Buy	6,044 +425	+8%	+$56.4K	0.09%	130
2025 Q3	$737K	Buy	5,619 +366	+7%	+$49.9K	0.09%	137
2025 Q2	$734K	Buy	5,253 +819	+18%	+$94K	0.1%	125
2025 Q1	$486K	Buy	4,434 +272	+7%	+$32.8K	0.07%	138
2024 Q4	$516K	Buy	4,162 +564	+16%	+$68.4K	0.08%	125
2024 Q3	$393K	Buy	3,598 +605	+20%	+$65.1K	0.07%	137
2024 Q2	$330K	Buy	2,993 +462	+18%	+$51.1K	0.07%	134
2024 Q1	$287K	Buy	2,531 +98	+4%	+$10.1K	0.07%	133
2023 Q4	$237K	Buy	2,433 +2	+0.1%	+$183	0.06%	143
2023 Q3	$235K	Sell	2,431 -269	-10%	-$25.6K	0.07%	134
2023 Q2	$244K	Buy	2,700 +349	+15%	+$29.4K	0.07%	149
2023 Q1	$205K	Buy	+2,351	New	+$205K	0.07%	147