Heritage Family Offices’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	$1.57M	Hold	14,488	–	–	0.8%	30
2025 Q1	$1.59M	Buy	14,488 +193	+1%	+$21.2K	0.81%	29
2024 Q4	$1.77M	Buy	14,295 +709	+5%	+$87.9K	0.88%	27
2024 Q3	$1.49M	Sell	13,586 -188	-1%	-$20.6K	0.77%	31
2024 Q2	$1.52M	Buy	+13,774	New	+$1.52M	0.84%	30