Heritage Wealth Management (Ohio)’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	$1.27M	Sell	9,505 -157	-2%	-$20.9K	0.41%	65
2025 Q1	$1.06M	Sell	9,662 -150	-2%	-$16.4K	0.36%	71
2024 Q4	$1.22M	Hold	9,812	–	–	0.4%	64
2024 Q3	$1.07M	Hold	9,812	–	–	0.35%	74
2024 Q2	$1.07M	Buy	+9,812	New	+$1.07M	0.36%	73