Holistic Financial Partners’s Emerson Electric EMR Stock Holding History

Holistic Financial Partners’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell
2025 Q2	$217K	Buy
2024 Q2	–	Sell
2024 Q1	$270K	Buy
2018 Q2	–	Sell
2018 Q1	$52K	Hold
2017 Q4	$53K	Buy