Legacy Financial Advisors’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	$315K	Buy	2,403 +30	+1%	+$4.31K	0.04%	314
2025 Q4	$315K	Sell	2,373 -179	-7%	-$23.7K	0.04%	307
2025 Q3	$335K	Buy	2,552 +17	+0.7%	+$2.32K	0.05%	299
2025 Q2	$338K	Buy	2,535 +587	+30%	+$67.3K	0.05%	254
2025 Q1	$214K	Sell	1,948 -582	-23%	-$70.2K	0.04%	342
2024 Q4	$314K	Buy	+2,530	New	+$307K	0.05%	269
2024 Q3	–	Sell	-2,112	Closed	-$233K	–	362
2024 Q2	$233K	Buy	2,112 +5	+0.2%	+$553	0.04%	300
2024 Q1	$239K	Buy	+2,107	New	+$216K	0.04%	287
2023 Q4	–	Sell	-2,531	Closed	-$244K	–	304
2023 Q3	$244K	Buy	+2,531	New	+$241K	0.05%	229
2021 Q2	–	Sell	-3,697	Closed	-$334K	–	175
2021 Q1	$334K	Sell	3,697 -421	-10%	-$36.2K	0.09%	94
2020 Q4	$331K	Buy	4,118 +335	+9%	+$24.9K	0.09%	89
2020 Q3	$248K	Buy	+3,783	New	+$249K	0.08%	100
2019 Q2	–	Sell	-1,444	Closed	-$99K	–	348
2019 Q1	$99K	Buy	1,444 +513	+55%	+$33.7K	0.03%	165
2018 Q4	$56K	Buy	931 +193	+26%	+$13K	0.02%	223
2018 Q3	$56K	Hold	738	–	–	0.02%	239
2018 Q2	$52K	Buy	738 +26	+4%	+$1.83K	0.02%	245
2018 Q1	$48K	Buy	712 +40	+6%	+$2.85K	0.02%	249
2017 Q4	$46K	Buy	+672	New	+$43.5K	0.02%	253