Mark Sheptoff Financial Planning’s Emerson Electric EMR Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$103K	Hold	1,000	–	–	0.05%	124
2025 Q1	$103K	Hold	1,000	–	–	0.06%	119
2024 Q4	$103K	Hold	1,000	–	–	0.06%	119
2024 Q3	$103K	Sell	1,000 -147	-13%	-$15.2K	0.05%	125
2024 Q2	$126K	Buy	1,147 +147	+15%	+$16.2K	0.07%	118
2024 Q1	$95.8K	Hold	1,000	–	–	0.05%	134
2023 Q4	$95.8K	Hold	1,000	–	–	0.06%	123
2023 Q3	$95.8K	Sell	1,000 -162	-14%	-$15.5K	0.06%	111
2023 Q2	$105K	Hold	1,162	–	–	0.06%	116
2023 Q1	$101K	Hold	1,162	–	–	0.06%	110
2022 Q4	$112K	Hold	1,162	–	–	0.07%	106
2022 Q3	$85K	Hold	1,162	–	–	0.05%	117
2022 Q2	$92K	Hold	1,162	–	–	0.05%	119
2022 Q1	$114K	Hold	1,162	–	–	0.06%	128
2021 Q4	$108K	Buy	1,162 +36	+3%	+$3.35K	0.05%	135
2021 Q3	$106K	Buy	1,126 +126	+13%	+$11.9K	0.06%	137
2021 Q2	$76K	Hold	1,000	–	–	0.04%	153
2021 Q1	$76K	Hold	1,000	–	–	0.04%	135
2020 Q4	$76K	Hold	1,000	–	–	0.04%	140
2020 Q3	$66K	Hold	1,000	–	–	0.04%	135
2020 Q2	$62K	Hold	1,000	–	–	0.04%	139
2020 Q1	$48K	Hold	1,000	–	–	0.04%	136
2019 Q4	$76K	Hold	1,000	–	–	0.05%	126
2019 Q3	$67K	Sell	1,000 -300	-23%	-$20.1K	0.05%	128
2019 Q2	$87K	Hold	1,300	–	–	0.06%	127
2019 Q1	$89K	Hold	1,300	–	–	0.06%	124
2018 Q4	$78K	Hold	1,300	–	–	0.06%	111
2018 Q3	$100K	Hold	1,300	–	–	0.07%	128
2018 Q2	$90K	Hold	1,300	–	–	0.07%	128
2018 Q1	$89K	Hold	1,300	–	–	0.06%	136
2017 Q4	$91K	Hold	1,300	–	–	0.06%	145
2017 Q3	$82K	Hold	1,300	–	–	0.06%	154
2017 Q2	$78K	Sell	1,300 -1	-0.1%	-$60	0.05%	152
2017 Q1	$78K	Buy	1,301 +1	+0.1%	+$60	0.06%	153
2016 Q4	$72K	Hold	1,300	–	–	0.05%	152
2016 Q3	$71K	Buy	1,300 +261	+25%	+$14.3K	0.05%	145
2016 Q2	$54K	Buy	1,039 +39	+4%	+$2.03K	0.04%	154
2016 Q1	$54K	Hold	1,000	–	–	0.04%	148
2015 Q4	$48K	Hold	1,000	–	–	0.04%	166
2015 Q3	$44K	Hold	1,000	–	–	0.04%	167
2015 Q2	$55K	Sell	1,000 -1,500	-60%	-$82.5K	0.04%	163
2015 Q1	$142K	Hold	2,500	–	–	0.12%	118
2014 Q4	$154K	Hold	2,500	–	–	0.14%	105
2014 Q3	$156K	Hold	2,500	–	–	0.14%	115
2014 Q2	$166K	Hold	2,500	–	–	0.14%	110
2014 Q1	$167K	Buy	+2,500	New	+$167K	0.15%	107