MBM Wealth Consultants’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	$69.8K	Sell	533 -2,157	-80%	-$310K	0.02%	138
2025 Q4	$357K	Hold	2,690	–	–	0.08%	98
2025 Q3	$353K	Hold	2,690	–	–	0.09%	94
2025 Q2	$359K	Hold	2,690	–	–	0.1%	92
2025 Q1	$295K	Sell	2,690 -200	-7%	-$24.1K	0.09%	97
2024 Q4	$353K	Hold	2,890	–	–	0.11%	81
2024 Q3	$316K	Sell	2,890 -92	-3%	-$9.9K	0.1%	82
2024 Q2	$327K	Buy	2,982 +92	+3%	+$10.2K	0.11%	73
2024 Q1	$328K	Sell	2,890 -72	-2%	-$7.39K	0.12%	74
2023 Q4	$281K	Sell	2,962 -1,028	-26%	-$94.1K	0.11%	80
2023 Q3	$378K	Hold	3,990	–	–	0.16%	63
2023 Q2	$368K	Sell	3,990 -1,300	-25%	-$109K	0.16%	65
2023 Q1	$348K	Hold	5,290	–	–	0.14%	67
2022 Q4	$508K	Hold	5,290	–	–	0.24%	57
2022 Q3	$400K	Hold	5,290	–	–	0.19%	57
2022 Q2	$421K	Hold	5,290	–	–	0.21%	56
2022 Q1	$519K	Sell	5,290 -1,300	-20%	-$123K	0.22%	60
2021 Q4	$613K	Buy	6,590 +390	+6%	+$36.7K	0.25%	55
2021 Q3	$584K	Buy	6,200 +4,500	+265%	+$449K	0.27%	47
2021 Q2	$164K	Hold	1,700	–	–	0.08%	106
2021 Q1	$153K	Hold	1,700	–	–	0.08%	103
2020 Q4	$137K	Hold	1,700	–	–	0.07%	98
2020 Q3	$111K	Hold	1,700	–	–	0.07%	97
2020 Q2	$105K	Hold	1,700	–	–	0.07%	89
2020 Q1	$81K	Hold	1,700	–	–	0.07%	95
2019 Q4	$130K	Hold	1,700	–	–	0.1%	85
2019 Q3	$114K	Hold	1,700	–	–	0.09%	92
2019 Q2	$114K	Hold	1,700	–	–	0.09%	92
2019 Q1	$116K	Hold	1,700	–	–	0.1%	90
2018 Q4	$102K	Buy	+1,700	New	+$115K	0.1%	97