McKinley Carter Wealth Services’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	–	Sell	-1,838	Closed	-$244K	–	317
2025 Q4	$244K	Hold	1,838	–	–	0.01%	296
2025 Q3	$241K	Buy	+1,838	New	+$251K	0.01%	295
2022 Q2	–	Sell	-2,066	Closed	-$203K	–	292
2022 Q1	$203K	Buy	+2,066	New	+$196K	0.02%	283
2021 Q4	–	Sell	-2,161	Closed	-$204K	–	292
2021 Q3	$204K	Hold	2,161	–	–	0.02%	279
2021 Q2	$208K	Buy	+2,161	New	+$203K	0.02%	276
2020 Q2	–	Sell	-11,564	Closed	-$551K	–	139
2020 Q1	$551K	Sell	11,564 -808	-7%	-$53.2K	0.16%	85
2019 Q4	$944K	Buy	12,372 +594	+5%	+$42.8K	0.22%	80
2019 Q3	$787K	Buy	11,778 +2,275	+24%	+$143K	0.2%	84
2019 Q2	$634K	Buy	9,503 +882	+10%	+$59.1K	0.17%	100
2019 Q1	$590K	Buy	8,621 +1,348	+19%	+$88.7K	0.17%	99
2018 Q4	$435K	Buy	7,273 +1,580	+28%	+$107K	0.14%	104
2018 Q3	$436K	Buy	5,693 +179	+3%	+$13.2K	0.13%	106
2018 Q2	$381K	Buy	5,514 +1,231	+29%	+$86.5K	0.12%	114
2018 Q1	$293K	Buy	+4,283	New	+$305K	0.1%	130