Measured Wealth Private Client Group’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	$69.1K	Buy	528 +2	+0.4%	+$288	0.02%	259
2025 Q4	$69.8K	Buy	526 +2	+0.4%	+$265	0.02%	278
2025 Q3	$68.7K	Buy	+524	New	+$71.4K	0.02%	270
2022 Q1	–	Sell	-2,791	Closed	-$260K	–	183
2021 Q4	$260K	Sell	2,791 -1,664	-37%	-$157K	0.09%	135
2021 Q3	$420K	Sell	4,455 -789	-15%	-$78.7K	0.16%	80
2021 Q2	$505K	Buy	5,244 +702	+15%	+$66K	0.16%	78
2021 Q1	$410K	Sell	4,542 -182	-4%	-$15.7K	0.15%	79
2020 Q4	$380K	Sell	4,724 -731	-13%	-$54.4K	0.16%	76
2020 Q3	$358K	Sell	5,455 -499	-8%	-$32.9K	0.17%	75
2020 Q2	$369K	Buy	+5,954	New	+$338K	0.22%	61
2019 Q2	–	Sell	-3,018	Closed	-$207K	–	207
2019 Q1	$207K	Buy	+3,018	New	+$198K	0.13%	167
2018 Q4	–	Sell	-1,387	Closed	-$106K	–	275
2018 Q3	$106K	Buy	+1,387	New	+$102K	0.06%	229