Plan Group Financial’s Emerson Electric EMR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$793K Buy
5,950
+1,251
+27% +$167K 0.26% 91
2025
Q1
$515K Buy
4,699
+1,651
+54% +$181K 0.18% 97
2024
Q4
$378K Buy
3,048
+145
+5% +$18K 0.2% 80
2024
Q3
$317K Buy
+2,903
New +$317K 0.17% 87