Secure Asset Management’s Emerson Electric EMR Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-11,300	Closed	-$1.51M	–	320
2025 Q2	$1.51M	Sell	11,300 -6,967	-38%	-$799K	0.28%	91
2025 Q1	$2M	Buy	18,267 +1,821	+11%	+$220K	0.4%	81
2024 Q4	$2.04M	Buy	+16,446	New	+$1.99M	0.31%	78
2023 Q2	–	Sell	-2,445	Closed	-$213K	–	188
2023 Q1	$213K	Buy	2,445 +14	+0.6%	+$1.22K	0.07%	175
2022 Q4	$234K	Buy	+2,431	New	+$219K	0.08%	173
2022 Q3	–	Sell	-2,684	Closed	-$213K	–	165
2022 Q2	$213K	Buy	2,684 +20	+0.8%	+$1.76K	0.12%	149
2022 Q1	$261K	Sell	2,664 -564	-17%	-$53.4K	0.12%	157
2021 Q4	$300K	Sell	3,228 -80	-2%	-$7.53K	0.12%	147
2021 Q3	$312K	Sell	3,308 -266	-7%	-$26.5K	0.15%	119
2021 Q2	$344K	Sell	3,574 -248	-6%	-$23.3K	0.17%	117
2021 Q1	$345K	Buy	3,822 +17	+0.4%	+$1.46K	0.19%	115
2020 Q4	$306K	Buy	3,805 +18	+0.5%	+$1.34K	0.18%	111
2020 Q3	$248K	Sell	3,787 -35	-0.9%	-$2.31K	0.17%	116
2020 Q2	$237K	Buy	+3,822	New	+$217K	0.17%	135
2020 Q1	–	Sell	-4,703	Closed	-$359K	–	123
2019 Q4	$359K	Buy	+4,703	New	+$339K	0.25%	101