Sendero Wealth Management’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
$370K Buy
2,775
+360
+15% +$48K 0.05% 163
2025
Q1
$265K Buy
+2,415
New +$265K 0.04% 164
2022
Q1
Sell
-2,330
Closed -$217K 83
2021
Q4
$217K Buy
+2,330
New +$217K 0.1% 80