Summit Financial Wealth Advisors’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	$317K	Buy	2,416 +8	+0.3%	+$1.15K	0.04%	150
2025 Q4	$320K	Buy	2,408 +56	+2%	+$7.43K	0.05%	142
2025 Q3	$309K	Buy	2,352 +350	+17%	+$47.7K	0.05%	138
2025 Q2	$267K	Buy	2,002 +2	+0.1%	+$229	0.05%	142
2025 Q1	$219K	Hold	2,000	–	–	0.04%	136
2024 Q4	$256K	Hold	2,000	–	–	0.05%	130
2024 Q3	$219K	Hold	2,000	–	–	0.04%	142
2024 Q2	$220K	Hold	2,000	–	–	0.04%	128
2024 Q1	$227K	Buy	+2,000	New	+$205K	0.05%	124
2023 Q1	–	Sell	-2,154	Closed	-$207K	–	127
2022 Q4	$207K	Buy	+2,154	New	+$194K	0.05%	121
2020 Q1	–	Sell	-70,484	Closed	-$5.2M	–	126
2019 Q4	$5.2M	Buy	70,484 +4,515	+7%	+$325K	1.26%	25
2019 Q3	$4.42M	Buy	65,969 +3,315	+5%	+$208K	1.09%	25
2019 Q2	$4.18M	Buy	62,654 +12,943	+26%	+$867K	1.02%	28
2019 Q1	$3.52M	Buy	49,711 +629	+1%	+$41.4K	0.93%	32
2018 Q4	$2.93M	Sell	49,082 -6,577	-12%	-$444K	0.95%	31
2018 Q3	$3.98M	Buy	55,659 +5,315	+11%	+$392K	1.19%	24
2018 Q2	$3.44M	Sell	50,344 -916	-2%	-$64.4K	1.15%	26
2018 Q1	$3.5M	Buy	51,260 +8,861	+21%	+$631K	1.15%	26
2017 Q4	$2.96M	Buy	42,399 +5,443	+15%	+$353K	1.02%	30
2017 Q3	$2.32M	Buy	36,956 +9,886	+37%	+$596K	0.85%	41
2017 Q2	$1.61M	Buy	27,070 +11,887	+78%	+$705K	0.64%	49
2017 Q1	$909K	Buy	15,183 +3,748	+33%	+$224K	0.4%	65
2016 Q4	$637K	Buy	11,435 +173	+2%	+$9.3K	0.28%	80
2016 Q3	$614K	Buy	11,262 +3,960	+54%	+$212K	0.27%	82
2016 Q2	$381K	Buy	7,302 +3,148	+76%	+$167K	0.16%	100
2016 Q1	$226K	Buy	+4,154	New	+$200K	0.1%	120
2015 Q4	–	Sell	-695	Closed	-$30K	–	145
2015 Q3	$30K	Hold	695	–	–	0.02%	142
2015 Q2	$38K	Hold	695	–	–	0.02%	163
2015 Q1	$42K	Hold	695	–	–	0.03%	129
2014 Q4	$43K	Buy	+695	New	+$43.5K	0.03%	129