WealthPlan Investment 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
$12M Sell
2025
Q2
$12.9M Buy
2025
Q1
$7.73M Sell
2024
Q4
$8.92M Buy
2024
Q3
$7.73M Buy
2024
Q2
$7.19M Buy
2023
Q1
Sell
2022
Q4
$287K Sell
2022
Q3
$317K Buy
2022
Q1
$306K Buy