WealthPLAN Partners’s Emerson Electric EMR Stock Holding History

WealthPLAN Partners’s Portfolio EMR Stock Details EMR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.16M	Sell	31,219 -2,993	-9%	-$399K	0.67%	36
2025 Q1	$3.75M	Buy	34,212 +296	+0.9%	+$32.5K	0.53%	63
2024 Q4	$4.2M	Buy	33,916 +824	+2%	+$102K	0.6%	53
2024 Q3	$3.62M	Buy	33,092 +5,207	+19%	+$569K	0.49%	68
2024 Q2	$3.07M	Buy	+27,885	New	+$3.07M	0.33%	85
2023 Q4	–	Sell	-3,589	Closed	-$347K	–	327
2023 Q3	$347K	Hold	3,589	–	–	0.04%	251
2023 Q2	$324K	Buy	3,589 +271	+8%	+$24.5K	0.05%	239
2023 Q1	$289K	Buy	3,318 +20	+0.6%	+$1.74K	0.03%	256
2022 Q4	$284K	Buy	+3,298	New	+$284K	0.02%	324
2022 Q1	$306K	Buy	3,396 +19	+0.6%	+$1.71K	0.02%	315
2021 Q4	$311K	Sell	3,377 -697	-17%	-$64.2K	0.02%	311
2021 Q3	$376K	Sell	4,074 -21	-0.5%	-$1.94K	0.03%	286
2021 Q2	$427K	Sell	4,095 -135	-3%	-$14.1K	0.03%	249
2021 Q1	$385K	Buy	+4,230	New	+$385K	0.03%	249
2020 Q1	–	Sell	-78,977	Closed	-$5.95M	–	261
2019 Q4	$5.95M	Sell	78,977 -30,806	-28%	-$2.32M	0.7%	46
2019 Q3	$8.08M	Buy	109,783 +9,967	+10%	+$733K	1.1%	17
2019 Q2	$5.91M	Buy	99,816 +6,571	+7%	+$389K	0.89%	33
2019 Q1	$6.11M	Buy	93,245 +5,262	+6%	+$345K	0.95%	26
2018 Q4	$6.01M	Buy	87,983 +17,184	+24%	+$1.17M	0.97%	25
2018 Q3	$4.75M	Buy	70,799 +4,612	+7%	+$309K	0.87%	30
2018 Q2	$4.58M	Buy	66,187 +11,792	+22%	+$815K	0.94%	28
2018 Q1	$3.72M	Buy	54,395 +10,627	+24%	+$726K	0.82%	29
2017 Q4	$3.05M	Buy	43,768 +1,480	+3%	+$103K	0.82%	32
2017 Q3	$2.66M	Buy	42,288 +1,530	+4%	+$96.1K	0.75%	35
2017 Q2	$2.43M	Buy	40,758 +39,453	+3,023%	+$2.35M	0.7%	39
2017 Q1	$77.7K	Buy	+1,305	New	+$77.7K	0.27%	71
2016 Q3	$1.84M	Sell	34,562 -20,125	-37%	-$1.07M	0.6%	34
2016 Q2	$1.4M	Buy	+54,687	New	+$1.4M	0.18%	93
2015 Q4	$487K	Buy	+29,707	New	+$487K	0.08%	159
2015 Q2	$2K	Sell	44 -36	-45%	-$1.64K	﹤0.01%	380
2015 Q1	$4K	Buy	+80	New	+$4K	﹤0.01%	435