Whalen 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	$294K	Sell	2,206 -3,561	-62%	-$475K	0.18%	141
2025 Q1	$632K	Buy	+5,767	New	+$632K	0.42%	48
2024 Q1	–	Sell	-6,420	Closed	-$625K	–	132
2023 Q4	$625K	Buy	+6,420	New	+$625K	0.56%	47