Wealth Plan Partners, LLC Emerson Electric CO Transaction History

Wealth Plan Partners, LLC

$591 Million
Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Emerson Electric CO stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 30,164 shares of EMR stock, worth $3.85 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

30,164

Previous 31,219 3.38%

Holding current value

$3.85 Million

Previous $4.16 Million 4.95%

% of portfolio

0.67%

Previous 0.75%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	$128.6 - $149.63 $135,673 - $157,859	-1,055 Reduced 3.38%	30,164 $3.96 Million
Q2 2025 Jul 28, 2025	SELL	$94.15 - $133.33 $281,790 - $399,056	-2,993 Reduced 8.75%	31,219 $4.16 Million
Q1 2025 May 09, 2025	BUY	$108.64 - $131.17 $32,157 - $38,826	296 Added 0.87%	34,212 $3.75 Billion
Q4 2024 Jan 30, 2025	BUY	$108.13 - $134.33 $89,099 - $110,687	824 Added 2.49%	33,916 $4.2 Billion
Q3 2024 Nov 05, 2024	BUY	$98.19 - $118.87 $511,275 - $618,956	5,207 Added 18.67%	33,092 $3.62 Billion

Q2 2024 Aug 09, 2024	BUY	$105.97 - $115.59 $2.95 Million - $3.22 Million	27,885 New	27,885 $3.07 Billion
Q2 2023 Jul 31, 2023	BUY	$77.68 - $90.39 $21,051 - $24,495	271 Added 8.17%	3,589 $324 Million
Q1 2023 May 10, 2023	BUY	$80.53 - $98.23 $1,610 - $1,964	20 Added 0.61%	3,318 $289 Million
Q4 2022 Feb 16, 2023	SELL	$75.54 - $98.1 $7,402 - $9,613	-98 Reduced 2.89%	3,298 $284 Million
Q1 2022 May 03, 2022	BUY	$89.51 - $99.06 $1,700 - $1,882	19 Added 0.56%	3,396 $306,000
Q4 2021 Feb 01, 2022	SELL	$86.79 - $100.15 $60,492 - $69,804	-697 Reduced 17.11%	3,377 $311,000
Q3 2021 Dec 09, 2021	SELL	$93.71 - $105.7 $1,967 - $2,219	-21 Reduced 0.51%	4,074 $383,000
Q2 2021 Aug 19, 2021	SELL	$90.41 - $98.61 $12,205 - $13,312	-135 Reduced 3.19%	4,095 $427,000
Q1 2021 May 11, 2021	BUY	$78.01 - $92.2 $329,982 - $390,006	4,230 New	4,230 $385,000
Q1 2020 May 15, 2020	SELL	$38.08 - $77.87 $3.01 Million - $6.15 Million	-78,977 Closed	0 $0
Q4 2019 Feb 14, 2020	SELL	$63.16 - $76.97 $1.95 Million - $2.37 Million	-30,806 Reduced 28.06%	78,977 $5.95 Million
Q3 2019 Nov 15, 2019	BUY	$56.41 - $67.29 $562,238 - $670,679	9,967 Added 9.99%	109,783 $8.08 Million
Q2 2019 Aug 19, 2019	BUY	$60.24 - $73.16 $395,837 - $480,734	6,571 Added 7.05%	99,816 $5.91 Million
Q1 2019 May 16, 2019	BUY	$58.46 - $69.26 $307,616 - $364,446	5,262 Added 5.98%	93,245 $6.11 Million
Q4 2018 Feb 20, 2019	BUY	$55.49 - $78.52 $953,540 - $1.35 Million	17,184 Added 24.27%	87,983 $6.01 Million
Q3 2018 Nov 21, 2018	BUY	$67.89 - $78.41 $313,108 - $361,626	4,612 Added 6.97%	70,799 $4.75 Million
Q2 2018 Aug 16, 2018	BUY	$66.19 - $74.08 $780,512 - $873,551	11,792 Added 21.68%	66,187 $4.58 Million
Q1 2018 May 16, 2018	BUY	$66.4 - $74.05 $3.61 Million - $4.03 Million	54,395 New	54,395 $3.72 Million

Others Institutions Holding EMR

# of Institutions

2,407

Shares Held

458M

Call Options Held

2.96M

Put Options Held

1.46M

View Full List

About EMERSON ELECTRIC CO

Ticker EMR
Exchange NYSE
Sector Industrials
Industry Specialty Industrial Machinery
Shares Outstandng 591,299,968
Market Cap $75.4B
Description
Emerson Electric Co., a technology and engineering company, provides various solutions for customers in industrial, commercial, and residential markets in the Americas, Asia, the Middle East, Africa, and Europe. The company operates through Automation Solutions, and Commercial & Residential Solutions segments. The Automation Solutions segmen...

More about EMR

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Wealth Plan Partners, LLC Emerson Electric CO Transaction History