Allworth Financial’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.87M | Buy |
5,237
+616
| +13% | +$448K | 0.02% | 404 |
|
|
2025
Q4 | $2.83M | Buy |
4,621
+120
| +3% | +$77.7K | 0.01% | 464 |
|
|
2025
Q3 | $2.92M | Sell |
4,501
-789
| -15% | -$479K | 0.01% | 433 |
|
|
2025
Q2 | $2.83M | Buy |
5,290
+5,073
| +2,338% | +$2.24M | 0.01% | 420 |
|
|
2025
Q1 | $86.9K | Buy |
217
+33
| +18% | +$14.3K | ﹤0.01% | 1298 |
|
|
2024
Q4 | $98.6K | Sell |
184
-16
| -8% | -$7.57K | ﹤0.01% | 1278 |
|
|
2024
Q3 | $86.1K | Sell |
200
-21
| -10% | -$7.93K | ﹤0.01% | 1152 |
|
|
2024
Q2 | $80.4K | Buy |
221
+51
| +30% | +$18.8K | ﹤0.01% | 1161 |
|
|
2024
Q1 | $59.5K | Buy |
170
+34
| +25% | +$9.13K | ﹤0.01% | 1238 |
|
|
2023
Q4 | $29.3K | Buy |
136
+62
| +84% | +$13K | ﹤0.01% | 1423 |
|
|
2023
Q3 | $15.6K | Buy |
74
+13
| +21% | +$2.72K | ﹤0.01% | 1677 |
|
|
2023
Q2 | $11.3K | Hold |
61
| – | – | ﹤0.01% | 1825 |
|
|
2023
Q1 | $9.92K | Hold |
61
| – | – | ﹤0.01% | 1796 |
|
|
2022
Q4 | $9.04K | Hold |
61
| – | – | ﹤0.01% | 1717 |
|
|
2022
Q3 | $7K | Buy |
61
+36
| +144% | +$4.11K | ﹤0.01% | 1776 |
|
|
2022
Q2 | $3K | Buy |
25
+1
| +4% | +$107 | ﹤0.01% | 1882 |
|
|
2022
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 1708 |
|
|
2021
Q4 | $3K | Hold |
24
| – | – | ﹤0.01% | 1638 |
|
|
2021
Q3 | $3K | Hold |
24
| – | – | ﹤0.01% | 1599 |
|
|
2021
Q2 | $3K | Hold |
24
| – | – | ﹤0.01% | 1299 |
|
|
2021
Q1 | $3K | Hold |
24
| – | – | ﹤0.01% | 1226 |
|
|
2020
Q4 | $2K | Hold |
24
| – | – | ﹤0.01% | 1143 |
|
|
2020
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 980 |
|
|
2020
Q2 | $2K | Sell |
24
-6
| -20% | -$376 | ﹤0.01% | 1002 |
|
|
2020
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 1046 |
|
|
2019
Q4 | $3K | Hold |
30
| – | – | ﹤0.01% | 842 |
|
|
2019
Q3 | $3K | Hold |
30
| – | – | ﹤0.01% | 754 |
|
|
2019
Q2 | $3K | Hold |
30
| – | – | ﹤0.01% | 743 |
|
|
2019
Q1 | $2K | Buy |
30
+6
| +25% | +$407 | ﹤0.01% | 819 |
|
|
2018
Q4 | $1K | Hold |
24
| – | – | ﹤0.01% | 794 |
|
|
2018
Q3 | $2K | Hold |
24
| – | – | ﹤0.01% | 781 |
|
|
2018
Q2 | $2K | Hold |
24
| – | – | ﹤0.01% | 785 |
|
|
2018
Q1 | $2K | Buy |
+24
| New | +$1.9K | ﹤0.01% | 698 |
|
Other funds holding EME
VCM
VPM
