Axxcess Wealth Management’s Emcor EME Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$668K Buy
1,248
+584
+88% +$312K 0.02% 523
2025
Q1
$245K Sell
664
-937
-59% -$346K 0.01% 752
2024
Q4
$727K Buy
1,601
+68
+4% +$30.9K 0.02% 473
2024
Q3
$660K Buy
1,533
+153
+11% +$65.9K 0.02% 488
2024
Q2
$504K Buy
1,380
+488
+55% +$178K 0.01% 518
2024
Q1
$312K Sell
892
-152
-15% -$53.2K 0.01% 653
2023
Q4
$225K Sell
1,044
-8
-0.8% -$1.72K 0.01% 740
2023
Q3
$221K Sell
1,052
-115
-10% -$24.2K 0.01% 700
2023
Q2
$216K Sell
1,167
-92
-7% -$17K 0.02% 534
2023
Q1
$205K Sell
1,259
-102
-7% -$16.6K 0.02% 584
2022
Q4
$202K Buy
+1,361
New +$202K 0.02% 565