CAPTRUST Financial Advisors’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.49M | Buy |
8,391
+546
| +7% | +$292K | 0.01% | 652 |
|
|
2025
Q1 | $2.9M | Buy |
7,845
+249
| +3% | +$92K | 0.01% | 761 |
|
|
2024
Q4 | $3.45M | Buy |
7,596
+1,926
| +34% | +$874K | 0.01% | 652 |
|
|
2024
Q3 | $2.44M | Buy |
5,670
+703
| +14% | +$303K | 0.01% | 784 |
|
|
2024
Q2 | $1.81M | Buy |
4,967
+364
| +8% | +$133K | 0.01% | 864 |
|
|
2024
Q1 | $1.61M | Sell |
4,603
-2,737
| -37% | -$958K | 0.01% | 893 |
|
|
2023
Q4 | $1.58M | Buy |
7,340
+464
| +7% | +$100K | 0.01% | 1014 |
|
|
2023
Q3 | $1.45M | Sell |
6,876
-1,051
| -13% | -$221K | 0.01% | 990 |
|
|
2023
Q2 | $1.46M | Buy |
7,927
+1,219
| +18% | +$225K | 0.01% | 971 |
|
|
2023
Q1 | $1.09M | Sell |
6,708
-159
| -2% | -$25.9K | ﹤0.01% | 991 |
|
|
2022
Q4 | $1.02M | Buy |
6,867
+71
| +1% | +$10.5K | 0.01% | 966 |
|
|
2022
Q3 | $785K | Sell |
6,796
-3
| -0% | -$347 | ﹤0.01% | 1042 |
|
|
2022
Q2 | $700K | Sell |
6,799
-1,559
| -19% | -$161K | ﹤0.01% | 1002 |
|
|
2022
Q1 | $941K | Buy |
8,358
+638
| +8% | +$71.8K | 0.01% | 866 |
|
|
2021
Q4 | $983K | Sell |
7,720
-593
| -7% | -$75.5K | 0.01% | 823 |
|
|
2021
Q3 | $959K | Buy |
8,313
+2,582
| +45% | +$298K | 0.01% | 775 |
|
|
2021
Q2 | $706K | Sell |
5,731
-57
| -1% | -$7.02K | 0.01% | 854 |
|
|
2021
Q1 | $649K | Buy |
5,788
+2,198
| +61% | +$246K | 0.01% | 850 |
|
|
2020
Q4 | $328K | Buy |
3,590
+30
| +0.8% | +$2.74K | ﹤0.01% | 989 |
|
|
2020
Q3 | $242K | Buy |
3,560
+110
| +3% | +$7.48K | ﹤0.01% | 953 |
|
|
2020
Q2 | $223K | Hold |
3,450
| – | – | ﹤0.01% | 983 |
|
|
2020
Q1 | $195K | Sell |
3,450
-30
| -0.9% | -$1.7K | ﹤0.01% | 858 |
|
|
2019
Q4 | $301K | Buy |
+3,480
| New | +$301K | ﹤0.01% | 845 |
|
|
2019
Q2 | – | Sell |
-17
| Closed | -$1K | – | 1939 |
|
|
2019
Q1 | $1K | Buy |
+17
| New | +$1K | ﹤0.01% | 1742 |
|
|
2018
Q1 | – | Sell |
-149
| Closed | -$12K | – | 1339 |
|
|
2017
Q4 | $12K | Buy |
+149
| New | +$12K | ﹤0.01% | 944 |
|