Carson Wealth (CWM LLC)’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.44M | Buy |
8,299
+2,732
| +49% | +$1.46M | 0.02% | 626 |
|
|
2025
Q1 | $2.06M | Buy |
5,567
+22
| +0.4% | +$8.13K | 0.01% | 822 |
|
|
2024
Q4 | $2.52M | Buy |
5,545
+1,302
| +31% | +$591K | 0.01% | 696 |
|
|
2024
Q3 | $1.83M | Buy |
4,243
+1,985
| +88% | +$855K | 0.01% | 743 |
|
|
2024
Q2 | $824K | Buy |
2,258
+1,407
| +165% | +$513K | ﹤0.01% | 1001 |
|
|
2024
Q1 | $298K | Sell |
851
-72
| -8% | -$25.2K | ﹤0.01% | 1332 |
|
|
2023
Q4 | $199K | Sell |
923
-44
| -5% | -$9.49K | ﹤0.01% | 1425 |
|
|
2023
Q3 | $203K | Buy |
967
+1
| +0.1% | +$210 | ﹤0.01% | 1306 |
|
|
2023
Q2 | $178K | Buy |
966
+86
| +10% | +$15.8K | ﹤0.01% | 1295 |
|
|
2023
Q1 | $143K | Buy |
880
+42
| +5% | +$6.83K | ﹤0.01% | 1333 |
|
|
2022
Q4 | $124K | Buy |
838
+480
| +134% | +$71K | ﹤0.01% | 1284 |
|
|
2022
Q3 | $41K | Buy |
358
+123
| +52% | +$14.1K | ﹤0.01% | 1749 |
|
|
2022
Q2 | $24K | Buy |
235
+37
| +19% | +$3.78K | ﹤0.01% | 2002 |
|
|
2022
Q1 | $22K | Sell |
198
-17
| -8% | -$1.89K | ﹤0.01% | 2011 |
|
|
2021
Q4 | $27K | Buy |
+215
| New | +$27K | ﹤0.01% | 1824 |
|
|
2021
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2021
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2020
Q1 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q4 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q3 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q2 | $25K | Hold |
200
| – | – | ﹤0.01% | 1683 |
|
|
2019
Q1 | $25K | Buy |
200
+170
| +567% | +$21.3K | ﹤0.01% | 1683 |
|
|
2018
Q4 | $2K | Buy |
30
+18
| +150% | +$1.2K | ﹤0.01% | 1734 |
|
|
2018
Q3 | $1K | Sell |
12
-13
| -52% | -$1.08K | ﹤0.01% | 1647 |
|
|
2018
Q2 | $2K | Buy |
25
+13
| +108% | +$1.04K | ﹤0.01% | 1363 |
|
|
2018
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 1262 |
|
|
2017
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1342 |
|
|
2017
Q3 | $1K | Sell |
12
-2
| -14% | -$167 | ﹤0.01% | 1361 |
|
|
2017
Q2 | $1K | Hold |
14
| – | – | ﹤0.01% | 1088 |
|
|
2017
Q1 | $1K | Buy |
14
+12
| +600% | +$857 | ﹤0.01% | 1051 |
|
|
2016
Q4 | $0 | Hold |
2
| – | – | ﹤0.01% | 1118 |
|
|
2016
Q3 | $0 | Hold |
2
| – | – | ﹤0.01% | 1005 |
|
|
2016
Q2 | $0 | Buy |
+2
| New | – | ﹤0.01% | 806 |
|