Chase Investment Counsel’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$291K Sell
545
-1,416
-72% -$756K 0.09% 120
2025
Q1
$724K Sell
1,961
-36
-2% -$13.3K 0.27% 75
2024
Q4
$906K Buy
+1,997
New +$906K 0.29% 74
2024
Q3
Sell
-12,476
Closed -$4.55M 129
2024
Q2
$4.55M Buy
12,476
+294
+2% +$107K 1.62% 20
2024
Q1
$4.27M Sell
12,182
-127
-1% -$44.5K 1.59% 17
2023
Q4
$2.65M Sell
12,309
-118
-0.9% -$25.4K 1.17% 34
2023
Q3
$2.61M Buy
12,427
+184
+2% +$38.7K 1.3% 30
2023
Q2
$2.26M Buy
+12,243
New +$2.26M 1.14% 39