CWM
Congress Wealth Management’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $16.5M | Sell |
30,929
-6,439
| -17% | -$3.44M | 0.16% | 157 |
|
|
2025
Q1 | $13.8M | Sell |
37,368
-5,889
| -14% | -$2.18M | 0.17% | 157 |
|
|
2024
Q4 | $19.6M | Sell |
43,257
-1,757
| -4% | -$798K | 0.27% | 101 |
|
|
2024
Q3 | $19.4M | Sell |
45,014
-10,112
| -18% | -$4.35M | 0.26% | 99 |
|
|
2024
Q2 | $20.1M | Sell |
55,126
-16,518
| -23% | -$6.03M | 0.32% | 77 |
|
|
2024
Q1 | $25.1M | Buy |
71,644
+696
| +1% | +$244K | 0.43% | 52 |
|
|
2023
Q4 | $15.3M | Buy |
70,948
+1,602
| +2% | +$345K | 0.28% | 98 |
|
|
2023
Q3 | $14.6M | Buy |
69,346
+1,331
| +2% | +$280K | 0.3% | 76 |
|
|
2023
Q2 | $12.6M | Buy |
68,015
+522
| +0.8% | +$96.5K | 0.29% | 98 |
|
|
2023
Q1 | $11M | Buy |
67,493
+6,153
| +10% | +$1M | 0.26% | 116 |
|
|
2022
Q4 | $9.09M | Buy |
+61,340
| New | +$9.09M | 0.23% | 133 |
|