Creative Planning’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.5M | Sell |
14,024
-35
| -0.2% | -$18.7K | 0.01% | 611 |
|
|
2025
Q1 | $5.2M | Buy |
14,059
+3,059
| +28% | +$1.13M | ﹤0.01% | 690 |
|
|
2024
Q4 | $4.99M | Buy |
11,000
+1,061
| +11% | +$482K | ﹤0.01% | 663 |
|
|
2024
Q3 | $4.28M | Buy |
9,939
+504
| +5% | +$217K | ﹤0.01% | 694 |
|
|
2024
Q2 | $3.44M | Buy |
9,435
+1,012
| +12% | +$369K | ﹤0.01% | 761 |
|
|
2024
Q1 | $2.95M | Buy |
8,423
+261
| +3% | +$91.4K | ﹤0.01% | 809 |
|
|
2023
Q4 | $1.76M | Buy |
8,162
+881
| +12% | +$190K | ﹤0.01% | 959 |
|
|
2023
Q3 | $1.53M | Buy |
7,281
+301
| +4% | +$63.3K | ﹤0.01% | 968 |
|
|
2023
Q2 | $1.29M | Buy |
6,980
+2,804
| +67% | +$518K | ﹤0.01% | 996 |
|
|
2023
Q1 | $679K | Buy |
4,176
+1,485
| +55% | +$241K | ﹤0.01% | 1293 |
|
|
2022
Q4 | $399K | Buy |
+2,691
| New | +$399K | ﹤0.01% | 1539 |
|
|
2017
Q3 | – | Sell |
-205
| Closed | -$13K | – | 2345 |
|
|
2017
Q2 | $13K | Buy |
205
+17
| +9% | +$1.08K | ﹤0.01% | 3413 |
|
|
2017
Q1 | $12K | Sell |
188
-90
| -32% | -$5.75K | ﹤0.01% | 3429 |
|
|
2016
Q4 | $20K | Buy |
278
+175
| +170% | +$12.6K | ﹤0.01% | 3046 |
|
|
2016
Q3 | $6K | Buy |
103
+8
| +8% | +$466 | ﹤0.01% | 3714 |
|
|
2016
Q2 | $5K | Hold |
95
| – | – | ﹤0.01% | 3559 |
|
|
2016
Q1 | $5K | Hold |
95
| – | – | ﹤0.01% | 3519 |
|
|
2015
Q4 | $5K | Sell |
95
-57
| -38% | -$3K | ﹤0.01% | 3597 |
|
|
2015
Q3 | $7K | Buy |
+152
| New | +$7K | ﹤0.01% | 3384 |
|
|
2015
Q2 | – | Sell |
-48
| Closed | -$2K | – | 1571 |
|
|
2015
Q1 | $2K | Buy |
48
+38
| +380% | +$1.58K | ﹤0.01% | 3760 |
|
|
2014
Q4 | $0 | Sell |
10
-6
| -38% | – | ﹤0.01% | 4043 |
|
|
2014
Q3 | $1K | Buy |
16
+7
| +78% | +$438 | ﹤0.01% | 3699 |
|
|
2014
Q2 | $0 | Sell |
9
-142
| -94% | – | ﹤0.01% | 3680 |
|
|
2014
Q1 | $7K | Buy |
+151
| New | +$7K | ﹤0.01% | 2857 |
|