EAM
Empirical Asset Management’s MSCI MSCI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $692K | Buy |
1,199
+244
| +26% | +$141K | 0.21% | 146 |
|
|
2025
Q1 | $540K | Buy |
955
+491
| +106% | +$278K | 0.18% | 167 |
|
|
2024
Q4 | $278K | Buy |
+464
| New | +$278K | 0.09% | 240 |
|
|
2024
Q3 | – | Sell |
-951
| Closed | -$458K | – | 341 |
|
|
2024
Q2 | $458K | Buy |
951
+319
| +50% | +$154K | 0.17% | 175 |
|
|
2024
Q1 | $354K | Sell |
632
-326
| -34% | -$183K | 0.17% | 172 |
|
|
2023
Q4 | $542K | Buy |
+958
| New | +$542K | 0.44% | 82 |
|
|
2023
Q3 | – | Sell |
-593
| Closed | -$278K | – | 185 |
|
|
2023
Q2 | $278K | Buy |
+593
| New | +$278K | 0.25% | 121 |
|