EWM
Empirical Wealth Management’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $670K | Sell |
1,252
-354
| -22% | -$189K | 0.02% | 373 |
|
|
2025
Q1 | $594K | Sell |
1,606
-3,461
| -68% | -$1.28M | 0.02% | 376 |
|
|
2024
Q4 | $2.3M | Buy |
5,067
+255
| +5% | +$116K | 0.06% | 179 |
|
|
2024
Q3 | $2.07M | Sell |
4,812
-32
| -0.7% | -$13.8K | 0.06% | 182 |
|
|
2024
Q2 | $1.77M | Sell |
4,844
-159
| -3% | -$58K | 0.05% | 194 |
|
|
2024
Q1 | $1.75M | Buy |
+5,003
| New | +$1.75M | 0.05% | 192 |
|