EWM
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Empirical Wealth Management’s Loar Holdings LOAR Stock Holding History

Empirical Wealth Management’s Portfolio LOAR Stock Details LOAR Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.9M Buy
+33,703
New +$2.9M 0.07% 183
2025
Q1 		– Sell
-68,372
Closed -$5.05M – 717
2024
Q4 		$5.05M Buy
+68,372
New +$5.05M 0.14% 115