EWM
Empirical Wealth Management’s MetroCity Bankshares MCBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
47,232
+8,857
| +23% | +$253K | 0.03% | 275 |
|
|
2025
Q1 | $1.06M | Buy |
38,375
+4,138
| +12% | +$114K | 0.03% | 289 |
|
|
2024
Q4 | $1.09M | Buy |
34,237
+3,493
| +11% | +$112K | 0.03% | 269 |
|
|
2024
Q3 | $941K | Buy |
30,744
+10,293
| +50% | +$315K | 0.03% | 273 |
|
|
2024
Q2 | $540K | Buy |
20,451
+6,385
| +45% | +$169K | 0.02% | 342 |
|
|
2024
Q1 | $351K | Buy |
14,066
+472
| +3% | +$11.8K | 0.01% | 404 |
|
|
2023
Q4 | $327K | Buy |
13,594
+530
| +4% | +$12.7K | 0.01% | 382 |
|
|
2023
Q3 | $257K | Buy |
13,064
+1,936
| +17% | +$38.1K | 0.01% | 397 |
|
|
2023
Q2 | $199K | Buy |
11,128
+860
| +8% | +$15.4K | 0.01% | 441 |
|
|
2023
Q1 | $175K | Buy |
10,268
+915
| +10% | +$15.6K | 0.01% | 451 |
|
|
2022
Q4 | $202K | Sell |
9,353
-1,070
| -10% | -$23.1K | 0.01% | 436 |
|
|
2022
Q3 | $205K | Buy |
10,423
+200
| +2% | +$3.93K | 0.01% | 438 |
|
|
2022
Q2 | $208K | Buy |
+10,223
| New | +$208K | 0.01% | 436 |
|