EP Wealth Advisors’s Emcor EME Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$251K	Buy	+469	New	+$251K	﹤0.01%	1120
2025 Q1	–	Sell	-444	Closed	-$202K	–	1313
2024 Q4	$202K	Buy	+444	New	+$202K	﹤0.01%	1084