Forum Financial Management’s Emcor EME Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $455K | Buy |
851
+27
| +3% | +$14.4K | 0.01% | 453 |
|
|
2025
Q1 | $305K | Sell |
824
-754
| -48% | -$279K | 0.01% | 583 |
|
|
2024
Q4 | $716K | Sell |
1,578
-45
| -3% | -$20.4K | 0.01% | 270 |
|
|
2024
Q3 | $699K | Buy |
1,623
+1
| +0.1% | +$431 | 0.01% | 243 |
|
|
2024
Q2 | $592K | Buy |
1,622
+8
| +0.5% | +$2.92K | 0.01% | 262 |
|
|
2024
Q1 | $565K | Buy |
1,614
+5
| +0.3% | +$1.75K | 0.01% | 289 |
|
|
2023
Q4 | $347K | Hold |
1,609
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $339K | Hold |
1,609
| – | – | 0.01% | 390 |
|
|
2023
Q2 | $297K | Hold |
1,609
| – | – | 0.01% | 434 |
|
|
2023
Q1 | $262K | Hold |
1,609
| – | – | 0.01% | 451 |
|
|
2022
Q4 | $238K | Buy |
+1,609
| New | +$238K | 0.01% | 482 |
|
|
2022
Q1 | – | Sell |
-1,609
| Closed | -$205K | – | 632 |
|
|
2021
Q4 | $205K | Buy |
+1,609
| New | +$205K | 0.01% | 611 |
|