GeoWealth 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 | $188K | Sell |
352
-1,594
| -82% | -$853K | 0.01% | 674 |
|
|
2025
Q1 | $719K | Buy |
1,946
+1,693
| +669% | +$626K | 0.03% | 346 |
|
|
2024
Q4 | $115K | Buy |
253
+28
| +12% | +$12.7K | ﹤0.01% | 927 |
|
|
2024
Q3 | $96.9K | Buy |
+225
| New | +$96.9K | ﹤0.01% | 899 |
|
|
2024
Q2 | – | Sell |
-237
| Closed | -$83K | – | 878 |
|
|
2024
Q1 | $83K | Buy |
+237
| New | +$83K | ﹤0.01% | 784 |
|