Marks Group Wealth 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
$10.8M Sell
20,271
-3,178
-14% -$1.7M 1.01% 15
2025
Q1
$8.67M Buy
23,449
+1,341
+6% +$496K 0.83% 39
2024
Q4
$10M Sell
22,108
-1,504
-6% -$683K 0.99% 18
2024
Q3
$10.2M Buy
23,612
+604
+3% +$260K 0.97% 15
2024
Q2
$8.4M Sell
23,008
-13,929
-38% -$5.09M 0.88% 32
2024
Q1
$12.9M Sell
36,937
-2,459
-6% -$861K 1.35% 8
2023
Q4
$8.49M Sell
39,396
-1,570
-4% -$338K 0.97% 18
2023
Q3
$8.62M Sell
40,966
-1,334
-3% -$281K 1.07% 12
2023
Q2
$7.82M Sell
42,300
-147
-0.3% -$27.2K 0.93% 22
2023
Q1
$6.9M Buy
+42,447
New +$6.9M 0.88% 36