MSWM
McGlone Suttner Wealth Management’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $812K | Buy |
1,518
+29
| +2% | +$15.5K | 0.12% | 82 |
|
|
2025
Q1 | $550K | Buy |
1,489
+135
| +10% | +$49.9K | 0.09% | 104 |
|
|
2024
Q4 | $615K | Buy |
1,354
+187
| +16% | +$84.9K | 0.1% | 86 |
|
|
2024
Q3 | $502K | Buy |
+1,167
| New | +$502K | 0.1% | 99 |
|
|
2024
Q2 | – | Sell |
-653
| Closed | -$229K | – | 165 |
|
|
2024
Q1 | $229K | Buy |
653
+30
| +5% | +$10.5K | 0.04% | 156 |
|
|
2023
Q4 | $134K | Buy |
+623
| New | +$134K | 0.03% | 183 |
|