MWM
MinichMacGregor Wealth Management’s Emcor EME Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-19,893
| Closed | -$9.03M | – | 131 |
|
|
2024
Q4 | $9.03M | Buy |
19,893
+494
| +3% | +$224K | 1.87% | 19 |
|
|
2024
Q3 | $8.35M | Buy |
+19,399
| New | +$8.35M | 1.79% | 28 |
|
|
2023
Q1 | – | Sell |
-11
| Closed | -$1.63K | – | 246 |
|
|
2022
Q4 | $1.63K | Buy |
+11
| New | +$1.63K | ﹤0.01% | 590 |
|