Montag & Associates’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.97M Buy
5,545
+199
+4% +$106K 0.14% 134
2025
Q1
$1.98M Sell
5,346
-58
-1% -$21.4K 0.1% 164
2024
Q4
$2.45M Buy
5,404
+621
+13% +$282K 0.12% 156
2024
Q3
$2.06M Sell
4,783
-249
-5% -$107K 0.1% 175
2024
Q2
$1.84M Sell
5,032
-28
-0.6% -$10.2K 0.09% 172
2024
Q1
$1.77M Buy
+5,060
New +$1.77M 0.09% 188