Robertson Stephens 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 | $218K | Sell |
407
-193
| -32% | -$103K | 0.01% | 515 |
|
|
2025
Q1 | $222K | Sell |
600
-227
| -27% | -$83.9K | 0.01% | 506 |
|
|
2024
Q4 | $375K | Sell |
827
-739
| -47% | -$335K | 0.01% | 417 |
|
|
2024
Q3 | $674K | Buy |
1,566
+88
| +6% | +$37.9K | 0.02% | 346 |
|
|
2024
Q2 | $540K | Sell |
1,478
-272
| -16% | -$99.3K | 0.03% | 322 |
|
|
2024
Q1 | $613K | Buy |
+1,750
| New | +$613K | 0.03% | 307 |
|