SWA
SOA Wealth Advisors’s Embecta EMBC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1
| Closed | -$13 | – | 898 |
|
|
2025
Q1 | $13 | Sell |
1
-2
| -67% | -$26 | ﹤0.01% | 874 |
|
|
2024
Q4 | $62 | Hold |
3
| – | – | ﹤0.01% | 855 |
|
|
2024
Q3 | $42 | Hold |
3
| – | – | ﹤0.01% | 827 |
|
|
2024
Q2 | $38 | Hold |
3
| – | – | ﹤0.01% | 842 |
|
|
2024
Q1 | $40 | Sell |
3
-2
| -40% | -$27 | ﹤0.01% | 898 |
|
|
2023
Q4 | $95 | Hold |
5
| – | – | ﹤0.01% | 872 |
|
|
2023
Q3 | $75 | Sell |
5
-1
| -17% | -$15 | ﹤0.01% | 910 |
|
|
2023
Q2 | $130 | Sell |
6
-1
| -14% | -$22 | ﹤0.01% | 897 |
|
|
2023
Q1 | $197 | Hold |
7
| – | – | ﹤0.01% | 906 |
|
|
2022
Q4 | $177 | Hold |
7
| – | – | ﹤0.01% | 912 |
|
|
2022
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 862 |
|
|
2022
Q2 | $0 | Buy |
+7
| New | – | ﹤0.01% | 863 |
|