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Spire Wealth Management’s Embecta EMBC Stock Holding History

Spire Wealth Management’s Portfolio EMBC Stock Details EMBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.32K Buy
+404
New +$2.2K ﹤0.01% 2090
2024
Q2 		– Sell
-39
Closed -$518 – 2259
2024
Q1 		$518 Sell
39
-28
-42% -$434 ﹤0.01% 2294
2023
Q4 		$1.13K Sell
67
-11
-14% -$180 ﹤0.01% 2245
2023
Q3 		$1.17K Sell
78
-47
-38% -$881 ﹤0.01% 2224
2023
Q2 		$2.7K Sell
125
-2
-2% -$55 ﹤0.01% 2141
2023
Q1 		$3.57K Buy
127
+65
+105% +$1.84K ﹤0.01% 2116
2022
Q4 		$2K Sell
62
-26
-30% -$794 ﹤0.01% 2034
2022
Q3 		$3K Sell
88
-296
-77% -$8.76K ﹤0.01% 1855
2022
Q2 		$10K Buy
+384
New +$11.1K ﹤0.01% 1908

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CAMG
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CWP
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YIH
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HWAM
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Wealth Enhancement Advisory Services
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GI
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MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
S
Sachetta Lynnfield, Massachusetts $206M AUM 26.19% 1-Year Est. Return