United Capital Financial Advisors’s Emcor EME Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$480K Sell
898
-113
-11% -$60.4K ﹤0.01% 786
2025
Q1
$374K Sell
1,011
-225
-18% -$83.2K ﹤0.01% 820
2024
Q4
$561K Buy
1,236
+84
+7% +$38.1K ﹤0.01% 690
2024
Q3
$496K Buy
1,152
+2
+0.2% +$861 ﹤0.01% 729
2024
Q2
$420K Buy
1,150
+146
+15% +$53.3K ﹤0.01% 745
2024
Q1
$352K Buy
+1,004
New +$352K ﹤0.01% 827