Annis Gardner Whiting Capital Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.82K | Hold |
23
| – | – | ﹤0.01% | 778 |
|
|
2025
Q1 | $8.36K | Hold |
23
| – | – | ﹤0.01% | 567 |
|
|
2024
Q4 | $8.34K | Sell |
23
-14
| -38% | -$5.08K | ﹤0.01% | 556 |
|
|
2024
Q3 | $14.5K | Hold |
37
| – | – | ﹤0.01% | 505 |
|
|
2024
Q2 | $14.1K | Buy |
37
+27
| +270% | +$10.3K | ﹤0.01% | 636 |
|
|
2024
Q1 | $3.98K | Buy |
+10
| New | +$3.98K | ﹤0.01% | 786 |
|