Asset Dedication LLC’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $85K | Hold |
|
|||||
|
2025
Q1 | $90.8K | Hold |
|
|||||
|
2024
Q4 | $90.6K | Hold |
|
|||||
|
2024
Q3 | $98K | Hold |
|
|||||
|
2024
Q2 | $95.3K | Hold |
|
|||||
|
2024
Q1 | $99K | Hold |
|
|||||
|
2023
Q4 | $88K | Hold |
|
|||||
|
2023
Q3 | $93K | Hold |
|
|||||
|
2023
Q2 | $85K | Hold |
|
|||||
|
2023
Q1 | $90K | Hold |
|
|||||
|
2022
Q4 | $83K | Hold |
|
|||||
|
2022
Q3 | $66K | Hold |
|
|||||
|
2022
Q2 | $70K | Hold |
|
|||||
|
2022
Q1 | $75K | Hold |
|
|||||
|
2021
Q4 | $68K | Hold |
|
|||||
|
2021
Q3 | $63K | Hold |
|
|||||
|
2021
Q2 | $63K | Hold |
|
|||||
|
2021
Q1 | $62K | Hold |
|
|||||
|
2020
Q4 | $59K | Hold |
|
|||||
|
2020
Q3 | $49K | Hold |
|
|||||
|
2020
Q2 | $52K | Hold |
|
|||||
|
2020
Q1 | $48K | Sell |
|
|||||
|
2019
Q4 | $71K | Buy |
|
|||||
|
2019
Q3 | $67K | Hold |
|
|||||
|
2019
Q2 | $62K | Buy |
|