AssetMark Inc’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 | $152M | Buy |
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|
2025
Q1 | $148M | Sell |
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|
2024
Q4 | $151M | Buy |
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|
2024
Q3 | $161M | Buy |
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|
2024
Q2 | $112M | Buy |
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|
2024
Q1 | $116M | Sell |
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|
2023
Q4 | $106M | Buy |
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|
2023
Q3 | $1.93M | Buy |
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|
2023
Q2 | $1.57M | Buy |
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.89M | Sell |
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|
2022
Q3 | $1.56M | Buy |
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|
2022
Q2 | $1.36M | Buy |
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|
2022
Q1 | $8K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $3.59M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $28K | Sell |
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|
2020
Q4 | $51K | Sell |
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|
2020
Q3 | $52K | Sell |
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|
2020
Q2 | $56K | Sell |
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|
2020
Q1 | $136K | Sell |
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|
2019
Q4 | $256K | Buy |
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|
2019
Q3 | $93K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2K | Sell |
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|
2018
Q4 | $5K | Hold |
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|
2018
Q3 | $5K | Sell |
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|
2018
Q2 | $7K | Sell |
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|
2018
Q1 | $16K | Sell |
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|
2017
Q4 | $140K | Sell |
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|
2017
Q3 | $415K | Buy |
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|
2017
Q2 | $173K | Buy |
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|
2017
Q1 | $142K | Buy |
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