Avidian Wealth Enterprises’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 | $759K | Buy |
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|
2025
Q1 | $808K | Sell |
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|
2024
Q4 | $870K | Buy |
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|
2024
Q3 | $911K | Sell |
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|
2024
Q2 | $905K | Buy |
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|
2024
Q1 | $942K | Buy |
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|
2023
Q4 | $836K | Sell |
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|
2023
Q3 | $915K | Hold |
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|
2023
Q2 | $842K | Buy |
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|
2023
Q1 | $494K | Hold |
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|
2022
Q4 | $457K | Sell |
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|
2022
Q3 | $368K | Sell |
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|
2022
Q2 | $415K | Sell |
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|
2022
Q1 | $473K | Buy |
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|
2021
Q4 | $426K | Buy |
|