Avidian Wealth Enterprises’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 | $759K | Buy |
2,234
+10
| +0.4% | +$3.4K | 0.03% | 245 |
|
|
2025
Q1 | $808K | Sell |
2,224
-177
| -7% | -$64.3K | 0.04% | 224 |
|
|
2024
Q4 | $870K | Buy |
2,401
+76
| +3% | +$27.5K | 0.04% | 208 |
|
|
2024
Q3 | $911K | Sell |
2,325
-49
| -2% | -$19.2K | 0.04% | 202 |
|
|
2024
Q2 | $905K | Buy |
2,374
+5
| +0.2% | +$1.91K | 0.04% | 188 |
|
|
2024
Q1 | $942K | Buy |
2,369
+6
| +0.3% | +$2.39K | 0.05% | 168 |
|
|
2023
Q4 | $836K | Sell |
2,363
-100
| -4% | -$35.4K | 0.05% | 184 |
|
|
2023
Q3 | $915K | Hold |
2,463
| – | – | 0.06% | 170 |
|
|
2023
Q2 | $842K | Buy |
2,463
+1,083
| +78% | +$370K | 0.06% | 201 |
|
|
2023
Q1 | $494K | Hold |
1,380
| – | – | 0.03% | 293 |
|
|
2022
Q4 | $457K | Sell |
1,380
-21
| -1% | -$6.96K | 0.03% | 288 |
|
|
2022
Q3 | $368K | Sell |
1,401
-78
| -5% | -$20.5K | 0.03% | 281 |
|
|
2022
Q2 | $415K | Sell |
1,479
-89
| -6% | -$25K | 0.03% | 294 |
|
|
2022
Q1 | $473K | Buy |
1,568
+13
| +0.8% | +$3.92K | 0.03% | 304 |
|
|
2021
Q4 | $426K | Buy |
+1,555
| New | +$426K | 0.03% | 322 |
|