Barrett & Company’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 | $13.6K | Hold |
40
| – | – | 0.01% | 449 |
|
|
2025
Q1 | $14.5K | Hold |
40
| – | – | 0.01% | 413 |
|
|
2024
Q4 | $14.5K | Hold |
40
| – | – | 0.01% | 405 |
|
|
2024
Q3 | $15.7K | Hold |
40
| – | – | 0.01% | 390 |
|
|
2024
Q2 | $15.2K | Hold |
40
| – | – | 0.01% | 395 |
|
|
2024
Q1 | $15.9K | Hold |
40
| – | – | 0.01% | 392 |
|
|
2023
Q4 | $14.1K | Hold |
40
| – | – | 0.01% | 381 |
|
|
2023
Q3 | $14.9K | Buy |
+40
| New | +$14.9K | 0.01% | 377 |
|