Bartlett & Co Wealth Management’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 | $560K | Hold |
1,647
| – | – | 0.01% | 316 |
|
|
2025
Q1 | $598K | Sell |
1,647
-75
| -4% | -$27.3K | 0.01% | 304 |
|
|
2024
Q4 | $624K | Hold |
1,722
| – | – | 0.01% | 298 |
|
|
2024
Q3 | $675K | Sell |
1,722
-25
| -1% | -$9.8K | 0.01% | 297 |
|
|
2024
Q2 | $666K | Hold |
1,747
| – | – | 0.01% | 291 |
|
|
2024
Q1 | $694K | Hold |
1,747
| – | – | 0.01% | 297 |
|
|
2023
Q4 | $616K | Hold |
1,747
| – | – | 0.01% | 321 |
|
|
2023
Q3 | $649K | Hold |
1,747
| – | – | 0.01% | 305 |
|
|
2023
Q2 | $597K | Sell |
1,747
-40
| -2% | -$13.7K | 0.01% | 322 |
|
|
2023
Q1 | $640K | Hold |
1,787
| – | – | 0.01% | 261 |
|
|
2022
Q4 | $592K | Sell |
1,787
-68
| -4% | -$22.5K | 0.01% | 271 |
|
|
2022
Q3 | $487K | Hold |
1,855
| – | – | 0.01% | 287 |
|
|
2022
Q2 | $520K | Sell |
1,855
-12
| -0.6% | -$3.36K | 0.01% | 277 |
|
|
2022
Q1 | $563K | Buy |
1,867
+39
| +2% | +$11.8K | 0.01% | 285 |
|
|
2021
Q4 | $501K | Sell |
1,828
-37
| -2% | -$10.1K | 0.01% | 297 |
|
|
2021
Q3 | $468K | Sell |
1,865
-200
| -10% | -$50.2K | 0.01% | 264 |
|
|
2021
Q2 | $520K | Sell |
2,065
-100
| -5% | -$25.2K | 0.01% | 257 |
|
|
2021
Q1 | $537K | Buy |
2,165
+20
| +0.9% | +$4.96K | 0.01% | 255 |
|
|
2020
Q4 | $502K | Hold |
2,145
| – | – | 0.01% | 256 |
|
|
2020
Q3 | $424K | Sell |
2,145
-23,155
| -92% | -$4.57M | 0.01% | 254 |
|
|
2020
Q2 | $5.22M | Sell |
25,300
-24,215
| -49% | -$4.99M | 0.14% | 117 |
|
|
2020
Q1 | $9.53M | Sell |
49,515
-6,290
| -11% | -$1.21M | 0.29% | 82 |
|
|
2019
Q4 | $15.4M | Sell |
55,805
-1,595
| -3% | -$442K | 0.38% | 72 |
|
|
2019
Q3 | $15.3M | Buy |
57,400
+57,397
| +1,913,233% | +$15.3M | 0.4% | 70 |
|
|
2019
Q2 | $742 | Buy |
+3
| New | +$742 | ﹤0.01% | 712 |
|