Bartlett & Co Wealth Management’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
Q3 | $577K | Buy |
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|
2025
Q2 | $560K | Hold |
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|
2025
Q1 | $598K | Sell |
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|
2024
Q4 | $624K | Hold |
|
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|
2024
Q3 | $675K | Sell |
|
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|
2024
Q2 | $666K | Hold |
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|
2024
Q1 | $694K | Hold |
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|
2023
Q4 | $616K | Hold |
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|
2023
Q3 | $649K | Hold |
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|
2023
Q2 | $597K | Sell |
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|
2023
Q1 | $640K | Hold |
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|
2022
Q4 | $592K | Sell |
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|
2022
Q3 | $487K | Hold |
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|
2022
Q2 | $520K | Sell |
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|
2022
Q1 | $563K | Buy |
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|
2021
Q4 | $501K | Sell |
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|
2021
Q3 | $468K | Sell |
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|
2021
Q2 | $520K | Sell |
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|
2021
Q1 | $537K | Buy |
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|
2020
Q4 | $502K | Hold |
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|
2020
Q3 | $424K | Sell |
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|
2020
Q2 | $5.22M | Sell |
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|
2020
Q1 | $9.53M | Sell |
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|
2019
Q4 | $15.4M | Sell |
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|
2019
Q3 | $15.3M | Buy |
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|
2019
Q2 | $742 | Buy |
|