Berger Financial Group’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
Sell
2025
Q1
$224K Sell
2024
Q4
$4.67M Buy
2024
Q3
$4.94M Sell
2024
Q2
$4.82M Buy
2024
Q1
$5.01M Buy
2023
Q1
Sell
2022
Q4
$4.75M Buy
2022
Q3
$3.63M Buy
2022
Q2
$3.65M Buy