Caldwell Trust’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 | $21.7K | Hold |
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|
2025
Q2 | $21.1K | Hold |
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|
2025
Q1 | $22.5K | Hold |
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|
2024
Q4 | $22.5K | Hold |
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|
2024
Q3 | $24.3K | Hold |
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|
2024
Q2 | $23.6K | Hold |
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|
2024
Q1 | $24.6K | Hold |
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|
2023
Q4 | $21.9K | Hold |
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|
2023
Q3 | $23K | Hold |
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|
2023
Q2 | $21.2K | Hold |
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|
2023
Q1 | $22.2K | Hold |
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|
2022
Q4 | $20.5K | Hold |
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|
2022
Q3 | $16.3K | Sell |
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|
2022
Q2 | $40.4K | Hold |
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|
2022
Q1 | $43.4K | Sell |
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|
2021
Q4 | $39.7K | Hold |
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|
2021
Q3 | $36.4K | Hold |
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|
2021
Q2 | $36.5K | Hold |
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|
2021
Q1 | $35.9K | Hold |
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|
2020
Q4 | $33.9K | Hold |
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|
2020
Q3 | $28.6K | Hold |
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|
2020
Q2 | $29.9K | Hold |
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|
2020
Q1 | $27.9K | Hold |
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|
2019
Q4 | $40.1K | Buy |
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