Capital A 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 Q1	$138K	Hold	379	–	–	0.14%	89
2024 Q4	$137K	Buy	+379	New	+$137K	0.23%	91