Carolinas Wealth Consulting’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 | – | Sell |
-4
| Closed | -$1.45K | – | 260 |
|
|
2025
Q1 | $1.45K | Buy |
4
+1
| +33% | +$363 | ﹤0.01% | 859 |
|
|
2024
Q4 | $1.09K | Hold |
3
| – | – | ﹤0.01% | 930 |
|
|
2024
Q3 | $1.18K | Hold |
3
| – | – | ﹤0.01% | 897 |
|
|
2024
Q2 | $1.14K | Hold |
3
| – | – | ﹤0.01% | 889 |
|
|
2024
Q1 | $1.19K | Hold |
3
| – | – | ﹤0.01% | 869 |
|
|
2023
Q4 | $1.06K | Hold |
3
| – | – | ﹤0.01% | 828 |
|
|
2023
Q3 | $1.19K | Hold |
3
| – | – | ﹤0.01% | 804 |
|
|
2023
Q2 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 909 |
|
|
2023
Q1 | $1.07K | Hold |
3
| – | – | ﹤0.01% | 884 |
|
|
2022
Q4 | $994 | Hold |
3
| – | – | ﹤0.01% | 896 |
|
|
2022
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 810 |
|
|
2022
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 810 |
|
|
2022
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 839 |
|
|
2021
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 871 |
|
|
2021
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 847 |
|
|
2021
Q2 | $1K | Hold |
3
| – | – | ﹤0.01% | 859 |
|
|
2021
Q1 | $1K | Hold |
3
| – | – | ﹤0.01% | 863 |
|
|
2020
Q4 | $1K | Hold |
3
| – | – | ﹤0.01% | 789 |
|
|
2020
Q3 | $1K | Hold |
3
| – | – | ﹤0.01% | 815 |
|
|
2020
Q2 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 558 |
|