Carson Wealth (CWM LLC)’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 | $18.8M | Buy |
55,247
+8,448
| +18% | +$2.87M | 0.07% | 249 |
|
|
2025
Q1 | $17M | Sell |
46,799
-587
| -1% | -$213K | 0.07% | 246 |
|
|
2024
Q4 | $17.2M | Sell |
47,386
-1,024
| -2% | -$371K | 0.07% | 234 |
|
|
2024
Q3 | $19M | Sell |
48,410
-1,809
| -4% | -$709K | 0.08% | 215 |
|
|
2024
Q2 | $19.1M | Sell |
50,219
-2,028
| -4% | -$773K | 0.09% | 205 |
|
|
2024
Q1 | $20.8M | Sell |
52,247
-2,450
| -4% | -$974K | 0.1% | 194 |
|
|
2023
Q4 | $19.3M | Sell |
54,697
-9,404
| -15% | -$3.33M | 0.1% | 189 |
|
|
2023
Q3 | $23.8M | Sell |
64,101
-8,385
| -12% | -$3.12M | 0.15% | 140 |
|
|
2023
Q2 | $24.8M | Sell |
72,486
-8,564
| -11% | -$2.93M | 0.15% | 129 |
|
|
2023
Q1 | $29M | Sell |
81,050
-4,309
| -5% | -$1.54M | 0.2% | 103 |
|
|
2022
Q4 | $28.3M | Sell |
85,359
-341
| -0.4% | -$113K | 0.21% | 104 |
|
|
2022
Q3 | $22.5M | Buy |
85,700
+1,837
| +2% | +$482K | 0.18% | 114 |
|
|
2022
Q2 | $23.5M | Buy |
83,863
+2,779
| +3% | +$779K | 0.18% | 108 |
|
|
2022
Q1 | $24.4M | Sell |
81,084
-1,456
| -2% | -$439K | 0.17% | 116 |
|
|
2021
Q4 | $22.6M | Buy |
+82,540
| New | +$22.6M | 0.16% | 132 |
|
|
2021
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2021
Q1 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q4 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q3 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2020
Q1 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q4 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q3 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q2 | $20.5M | Hold |
81,499
| – | – | 0.16% | 131 |
|
|
2019
Q1 | $20.5M | Buy |
81,499
+71,248
| +695% | +$18M | 0.16% | 131 |
|
|
2018
Q4 | $2.23M | Buy |
10,251
+8,761
| +588% | +$1.91M | 0.06% | 272 |
|
|
2018
Q3 | $340K | Buy |
1,490
+1,478
| +12,317% | +$337K | 0.01% | 424 |
|
|
2018
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 1282 |
|
|
2018
Q1 | – | Sell |
-37
| Closed | -$8K | – | 1437 |
|
|
2017
Q4 | $8K | Buy |
37
+15
| +68% | +$3.24K | ﹤0.01% | 936 |
|
|
2017
Q3 | $5K | Buy |
22
+8
| +57% | +$1.82K | ﹤0.01% | 1071 |
|
|
2017
Q2 | $4K | Buy |
+14
| New | +$4K | ﹤0.01% | 908 |
|
|
2014
Q1 | – | Sell |
-105
| Closed | -$16K | – | 228 |
|
|
2013
Q4 | $16K | Hold |
105
| – | – | ﹤0.01% | 362 |
|
|
2013
Q3 | $15K | Buy |
+105
| New | +$15K | ﹤0.01% | 291 |
|