Chesley Taft & Associates’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 | $621K | Hold |
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|
2025
Q2 | $602K | Hold |
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|
2025
Q1 | $644K | Sell |
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|
2024
Q4 | $735K | Sell |
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|
2024
Q3 | $1.01M | Sell |
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|
2024
Q2 | $988K | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $888K | Buy |
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|
2023
Q3 | $510K | Buy |
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|
2023
Q2 | $361K | Buy |
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|
2023
Q1 | $362K | Sell |
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|
2022
Q4 | $340K | Hold |
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|
2022
Q3 | $269K | Hold |
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|
2022
Q2 | $287K | Sell |
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|
2022
Q1 | $316K | Hold |
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|
2021
Q4 | $299K | Hold |
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|
2021
Q3 | $273K | Buy |
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