CIBC Private Wealth Group’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $880K | Buy |
2,588
+24
| +0.9% | +$8.16K | ﹤0.01% | 690 |
|
|
2025
Q1 | $851K | Buy |
2,564
+81
| +3% | +$26.9K | ﹤0.01% | 677 |
|
|
2024
Q4 | $915K | Sell |
2,483
-135
| -5% | -$49.7K | ﹤0.01% | 711 |
|
|
2024
Q3 | $1.03M | Buy |
2,618
+200
| +8% | +$78.4K | ﹤0.01% | 685 |
|
|
2024
Q2 | $902K | Sell |
2,418
-2
| -0.1% | -$746 | ﹤0.01% | 681 |
|
|
2024
Q1 | $963K | Sell |
2,420
-11
| -0.5% | -$4.38K | ﹤0.01% | 680 |
|
|
2023
Q4 | $860K | Buy |
2,431
+65
| +3% | +$23K | ﹤0.01% | 664 |
|
|
2023
Q3 | $879K | Buy |
+2,366
| New | +$879K | ﹤0.01% | 634 |
|
|
2022
Q3 | – | Sell |
-564
| Closed | -$158K | – | 983 |
|
|
2022
Q2 | $158K | Sell |
564
-30
| -5% | -$8.4K | ﹤0.01% | 899 |
|
|
2022
Q1 | $179K | Buy |
+594
| New | +$179K | ﹤0.01% | 962 |
|
|
2020
Q4 | – | Sell |
-4,151
| Closed | -$855K | – | 984 |
|
|
2020
Q3 | $855K | Buy |
+4,151
| New | +$855K | ﹤0.01% | 587 |
|
|
2020
Q2 | – | Sell |
-4,651
| Closed | -$895K | – | 652 |
|
|
2020
Q1 | $895K | Buy |
+4,651
| New | +$895K | ﹤0.01% | 524 |
|
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$228K | – | 1940 |
|
|
2017
Q3 | $228K | Buy |
+1,000
| New | +$228K | ﹤0.01% | 884 |
|