Darwin 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
Q2 | $182K | Sell |
535
-18
| -3% | -$6.12K | 0.06% | 131 |
|
|
2025
Q1 | $201K | Hold |
553
| – | – | 0.07% | 131 |
|
|
2024
Q4 | $201K | Buy |
553
+4
| +0.7% | +$1.45K | 0.07% | 131 |
|
|
2024
Q3 | $215K | Sell |
549
-24
| -4% | -$9.41K | 0.06% | 136 |
|
|
2024
Q2 | $218K | Buy |
573
+66
| +13% | +$25.2K | 0.11% | 74 |
|
|
2024
Q1 | $201K | Sell |
507
-139
| -22% | -$55.2K | 0.06% | 137 |
|
|
2023
Q4 | $228K | Sell |
646
-58
| -8% | -$20.5K | 0.06% | 136 |
|
|
2023
Q3 | $262K | Buy |
704
+27
| +4% | +$10K | 0.07% | 124 |
|
|
2023
Q2 | $238K | Buy |
+677
| New | +$238K | 0.06% | 131 |
|