Daymark Wealth Partners’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 | $769K | Buy |
2,263
+13
| +0.6% | +$4.42K | 0.03% | 294 |
|
|
2025
Q1 | $817K | Hold |
2,250
| – | – | 0.04% | 268 |
|
|
2024
Q4 | $816K | Hold |
2,250
| – | – | 0.03% | 262 |
|
|
2024
Q3 | $882K | Buy |
2,250
+200
| +10% | +$78.4K | 0.04% | 262 |
|
|
2024
Q2 | $781K | Hold |
2,050
| – | – | 0.04% | 274 |
|
|
2024
Q1 | $815K | Hold |
2,050
| – | – | 0.04% | 217 |
|
|
2023
Q4 | $725K | Hold |
2,050
| – | – | 0.04% | 219 |
|
|
2023
Q3 | $762K | Buy |
+2,050
| New | +$762K | 0.05% | 196 |
|