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EP Wealth Advisors’s Everest Group EG Stock Holding History

EP Wealth Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-728
Closed -$264K – 1311
2024
Q4 		$264K Sell
728
-43
-6% -$15.6K ﹤0.01% 930
2024
Q3 		$302K Buy
+771
New +$302K ﹤0.01% 858