Everhart Financial Group’s Nasdaq NDAQ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $757K | Buy |
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|
2025
Q2 | $669K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $485K | Buy |
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|
2024
Q3 | $441K | Buy |
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|
2024
Q2 | $298K | Buy |
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|
2024
Q1 | $225K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Buy |
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|
2023
Q1 | $224K | Sell |
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|
2022
Q4 | $303K | Buy |
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|
2022
Q3 | $274K | Sell |
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|
2022
Q2 | $288K | Buy |
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