GHP Investment Advisors’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 | $13.9K | Hold |
41
| – | – | ﹤0.01% | 680 |
|
|
2025
Q1 | $14.9K | Hold |
41
| – | – | ﹤0.01% | 638 |
|
|
2024
Q4 | $14.9K | Hold |
41
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $16.1K | Buy |
+41
| New | +$16.1K | ﹤0.01% | 656 |
|
|
2023
Q4 | – | Sell |
-41
| Closed | -$16.3K | – | 872 |
|
|
2023
Q3 | $16.3K | Hold |
41
| – | – | ﹤0.01% | 627 |
|
|
2023
Q2 | $14.6K | Hold |
41
| – | – | ﹤0.01% | 631 |
|
|
2023
Q1 | $14.7K | Hold |
41
| – | – | ﹤0.01% | 628 |
|
|
2022
Q4 | $13.6K | Hold |
41
| – | – | ﹤0.01% | 638 |
|
|
2022
Q3 | $11K | Buy |
41
+17
| +71% | +$4.56K | ﹤0.01% | 654 |
|
|
2022
Q2 | $7K | Buy |
24
+14
| +140% | +$4.08K | ﹤0.01% | 749 |
|
|
2022
Q1 | $3K | Buy |
+10
| New | +$3K | ﹤0.01% | 854 |
|