HB 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 | $618K | Sell |
1,818
-435
| -19% | -$148K | ﹤0.01% | 658 |
|
|
2025
Q1 | $819K | Sell |
2,253
-7
| -0.3% | -$2.54K | 0.01% | 588 |
|
|
2024
Q4 | $819K | Buy |
2,260
+324
| +17% | +$117K | 0.01% | 461 |
|
|
2024
Q3 | $759K | Sell |
1,936
-123
| -6% | -$48.2K | 0.01% | 447 |
|
|
2024
Q2 | $785K | Buy |
+2,059
| New | +$785K | 0.01% | 419 |
|