Hemington 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
$12K Buy
38
+4
+12% +$1.26K ﹤0.01% 784
2025
Q1
$12K Buy
34
+12
+55% +$4.24K ﹤0.01% 747
2024
Q4
$7K Buy
22
+2
+10% +$636 ﹤0.01% 887
2024
Q3
$7K Buy
+20
New +$7K ﹤0.01% 812