Heritage Wealth Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $27.1K | Hold |
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|
2025
Q3 | $28K | Hold |
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|
2025
Q2 | $27.2K | Hold |
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|
2025
Q1 | $29.1K | Hold |
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|
2024
Q4 | $29K | Hold |
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|
2024
Q3 | $31.3K | Hold |
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|
2024
Q2 | $30.5K | Hold |
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|
2024
Q1 | $31.8K | Hold |
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|
2023
Q4 | $28.3K | Hold |
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|
2023
Q3 | $29.7K | Hold |
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|
2023
Q2 | $27.3K | Hold |
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|
2023
Q1 | $28.6K | Hold |
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|
2022
Q4 | $26.5K | Hold |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $36K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $123K | Sell |
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|
2020
Q4 | $157K | Buy |
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