Heron Bay Capital Management’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
2025
Q2
$622K Sell
2025
Q1
$667K Buy
2024
Q4
$481K Buy
2024
Q3
$516K Buy
2024
Q2
$492K Buy