Integrated Wealth Concepts’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 | $4.04M | Buy |
11,898
+2,311
| +24% | +$785K | 0.04% | 386 |
|
|
2025
Q1 | $3.48M | Buy |
9,587
+7,960
| +489% | +$2.89M | 0.04% | 411 |
|
|
2024
Q4 | $590K | Sell |
1,627
-210
| -11% | -$76.1K | 0.01% | 1054 |
|
|
2024
Q3 | $720K | Buy |
1,837
+900
| +96% | +$353K | 0.01% | 935 |
|
|
2024
Q2 | $357K | Buy |
937
+238
| +34% | +$90.7K | ﹤0.01% | 1220 |
|
|
2024
Q1 | $278K | Sell |
699
-515
| -42% | -$205K | ﹤0.01% | 1356 |
|
|
2023
Q4 | $429K | Buy |
+1,214
| New | +$429K | 0.01% | 1067 |
|