Johnson Financial Group Inc (Wisconsin)’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	$1.96K	Hold	6	–	–	﹤0.01%	789
2025 Q4	$2.04K	Sell	6 -3	-33%	-$991	﹤0.01%	811
2025 Q3	$3.15K	Buy	+9	New	+$3.04K	﹤0.01%	885
2019 Q4	–	Sell	-1,250	Closed	-$333K	–	535
2019 Q3	$333K	Sell	1,250 -157	-11%	-$39.6K	0.03%	194
2019 Q2	$348K	Sell	1,407 -4,914	-78%	-$1.18M	0.03%	193
2019 Q1	$1.36M	Buy	6,321 +347	+6%	+$75.5K	0.12%	103
2018 Q4	$1.3M	Sell	5,974 -1,342	-18%	-$292K	0.13%	105
2018 Q3	$1.67M	Buy	7,316 +44	+0.6%	+$9.85K	0.17%	95
2018 Q2	$1.68M	Buy	7,272 +754	+12%	+$177K	0.18%	89
2018 Q1	$1.67M	Buy	6,518 +1,154	+22%	+$277K	0.2%	90
2017 Q4	$1.19M	Sell	5,364 -723	-12%	-$163K	0.15%	112
2017 Q3	$1.39M	Sell	6,087 -556	-8%	-$140K	0.18%	94
2017 Q2	$1.69M	Buy	6,643 +795	+14%	+$196K	0.24%	84
2017 Q1	$1.37M	Sell	5,848 -213	-4%	-$48.6K	0.17%	123
2016 Q4	$1.31M	Sell	6,061 -202	-3%	-$41.6K	0.18%	123
2016 Q3	$1.19M	Sell	6,263 -402	-6%	-$75.6K	0.16%	127
2016 Q2	$1.22M	Buy	6,665 +1,387	+26%	+$255K	0.17%	121
2016 Q1	$1.04M	Sell	5,278 -344	-6%	-$63.6K	0.21%	108
2015 Q4	$1.03M	Sell	5,622 -9	-0.2%	-$1.64K	0.21%	105
2015 Q3	$976K	Sell	5,631 -933	-14%	-$169K	0.21%	110
2015 Q2	$1.2M	Buy	6,564 +630	+11%	+$115K	0.25%	98
2015 Q1	$1.03M	Buy	5,934 +5,139	+646%	+$903K	0.22%	102
2014 Q4	$135K	Buy	795 +70	+10%	+$11.8K	0.03%	310
2014 Q3	$118K	Sell	725 -105	-13%	-$17K	0.03%	298
2014 Q2	$133K	Buy	830 +505	+155%	+$79.9K	0.04%	293
2014 Q1	$50K	Sell	325 -45	-12%	-$6.65K	0.01%	379
2013 Q4	$58K	Sell	370 -355	-49%	-$54.2K	0.02%	347
2013 Q3	$105K	Hold	725	–	–	0.03%	295
2013 Q2	$93K	Buy	+725	New	+$93.8K	0.03%	334