JP Morgan Private 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $686K | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $1.25M | Sell |
|
|||||
|
2022
Q4 | $1.2M | Sell |
|
|||||
|
2022
Q3 | $4.02M | Buy |
|
|||||
|
2022
Q2 | $4.26M | Sell |
|
|||||
|
2022
Q1 | $4.7M | Sell |
|
|||||
|
2021
Q4 | $4.35M | Sell |
|
|||||
|
2021
Q3 | $4.03M | Buy |
|
|||||
|
2021
Q2 | $1.13M | Buy |
|
|||||
|
2021
Q1 | $1.01M | Buy |
|
|||||
|
2020
Q4 | $281K | Sell |
|
|||||
|
2020
Q3 | $247K | Sell |
|
|||||
|
2020
Q2 | $270K | Sell |
|
|||||
|
2020
Q1 | $460K | Sell |
|
|||||
|
2019
Q4 | $781K | Buy |
|
|||||
|
2019
Q3 | $533K | Buy |
|
|||||
|
2018
Q4 | – | Sell |
|
|||||
|
2018
Q3 | $2.8M | Sell |
|
|||||
|
2018
Q2 | $2.96M | Sell |
|
|||||
|
2018
Q1 | $3.3M | Sell |
|
|||||
|
2017
Q4 | $2.85M | Sell |
|
|||||
|
2017
Q3 | $2.96M | Sell |
|
|||||
|
2017
Q2 | $3.32M | Sell |
|
|||||
|
2017
Q1 | $3.09M | Sell |
|
|||||
|
2016
Q4 | $2.89M | Sell |
|
|||||
|
2016
Q3 | $2.63M | Sell |
|
|||||
|
2016
Q2 | $2.57M | Buy |
|
|||||
|
2016
Q1 | $747K | Buy |
|
|||||
|
2015
Q4 | $526K | Buy |
|
|||||
|
2015
Q3 | $492K | Sell |
|
|||||
|
2015
Q2 | $536K | Buy |
|
|||||
|
2015
Q1 | $500K | Buy |
|
|||||
|
2014
Q4 | $478K | Sell |
|
|||||
|
2014
Q3 | $539K | Buy |
|
|||||
|
2014
Q2 | $329K | Buy |
|