Laird Norton Wetherby Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-542
| Closed | -$212K | – | 914 |
|
|
2024
Q3 | $212K | Sell |
542
-7
| -1% | -$2.67K | 0.01% | 849 |
|
|
2024
Q2 | $209K | Buy |
549
+6
| +1% | +$2.27K | 0.01% | 839 |
|
|
2024
Q1 | $216K | Sell |
543
-59
| -10% | -$22.1K | 0.01% | 861 |
|
|
2023
Q4 | $213K | Buy |
602
+11
| +2% | +$4.26K | 0.01% | 838 |
|
|
2023
Q3 | $220K | Sell |
591
-13
| -2% | -$4.72K | 0.01% | 793 |
|
|
2023
Q2 | $206K | Buy |
+604
| New | +$218K | 0.01% | 840 |
|
|
2020
Q1 | – | Sell |
-1,040
| Closed | -$288K | – | 704 |
|
|
2019
Q4 | $288K | Sell |
1,040
-22
| -2% | -$5.8K | 0.03% | 549 |
|
|
2019
Q3 | $283K | Hold |
1,062
| – | – | 0.03% | 565 |
|
|
2019
Q2 | $263K | Buy |
1,062
+35
| +3% | +$8.4K | 0.03% | 577 |
|
|
2019
Q1 | $222K | Sell |
1,027
-33
| -3% | -$7.18K | 0.03% | 591 |
|
|
2018
Q4 | $231K | Sell |
1,060
-99
| -9% | -$21.6K | 0.03% | 541 |
|
|
2018
Q3 | $265K | Sell |
1,159
-233
| -17% | -$52.1K | 0.03% | 537 |
|
|
2018
Q2 | $321K | Buy |
1,392
+175
| +14% | +$41.1K | 0.04% | 453 |
|
|
2018
Q1 | $313K | Sell |
1,217
-124
| -9% | -$29.8K | 0.04% | 465 |
|
|
2017
Q4 | $297K | Buy |
1,341
+90
| +7% | +$20.3K | 0.04% | 475 |
|
|
2017
Q3 | $286K | Sell |
1,251
-44
| -3% | -$11.1K | 0.04% | 472 |
|
|
2017
Q2 | $330K | Buy |
1,295
+25
| +2% | +$6.17K | 0.06% | 406 |
|
|
2017
Q1 | $297K | Sell |
1,270
-135
| -10% | -$30.8K | 0.05% | 431 |
|
|
2016
Q4 | $304K | Sell |
1,405
-54
| -4% | -$11.1K | 0.06% | 404 |
|
|
2016
Q3 | $277K | Buy |
1,459
+260
| +22% | +$48.9K | 0.06% | 405 |
|
|
2016
Q2 | $219K | Sell |
1,199
-164
| -12% | -$30.1K | 0.05% | 439 |
|
|
2016
Q1 | $269K | Sell |
1,363
-684
| -33% | -$126K | 0.06% | 363 |
|
|
2015
Q4 | $375K | Sell |
2,047
-242
| -11% | -$44K | 0.09% | 265 |
|
|
2015
Q3 | $397K | Buy |
2,289
+325
| +17% | +$58.8K | 0.1% | 244 |
|
|
2015
Q2 | $357K | Buy |
1,964
+301
| +18% | +$54.8K | 0.09% | 270 |
|
|
2015
Q1 | $289K | Buy |
1,663
+346
| +26% | +$60.8K | 0.07% | 326 |
|
|
2014
Q4 | $224K | Buy |
+1,317
| New | +$222K | 0.06% | 385 |
|
Other funds holding EG
VVP
CIP
