LWAM
Legacy Wealth Asset Management’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $507K | Buy |
1,493
+42
| +3% | +$14.3K | 0.13% | 249 |
|
|
2025
Q1 | $527K | Buy |
1,451
+1
| +0.1% | +$363 | 0.15% | 230 |
|
|
2024
Q4 | $526K | Sell |
1,450
-10
| -0.7% | -$3.63K | 0.14% | 230 |
|
|
2024
Q3 | $572K | Buy |
1,460
+50
| +4% | +$19.6K | 0.15% | 219 |
|
|
2024
Q2 | $537K | Buy |
1,410
+13
| +0.9% | +$4.95K | 0.15% | 213 |
|
|
2024
Q1 | $555K | Buy |
1,397
+67
| +5% | +$26.6K | 0.15% | 211 |
|
|
2023
Q4 | $470K | Sell |
1,330
-9
| -0.7% | -$3.18K | 0.15% | 234 |
|
|
2023
Q3 | $498K | Buy |
1,339
+43
| +3% | +$16K | 0.18% | 196 |
|
|
2023
Q2 | $443K | Buy |
1,296
+4
| +0.3% | +$1.37K | 0.15% | 226 |
|
|
2023
Q1 | $463K | Buy |
1,292
+20
| +2% | +$7.16K | 0.17% | 208 |
|
|
2022
Q4 | $421K | Buy |
+1,272
| New | +$421K | 0.16% | 231 |
|