LWMI
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Legacy Wealth Management (Idaho)’s Everest Group EG Stock Holding History

Legacy Wealth Management (Idaho)’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.36K Hold
4
– – ﹤0.01% 556
2025
Q1 		$1.45K Hold
4
– – ﹤0.01% 582
2024
Q4 		$1.35K Hold
4
– – ﹤0.01% 551
2024
Q3 		$1.48K Buy
+4
New +$1.48K ﹤0.01% 506