LA
Lifeworks Advisors’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $808K | Sell |
2,377
-1,744
| -42% | -$593K | 0.12% | 151 |
|
|
2025
Q1 | $1.5M | Sell |
4,121
-12,838
| -76% | -$4.66M | 0.25% | 96 |
|
|
2024
Q4 | $6.15M | Buy |
16,959
+4,694
| +38% | +$1.7M | 1.11% | 22 |
|
|
2024
Q3 | $4.81M | Buy |
12,265
+11,634
| +1,844% | +$4.56M | 0.94% | 30 |
|
|
2024
Q2 | $241K | Buy |
+631
| New | +$241K | 0.07% | 201 |
|