Measured Wealth Private Client Group’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $13.1K | Hold |
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|
2025
Q4 | $13.6K | Sell |
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|
2025
Q3 | $57.1K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $435K | Buy |
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|
2023
Q1 | $245K | Sell |
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|
2022
Q4 | $298K | Sell |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $528K | Buy |
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|
2022
Q1 | $295K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $11K | Buy |
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