Moisand Fitzgerald Tamayo’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$21.8K Hold
64
﹤0.01% 270
2025
Q1
$23.3K Hold
64
﹤0.01% 257
2024
Q4
$23.2K Hold
64
﹤0.01% 257
2024
Q3
$25.1K Hold
64
﹤0.01% 262
2024
Q2
$24.4K Hold
64
﹤0.01% 229
2024
Q1
$25.4K Hold
64
﹤0.01% 218
2023
Q4
$22.6K Hold
64
﹤0.01% 246
2023
Q3
$23.8K Hold
64
0.01% 242
2023
Q2
$21.9K Hold
64
﹤0.01% 242
2023
Q1
$22.9K Hold
64
﹤0.01% 245
2022
Q4
$21.2K Buy
64
+33
+106% +$10.9K ﹤0.01% 246
2022
Q3
$8K Buy
+31
New +$8K ﹤0.01% 302