Montag & Associates’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 | $37.4K | Hold |
110
| – | – | ﹤0.01% | 616 |
|
|
2025
Q1 | $40K | Hold |
110
| – | – | ﹤0.01% | 649 |
|
|
2024
Q4 | $39.9K | Hold |
110
| – | – | ﹤0.01% | 642 |
|
|
2024
Q3 | $43.1K | Hold |
110
| – | – | ﹤0.01% | 639 |
|
|
2024
Q2 | $41.9K | Hold |
110
| – | – | ﹤0.01% | 617 |
|
|
2024
Q1 | $43.7K | Hold |
110
| – | – | ﹤0.01% | 615 |
|
|
2023
Q4 | $38.9K | Buy |
+110
| New | +$38.9K | ﹤0.01% | 615 |
|