Mount Yale Investment Advisors’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.1M | Sell |
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|
2025
Q1 | $4.42M | Sell |
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|
2024
Q4 | $4.49M | Buy |
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|
2024
Q3 | $4.63M | Sell |
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|
2024
Q2 | $5.18M | Sell |
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|
2024
Q1 | $6.22M | Sell |
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|
2023
Q4 | $5.7M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $202K | Sell |
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|
2022
Q3 | $254K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $254K | Sell |
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|
2021
Q1 | $270K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $218K | Buy |
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|
2020
Q2 | $214K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $124K | Sell |
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|
2018
Q2 | $460K | Sell |
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|
2018
Q1 | $520K | Buy |
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