Northwestern Mutual Wealth Management’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 | $2.08M | Sell |
6,133
-538
| -8% | -$183K | ﹤0.01% | 930 |
|
|
2025
Q1 | $2.42M | Sell |
6,671
-830
| -11% | -$302K | ﹤0.01% | 856 |
|
|
2024
Q4 | $2.72M | Buy |
7,501
+6,208
| +480% | +$2.25M | ﹤0.01% | 773 |
|
|
2024
Q3 | $507K | Buy |
1,293
+613
| +90% | +$240K | ﹤0.01% | 1296 |
|
|
2024
Q2 | $259K | Sell |
680
-108
| -14% | -$41.2K | ﹤0.01% | 1474 |
|
|
2024
Q1 | $313K | Buy |
788
+90
| +13% | +$35.8K | ﹤0.01% | 1390 |
|
|
2023
Q4 | $247K | Buy |
698
+74
| +12% | +$26.2K | ﹤0.01% | 1435 |
|
|
2023
Q3 | $232K | Sell |
624
-53
| -8% | -$19.7K | ﹤0.01% | 1409 |
|
|
2023
Q2 | $231K | Buy |
677
+115
| +20% | +$39.3K | ﹤0.01% | 1408 |
|
|
2023
Q1 | $201K | Buy |
562
+7
| +1% | +$2.51K | ﹤0.01% | 1440 |
|
|
2022
Q4 | $184K | Sell |
555
-99
| -15% | -$32.8K | ﹤0.01% | 1445 |
|
|
2022
Q3 | $172K | Buy |
654
+9
| +1% | +$2.37K | ﹤0.01% | 1442 |
|
|
2022
Q2 | $181K | Sell |
645
-2,138
| -77% | -$600K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $839K | Buy |
2,783
+2,547
| +1,079% | +$768K | ﹤0.01% | 910 |
|
|
2021
Q4 | $64K | Buy |
236
+37
| +19% | +$10K | ﹤0.01% | 1883 |
|
|
2021
Q3 | $51K | Sell |
199
-138
| -41% | -$35.4K | ﹤0.01% | 1897 |
|
|
2021
Q2 | $86K | Buy |
337
+248
| +279% | +$63.3K | ﹤0.01% | 1657 |
|
|
2021
Q1 | $22K | Buy |
89
+67
| +305% | +$16.6K | ﹤0.01% | 2015 |
|
|
2020
Q4 | $5K | Hold |
22
| – | – | ﹤0.01% | 2365 |
|
|
2020
Q3 | $4K | Sell |
22
-26
| -54% | -$4.73K | ﹤0.01% | 2216 |
|
|
2020
Q2 | $10K | Sell |
48
-70
| -59% | -$14.6K | ﹤0.01% | 1895 |
|
|
2020
Q1 | $22K | Buy |
118
+60
| +103% | +$11.2K | ﹤0.01% | 1666 |
|
|
2019
Q4 | $16K | Sell |
58
-14
| -19% | -$3.86K | ﹤0.01% | 1800 |
|
|
2019
Q3 | $19K | Buy |
+72
| New | +$19K | ﹤0.01% | 1744 |
|
|
2019
Q2 | – | Sell |
-218
| Closed | -$47K | – | 2546 |
|
|
2019
Q1 | $47K | Buy |
218
+161
| +282% | +$34.7K | ﹤0.01% | 1367 |
|
|
2018
Q4 | $12K | Hold |
57
| – | – | ﹤0.01% | 1763 |
|
|
2018
Q3 | $13K | Sell |
57
-1
| -2% | -$228 | ﹤0.01% | 1829 |
|
|
2018
Q2 | $13K | Buy |
58
+4
| +7% | +$897 | ﹤0.01% | 1744 |
|
|
2018
Q1 | $14K | Buy |
54
+47
| +671% | +$12.2K | ﹤0.01% | 1640 |
|
|
2017
Q4 | $2K | Buy |
7
+5
| +250% | +$1.43K | ﹤0.01% | 2081 |
|
|
2017
Q3 | $0 | Buy |
+2
| New | – | ﹤0.01% | 2171 |
|
|
2017
Q1 | – | Sell |
-53
| Closed | -$11K | – | 2101 |
|
|
2016
Q4 | $11K | Buy |
+53
| New | +$11K | ﹤0.01% | 1572 |
|
|
2016
Q3 | – | Sell |
-9
| Closed | -$2K | – | 543 |
|
|
2016
Q2 | $2K | Sell |
9
-40
| -82% | -$8.89K | ﹤0.01% | 1829 |
|
|
2016
Q1 | $10K | Buy |
+49
| New | +$10K | ﹤0.01% | 1435 |
|
|
2015
Q2 | – | Sell |
-80
| Closed | -$14K | – | 1448 |
|
|
2015
Q1 | $14K | Buy |
80
+14
| +21% | +$2.45K | ﹤0.01% | 952 |
|
|
2014
Q4 | $11K | Buy |
+66
| New | +$11K | ﹤0.01% | 1036 |
|
|
2014
Q1 | – | Sell |
-30
| Closed | -$5K | – | 1306 |
|
|
2013
Q4 | $5K | Sell |
30
-416
| -93% | -$69.3K | ﹤0.01% | 1052 |
|
|
2013
Q3 | $65K | Buy |
+446
| New | +$65K | ﹤0.01% | 532 |
|