Pathstone Family Office’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
$13.5M Buy
2023
Q2
$10.7M Buy
2023
Q1
Sell
2022
Q4
$1.12M Buy
2022
Q3
$696K Buy
2019
Q2
Sell
2019
Q1
$4K Hold
2018
Q4
$4K Buy