Pathstone Holdings’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 | $15.6M | Buy |
45,780
+1,969
| +4% | +$669K | 0.06% | 211 |
|
|
2025
Q1 | $15.9M | Sell |
43,811
-851
| -2% | -$309K | 0.07% | 216 |
|
|
2024
Q4 | $16.2M | Sell |
44,662
-216
| -0.5% | -$78.3K | 0.07% | 189 |
|
|
2024
Q3 | $17.6M | Buy |
44,878
+2,423
| +6% | +$949K | 0.08% | 189 |
|
|
2024
Q2 | $16.2M | Sell |
42,455
-744
| -2% | -$283K | 0.07% | 194 |
|
|
2024
Q1 | $17.2M | Buy |
43,199
+3,023
| +8% | +$1.2M | 0.08% | 174 |
|
|
2023
Q4 | $14.2M | Buy |
+40,176
| New | +$14.2M | 0.08% | 195 |
|