Peloton Wealth Strategists’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	–	Sell	-1,663	Closed	-$604K	–	91
2025 Q1	$604K	Buy	1,663 +183	+12%	+$66.5K	0.25%	74
2024 Q4	$536K	Buy	1,480 +420	+40%	+$152K	0.22%	75
2024 Q3	$415K	Buy	1,060 +345	+48%	+$135K	0.16%	81
2024 Q2	$272K	Buy	+715	New	+$272K	0.11%	88