Perigon Wealth Management’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
Q3 | $615K | Buy |
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|
2025
Q2 | $420K | Sell |
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|
2025
Q1 | $746K | Buy |
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|
2024
Q4 | $681K | Sell |
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|
2024
Q3 | $746K | Buy |
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|
2024
Q2 | $676K | Buy |
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|
2024
Q1 | $640K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $237K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $63K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $27K | Hold |
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|
2017
Q4 | $23K | Buy |
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|
2017
Q3 | $11K | Hold |
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|
2017
Q2 | $13K | Hold |
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|
2017
Q1 | $12K | Hold |
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|
2016
Q4 | $12K | Hold |
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|
2016
Q3 | $9K | Buy |
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