Perigon 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 | $420K | Sell |
1,235
-819
| -40% | -$278K | 0.01% | 731 |
|
|
2025
Q1 | $746K | Buy |
2,054
+165
| +9% | +$59.9K | 0.02% | 519 |
|
|
2024
Q4 | $681K | Sell |
1,889
-15
| -0.8% | -$5.41K | 0.02% | 550 |
|
|
2024
Q3 | $746K | Buy |
1,904
+129
| +7% | +$50.6K | 0.02% | 503 |
|
|
2024
Q2 | $676K | Buy |
1,775
+165
| +10% | +$62.9K | 0.02% | 460 |
|
|
2024
Q1 | $640K | Buy |
+1,610
| New | +$640K | 0.02% | 478 |
|
|
2023
Q4 | – | Sell |
-637
| Closed | -$237K | – | 841 |
|
|
2023
Q3 | $237K | Buy |
+637
| New | +$237K | 0.01% | 676 |
|
|
2021
Q1 | – | Sell |
-268
| Closed | -$63K | – | 636 |
|
|
2020
Q4 | $63K | Buy |
+268
| New | +$63K | 0.01% | 665 |
|
|
2018
Q2 | – | Sell |
-105
| Closed | -$27K | – | 342 |
|
|
2018
Q1 | $27K | Hold |
105
| – | – | 0.01% | 390 |
|
|
2017
Q4 | $23K | Buy |
105
+55
| +110% | +$12K | 0.01% | 391 |
|
|
2017
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 500 |
|
|
2017
Q2 | $13K | Hold |
50
| – | – | ﹤0.01% | 478 |
|
|
2017
Q1 | $12K | Hold |
50
| – | – | ﹤0.01% | 511 |
|
|
2016
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 534 |
|
|
2016
Q3 | $9K | Buy |
+50
| New | +$9K | ﹤0.01% | 490 |
|