Principia Wealth Advisory’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
$680 Buy
2
+1
+100% +$340 ﹤0.01% 667
2025
Q1
$348 Buy
+1
New +$348 ﹤0.01% 659