Private Wealth Management Group’s Everest Group EG Stock Holding History

Private Wealth Management Group’s Portfolio EG Stock Details EG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$8.76K	Buy
2025 Q2	$3.06K	Sell
2025 Q1	$8.36K	Sell
2024 Q4	$9.79K	Sell
2024 Q3	$12.5K	Sell
2024 Q2	$12.6K	Buy
2024 Q1	$3.58K	Sell
2023 Q4	$4.95K	Buy