Private Wealth Management Group’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 | $3.06K | Sell |
9
-14
| -61% | -$4.76K | ﹤0.01% | 949 |
|
|
2025
Q1 | $8.36K | Sell |
23
-4
| -15% | -$1.45K | ﹤0.01% | 531 |
|
|
2024
Q4 | $9.79K | Sell |
27
-5
| -16% | -$1.81K | ﹤0.01% | 479 |
|
|
2024
Q3 | $12.5K | Sell |
32
-1
| -3% | -$392 | 0.01% | 390 |
|
|
2024
Q2 | $12.6K | Buy |
33
+24
| +267% | +$9.15K | 0.01% | 387 |
|
|
2024
Q1 | $3.58K | Sell |
9
-5
| -36% | -$1.99K | ﹤0.01% | 744 |
|
|
2023
Q4 | $4.95K | Buy |
+14
| New | +$4.95K | ﹤0.01% | 632 |
|