Venturi 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
Q1 | – | Sell |
-28
| Closed | -$10.2K | – | 923 |
|
|
2024
Q4 | $10.2K | Sell |
28
-50
| -64% | -$18.1K | ﹤0.01% | 1428 |
|
|
2024
Q3 | $30.6K | Sell |
78
-8
| -9% | -$3.14K | ﹤0.01% | 903 |
|
|
2024
Q2 | $32.8K | Buy |
86
+74
| +617% | +$28.2K | ﹤0.01% | 798 |
|
|
2024
Q1 | $4.77K | Sell |
12
-5
| -29% | -$1.99K | ﹤0.01% | 1102 |
|
|
2023
Q4 | $6.01K | Buy |
+17
| New | +$6.01K | ﹤0.01% | 990 |
|
|
2023
Q2 | – | Sell |
-4
| Closed | -$1.43K | – | 1178 |
|
|
2023
Q1 | $1.43K | Buy |
+4
| New | +$1.43K | ﹤0.01% | 1061 |
|