Verdence Capital Advisors’s Everest Group EG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$616K Sell
2025
Q3
$636K Buy
2025
Q2
$628K Buy
2025
Q1
$572K Buy
2024
Q4
$388K Buy
2024
Q3
$389K Buy
2019
Q4
Sell
2019
Q3
$1.8M Sell
2019
Q2
$1.72M Sell
2019
Q1
$1.96M Sell
2018
Q4
$2.27M Sell
2018
Q3
$2.41M Buy
2018
Q2
$2.21M Buy