Vontobel Holding’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 | $401K | Sell |
1,180
-601
| -34% | -$204K | ﹤0.01% | 847 |
|
|
2025
Q1 | $647K | Buy |
1,781
+36
| +2% | +$13.1K | ﹤0.01% | 707 |
|
|
2024
Q4 | $632K | Sell |
1,745
-50
| -3% | -$18.1K | ﹤0.01% | 725 |
|
|
2024
Q3 | $703K | Sell |
1,795
-127
| -7% | -$49.8K | ﹤0.01% | 683 |
|
|
2024
Q2 | $732K | Hold |
1,922
| – | – | ﹤0.01% | 663 |
|
|
2024
Q1 | $764K | Buy |
1,922
+57
| +3% | +$22.7K | 0.01% | 660 |
|
|
2023
Q4 | $659K | Sell |
1,865
-247
| -12% | -$87.3K | 0.01% | 711 |
|
|
2023
Q3 | $785K | Hold |
2,112
| – | – | 0.01% | 637 |
|
|
2023
Q2 | $722K | Buy |
2,112
+400
| +23% | +$137K | 0.01% | 695 |
|
|
2023
Q1 | $613K | Hold |
1,712
| – | – | 0.01% | 728 |
|
|
2022
Q4 | $572K | Buy |
+1,712
| New | +$572K | 0.01% | 720 |
|
|
2022
Q2 | – | Sell |
-809
| Closed | -$247K | – | 1052 |
|
|
2022
Q1 | $247K | Sell |
809
-13
| -2% | -$3.97K | ﹤0.01% | 954 |
|
|
2021
Q4 | $225K | Hold |
822
| – | – | ﹤0.01% | 977 |
|
|
2021
Q3 | $206K | Buy |
+822
| New | +$206K | ﹤0.01% | 1030 |
|