Waterway 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 Q2	–	Sell	-2,047	Closed	-$744K	–	86
2025 Q1	$744K	Buy	2,047 +985	+93%	+$358K	0.31%	36
2024 Q4	$385K	Buy	1,062 +310	+41%	+$112K	0.17%	56
2024 Q3	$295K	Buy	+752	New	+$295K	0.13%	60