Waverly 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.69M | Sell |
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|
2025
Q1 | $10.4M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $391K | Hold |
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|
2017
Q3 | $404K | Sell |
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|
2017
Q2 | $554K | Hold |
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|
2017
Q1 | $509K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $94K | Buy |
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|
2015
Q2 | $69K | Sell |
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|
2015
Q1 | $76K | Hold |
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|
2014
Q4 | $74K | Hold |
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|
2014
Q3 | $70K | Buy |
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|
2014
Q2 | $65K | Sell |
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|
2014
Q1 | $70K | Buy |
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|
2013
Q4 | $67K | Hold |
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|
2013
Q3 | $62K | Buy |
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