Waverly Advisors’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 | $9.69M | Sell |
28,527
-107
| -0.4% | -$36.4K | 0.11% | 194 |
|
|
2025
Q1 | $10.4M | Buy |
+28,634
| New | +$10.4M | 0.13% | 176 |
|
|
2018
Q1 | – | Sell |
-1,768
| Closed | -$391K | – | 241 |
|
|
2017
Q4 | $391K | Hold |
1,768
| – | – | 0.06% | 166 |
|
|
2017
Q3 | $404K | Sell |
1,768
-407
| -19% | -$93K | 0.09% | 152 |
|
|
2017
Q2 | $554K | Hold |
2,175
| – | – | 0.14% | 126 |
|
|
2017
Q1 | $509K | Buy |
+2,175
| New | +$509K | 0.13% | 129 |
|
|
2015
Q4 | – | Sell |
-541
| Closed | -$94K | – | 201 |
|
|
2015
Q3 | $94K | Buy |
541
+160
| +42% | +$27.8K | 0.06% | 76 |
|
|
2015
Q2 | $69K | Sell |
381
-54
| -12% | -$9.78K | 0.04% | 100 |
|
|
2015
Q1 | $76K | Hold |
435
| – | – | 0.04% | 88 |
|
|
2014
Q4 | $74K | Hold |
435
| – | – | 0.04% | 92 |
|
|
2014
Q3 | $70K | Buy |
435
+28
| +7% | +$4.51K | 0.04% | 179 |
|
|
2014
Q2 | $65K | Sell |
407
-51
| -11% | -$8.15K | 0.03% | 201 |
|
|
2014
Q1 | $70K | Buy |
458
+31
| +7% | +$4.74K | 0.03% | 183 |
|
|
2013
Q4 | $67K | Hold |
427
| – | – | 0.02% | 290 |
|
|
2013
Q3 | $62K | Buy |
+427
| New | +$62K | 0.03% | 215 |
|