WBI Investments’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 | – | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.99M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $1.82M | Sell |
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|
2019
Q1 | $2.78M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $3.26M | Sell |
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|
2017
Q1 | $16.2M | Sell |
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|
2016
Q4 | $22.2M | Buy |
|