Wealth Enhancement Advisory Services’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 | $2.95M | Buy |
8,733
+4,178
| +92% | +$1.41M | ﹤0.01% | 1156 |
|
|
2025
Q1 | $1.66M | Sell |
4,555
-125
| -3% | -$45.4K | ﹤0.01% | 1345 |
|
|
2024
Q4 | $1.7M | Buy |
4,680
+517
| +12% | +$187K | ﹤0.01% | 1252 |
|
|
2024
Q3 | $1.63M | Buy |
4,163
+1,877
| +82% | +$735K | ﹤0.01% | 1153 |
|
|
2024
Q2 | $871K | Sell |
2,286
-2,486
| -52% | -$947K | ﹤0.01% | 1344 |
|
|
2024
Q1 | $1.9M | Buy |
4,772
+2,964
| +164% | +$1.18M | ﹤0.01% | 963 |
|
|
2023
Q4 | $639K | Buy |
1,808
+7
| +0.4% | +$2.48K | ﹤0.01% | 1367 |
|
|
2023
Q3 | $669K | Buy |
+1,801
| New | +$669K | ﹤0.01% | 1272 |
|
|
2022
Q3 | – | Sell |
-19,823
| Closed | -$5.57M | – | 340 |
|
|
2022
Q2 | $5.57M | Buy |
+19,823
| New | +$5.57M | 0.08% | 120 |
|
|
2020
Q2 | – | Sell |
-4,684
| Closed | -$841K | – | 223 |
|
|
2020
Q1 | $841K | Buy |
+4,684
| New | +$841K | 0.03% | 171 |
|
|
2019
Q2 | – | Sell |
-9,188
| Closed | -$2.11M | – | 220 |
|
|
2019
Q1 | $2.11M | Buy |
+9,188
| New | +$2.11M | 0.12% | 79 |
|
|
2018
Q1 | – | Sell |
-3,436
| Closed | -$770K | – | 154 |
|
|
2017
Q4 | $770K | Buy |
3,436
+335
| +11% | +$75.1K | 0.05% | 121 |
|
|
2017
Q3 | $698K | Buy |
+3,101
| New | +$698K | 0.06% | 135 |
|