Wealth Enhancement Advisory Services’s Everest Group EG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$3.99M	Buy	14,483 +2,102	+17%	+$692K	0.01%	1014
2025 Q4	$4.08M	Sell	12,381 -8,695	-41%	-$2.87M	0.01%	1118
2025 Q3	$7.69M	Buy	21,076 +12,343	+141%	+$4.17M	0.01%	755
2025 Q2	$2.95M	Buy	8,733 +4,178	+92%	+$1.44M	﹤0.01%	1158
2025 Q1	$1.66M	Sell	4,555 -125	-3%	-$44.2K	﹤0.01%	1348
2024 Q4	$1.7M	Buy	4,680 +517	+12%	+$194K	﹤0.01%	1258
2024 Q3	$1.63M	Buy	4,163 +1,877	+82%	+$715K	﹤0.01%	1155
2024 Q2	$871K	Sell	2,286 -2,486	-52%	-$940K	﹤0.01%	1345
2024 Q1	$1.9M	Buy	4,772 +2,964	+164%	+$1.11M	﹤0.01%	963
2023 Q4	$639K	Buy	1,808 +7	+0.4%	+$2.71K	﹤0.01%	1369
2023 Q3	$669K	Buy	+1,801	New	+$654K	﹤0.01%	1273
2022 Q3	–	Sell	-19,823	Closed	-$5.57M	–	340
2022 Q2	$5.57M	Buy	+19,823	New	+$5.6M	0.08%	120
2020 Q2	–	Sell	-4,684	Closed	-$841K	–	224
2020 Q1	$841K	Buy	+4,684	New	+$1.2M	0.03%	171
2019 Q2	–	Sell	-9,188	Closed	-$2.11M	–	220
2019 Q1	$2.11M	Buy	+9,188	New	+$2M	0.12%	79
2018 Q1	–	Sell	-3,436	Closed	-$770K	–	154
2017 Q4	$770K	Buy	3,436 +335	+11%	+$75.5K	0.05%	121
2017 Q3	$698K	Buy	+3,101	New	+$782K	0.06%	135