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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $7.69M | Buy |
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|
2025
Q2 | $2.95M | Buy |
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|
2025
Q1 | $1.66M | Sell |
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|
2024
Q4 | $1.7M | Buy |
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|
2024
Q3 | $1.63M | Buy |
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|
2024
Q2 | $871K | Sell |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $639K | Buy |
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|
2023
Q3 | $669K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $5.57M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $841K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $2.11M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $770K | Buy |
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|
2017
Q3 | $698K | Buy |
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