Wealthfront Advisers’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 | $485K | Sell |
1,426
-436
| -23% | -$148K | ﹤0.01% | 805 |
|
|
2025
Q1 | $677K | Sell |
1,862
-1,795
| -49% | -$652K | ﹤0.01% | 727 |
|
|
2024
Q4 | $1.33M | Sell |
3,657
-458
| -11% | -$166K | ﹤0.01% | 611 |
|
|
2024
Q3 | $1.61M | Sell |
4,115
-1,345
| -25% | -$527K | 0.01% | 544 |
|
|
2024
Q2 | $2.08M | Buy |
5,460
+1,456
| +36% | +$555K | 0.01% | 474 |
|
|
2024
Q1 | $1.59M | Sell |
4,004
-131
| -3% | -$52.1K | 0.01% | 529 |
|
|
2023
Q4 | $1.46M | Sell |
4,135
-496
| -11% | -$175K | 0.01% | 525 |
|
|
2023
Q3 | $1.72M | Sell |
4,631
-902
| -16% | -$335K | 0.01% | 451 |
|
|
2023
Q2 | $1.89M | Buy |
5,533
+947
| +21% | +$324K | 0.01% | 426 |
|
|
2023
Q1 | $1.64M | Sell |
4,586
-773
| -14% | -$277K | 0.01% | 449 |
|
|
2022
Q4 | $1.78M | Buy |
+5,359
| New | +$1.78M | 0.01% | 432 |
|
|
2022
Q3 | – | Sell |
-879
| Closed | -$246K | – | 768 |
|
|
2022
Q2 | $246K | Buy |
879
+155
| +21% | +$43.4K | ﹤0.01% | 724 |
|
|
2022
Q1 | $218K | Buy |
+724
| New | +$218K | ﹤0.01% | 753 |
|
|
2020
Q1 | – | Sell |
-785
| Closed | -$217K | – | 452 |
|
|
2019
Q4 | $217K | Buy |
+785
| New | +$217K | ﹤0.01% | 482 |
|