Wealthstar Advisors’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 | $496K | Buy |
1,458
+226
| +18% | +$76.8K | 0.19% | 98 |
|
|
2025
Q1 | $448K | Buy |
1,232
+260
| +27% | +$94.5K | 0.2% | 98 |
|
|
2024
Q4 | $352K | Buy |
+972
| New | +$352K | 0.15% | 107 |
|
|
2024
Q2 | – | Sell |
-913
| Closed | -$363K | – | 56 |
|
|
2024
Q1 | $363K | Buy |
913
+82
| +10% | +$32.6K | 0.13% | 99 |
|
|
2023
Q4 | $294K | Sell |
831
-336
| -29% | -$119K | 0.05% | 106 |
|
|
2023
Q3 | $434K | Buy |
+1,167
| New | +$434K | 0.17% | 64 |
|