Wedmont Private Capital’s Everest Group EG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-734
| Closed | -$259K | – | 725 |
|
|
2024
Q4 | $259K | Buy |
734
+96
| +15% | +$33.9K | 0.01% | 580 |
|
|
2024
Q3 | $238K | Buy |
638
+29
| +5% | +$10.8K | 0.01% | 577 |
|
|
2024
Q2 | $232K | Sell |
609
-5
| -0.8% | -$1.91K | 0.01% | 571 |
|
|
2024
Q1 | $228K | Sell |
614
-1
| -0.2% | -$372 | 0.02% | 531 |
|
|
2023
Q4 | $229K | Buy |
615
+44
| +8% | +$16.4K | 0.02% | 494 |
|
|
2023
Q3 | $223K | Sell |
571
-25
| -4% | -$9.75K | 0.02% | 451 |
|
|
2023
Q2 | $210K | Sell |
596
-10
| -2% | -$3.53K | 0.02% | 461 |
|
|
2023
Q1 | $221K | Buy |
+606
| New | +$221K | 0.03% | 419 |
|