Wells Fargo’s Everest Group EG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.6M | Sell |
16,484
-2,512
| -13% | -$854K | ﹤0.01% | 2154 |
|
|
2025
Q1 | $6.9M | Buy |
18,996
+603
| +3% | +$219K | ﹤0.01% | 1926 |
|
|
2024
Q4 | $6.67M | Buy |
18,393
+7,372
| +67% | +$2.67M | ﹤0.01% | 1943 |
|
|
2024
Q3 | $4.32M | Sell |
11,021
-13,819
| -56% | -$5.41M | ﹤0.01% | 2222 |
|
|
2024
Q2 | $9.46M | Sell |
24,840
-10,312
| -29% | -$3.93M | ﹤0.01% | 1640 |
|
|
2024
Q1 | $14M | Sell |
35,152
-20,172
| -36% | -$8.02M | ﹤0.01% | 1349 |
|
|
2023
Q4 | $19.6M | Buy |
55,324
+36,939
| +201% | +$13.1M | 0.01% | 1112 |
|
|
2023
Q3 | $6.83M | Buy |
18,385
+6,223
| +51% | +$2.31M | ﹤0.01% | 1750 |
|
|
2023
Q2 | $4.16M | Sell |
12,162
-399
| -3% | -$136K | ﹤0.01% | 2189 |
|
|
2023
Q1 | $4.5M | Buy |
12,561
+3,729
| +42% | +$1.34M | ﹤0.01% | 2079 |
|
|
2022
Q4 | $2.93M | Sell |
8,832
-2,197
| -20% | -$728K | ﹤0.01% | 2343 |
|
|
2022
Q3 | $2.9M | Sell |
11,029
-1,153
| -9% | -$303K | ﹤0.01% | 2289 |
|
|
2022
Q2 | $3.42M | Sell |
12,182
-12,600
| -51% | -$3.53M | ﹤0.01% | 2261 |
|
|
2022
Q1 | $7.47M | Sell |
24,782
-4,581
| -16% | -$1.38M | ﹤0.01% | 1988 |
|
|
2021
Q4 | $8.04M | Sell |
29,363
-25,072
| -46% | -$6.87M | ﹤0.01% | 1948 |
|
|
2021
Q3 | $13.7M | Buy |
54,435
+31,382
| +136% | +$7.87M | ﹤0.01% | 1894 |
|
|
2021
Q2 | $5.81M | Buy |
23,053
+1,297
| +6% | +$327K | ﹤0.01% | 2626 |
|
|
2021
Q1 | $5.39M | Sell |
21,756
-73,670
| -77% | -$18.3M | ﹤0.01% | 2646 |
|
|
2020
Q4 | $22.3M | Sell |
95,426
-3,985
| -4% | -$933K | 0.01% | 1479 |
|
|
2020
Q3 | $19.6M | Sell |
99,411
-20,651
| -17% | -$4.08M | 0.01% | 1417 |
|
|
2020
Q2 | $24.8M | Sell |
120,062
-4,445
| -4% | -$917K | 0.01% | 1220 |
|
|
2020
Q1 | $24M | Sell |
124,507
-116,482
| -48% | -$22.4M | 0.01% | 1134 |
|
|
2019
Q4 | $66.7M | Sell |
240,989
-39,909
| -14% | -$11M | 0.02% | 782 |
|
|
2019
Q3 | $74.7M | Buy |
280,898
+41,258
| +17% | +$11M | 0.02% | 715 |
|
|
2019
Q2 | $59.2M | Buy |
239,640
+131,997
| +123% | +$32.6M | 0.02% | 835 |
|
|
2019
Q1 | $23.2M | Sell |
107,643
-190,790
| -64% | -$41.2M | 0.01% | 1352 |
|
|
2018
Q4 | $65M | Sell |
298,433
-42,628
| -12% | -$9.28M | 0.02% | 690 |
|
|
2018
Q3 | $77.9M | Sell |
341,061
-33,507
| -9% | -$7.66M | 0.02% | 697 |
|
|
2018
Q2 | $86.3M | Buy |
374,568
+99,002
| +36% | +$22.8M | 0.03% | 635 |
|
|
2018
Q1 | $70.8M | Sell |
275,566
-22,784
| -8% | -$5.85M | 0.02% | 729 |
|
|
2017
Q4 | $66M | Sell |
298,350
-270,127
| -48% | -$59.8M | 0.02% | 745 |
|
|
2017
Q3 | $130M | Sell |
568,477
-92,398
| -14% | -$21.1M | 0.04% | 451 |
|
|
2017
Q2 | $168M | Buy |
660,875
+29,268
| +5% | +$7.45M | 0.05% | 357 |
|
|
2017
Q1 | $148M | Buy |
631,607
+84,185
| +15% | +$19.7M | 0.05% | 397 |
|
|
2016
Q4 | $118M | Buy |
547,422
+510,167
| +1,369% | +$110M | 0.04% | 448 |
|
|
2016
Q3 | $7.08M | Sell |
37,255
-3,071
| -8% | -$583K | ﹤0.01% | 1993 |
|
|
2016
Q2 | $7.37M | Sell |
40,326
-30,676
| -43% | -$5.6M | ﹤0.01% | 2032 |
|
|
2016
Q1 | $14M | Sell |
71,002
-7,400
| -9% | -$1.46M | 0.01% | 1522 |
|
|
2015
Q4 | $14.4M | Sell |
78,402
-14,439
| -16% | -$2.64M | 0.01% | 1541 |
|
|
2015
Q3 | $16.1M | Buy |
92,841
+4,749
| +5% | +$823K | 0.01% | 1425 |
|
|
2015
Q2 | $16M | Buy |
88,092
+28,263
| +47% | +$5.14M | 0.01% | 1530 |
|
|
2015
Q1 | $10.4M | Sell |
59,829
-3,999
| -6% | -$696K | ﹤0.01% | 1837 |
|
|
2014
Q4 | $10.9M | Sell |
63,828
-3,849
| -6% | -$655K | ﹤0.01% | 1758 |
|
|
2014
Q3 | $11M | Sell |
67,677
-14,277
| -17% | -$2.31M | ﹤0.01% | 1686 |
|
|
2014
Q2 | $13.2M | Sell |
81,954
-28,436
| -26% | -$4.56M | 0.01% | 1597 |
|
|
2014
Q1 | $16.9M | Sell |
110,390
-53
| -0% | -$8.11K | 0.01% | 1382 |
|
|
2013
Q4 | $17.2M | Sell |
110,443
-30,481
| -22% | -$4.75M | 0.01% | 1330 |
|
|
2013
Q3 | $20.5M | Buy |
140,924
+57,241
| +68% | +$8.32M | 0.01% | 1184 |
|
|
2013
Q2 | $10.7M | Buy |
+83,683
| New | +$10.7M | 0.01% | 1539 |
|