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Whipplewood Advisors’s Everest Group EG Stock Holding History

Whipplewood Advisors’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$23.1K Sell
68
-12
-15% -$4.08K 0.01% 436
2025
Q1 		$24.3K Buy
80
+13
+19% +$3.96K 0.01% 419
2024
Q4 		$24.3K Buy
+67
New +$24.3K 0.01% 416