WhitTier Trust Company’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 | $39.1K | Hold |
115
| – | – | ﹤0.01% | 846 |
|
|
2025
Q1 | $41.8K | Hold |
115
| – | – | ﹤0.01% | 820 |
|
|
2024
Q4 | $41.7K | Sell |
115
-38
| -25% | -$13.8K | ﹤0.01% | 791 |
|
|
2024
Q3 | $59.9K | Hold |
153
| – | – | ﹤0.01% | 712 |
|
|
2024
Q2 | $58.3K | Hold |
153
| – | – | ﹤0.01% | 667 |
|
|
2024
Q1 | $60.8K | Hold |
153
| – | – | ﹤0.01% | 647 |
|
|
2023
Q4 | $54.1K | Sell |
153
-140
| -48% | -$49.5K | ﹤0.01% | 666 |
|
|
2023
Q3 | $109K | Buy |
293
+38
| +15% | +$14.1K | ﹤0.01% | 536 |
|
|
2023
Q2 | $87.2K | Hold |
255
| – | – | ﹤0.01% | 584 |
|
|
2023
Q1 | $91.3K | Hold |
255
| – | – | ﹤0.01% | 570 |
|
|
2022
Q4 | $84.5K | Hold |
255
| – | – | ﹤0.01% | 582 |
|
|
2022
Q3 | $67K | Hold |
255
| – | – | ﹤0.01% | 621 |
|
|
2022
Q2 | $71K | Hold |
255
| – | – | ﹤0.01% | 610 |
|
|
2022
Q1 | $77K | Hold |
255
| – | – | ﹤0.01% | 607 |
|
|
2021
Q4 | $70K | Hold |
255
| – | – | ﹤0.01% | 621 |
|
|
2021
Q3 | $64K | Hold |
255
| – | – | ﹤0.01% | 633 |
|
|
2021
Q2 | $64K | Buy |
255
+21
| +9% | +$5.27K | ﹤0.01% | 618 |
|
|
2021
Q1 | $58K | Buy |
234
+73
| +45% | +$18.1K | ﹤0.01% | 617 |
|
|
2020
Q4 | $38K | Buy |
161
+46
| +40% | +$10.9K | ﹤0.01% | 659 |
|
|
2020
Q3 | $23K | Buy |
+115
| New | +$23K | ﹤0.01% | 720 |
|