Avidian Wealth Enterprises’s Equitable Holdings EQH Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$299K	Sell	5,335 -151	-3%	-$8.47K	0.01%	447
2025 Q1	$286K	Sell	5,486 -1,111	-17%	-$57.9K	0.01%	433
2024 Q4	$311K	Buy	6,597 +538	+9%	+$25.4K	0.01%	389
2024 Q3	$255K	Buy	6,059 +130	+2%	+$5.46K	0.01%	428
2024 Q2	$242K	Buy	+5,929	New	+$242K	0.01%	428