Bartlett & Co Wealth Management’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27K | Buy |
34
+1
| +3% | +$795 | ﹤0.01% | 761 |
|
|
2025
Q1 | $26.9K | Buy |
33
+5
| +18% | +$4.08K | ﹤0.01% | 769 |
|
|
2024
Q4 | $26.4K | Sell |
28
-9
| -24% | -$8.49K | ﹤0.01% | 765 |
|
|
2024
Q3 | $32.8K | Hold |
37
| – | – | ﹤0.01% | 731 |
|
|
2024
Q2 | $28K | Buy |
37
+9
| +32% | +$6.81K | ﹤0.01% | 765 |
|
|
2024
Q1 | $23.1K | Hold |
28
| – | – | ﹤0.01% | 800 |
|
|
2023
Q4 | $22.8K | Buy |
+28
| New | +$22.8K | ﹤0.01% | 862 |
|
|
2023
Q1 | – | Sell |
-4
| Closed | -$2.62K | – | 1074 |
|
|
2022
Q4 | $2.62K | Hold |
4
| – | – | ﹤0.01% | 994 |
|
|
2022
Q3 | $2.28K | Hold |
4
| – | – | ﹤0.01% | 1038 |
|
|
2022
Q2 | $2.63K | Buy |
+4
| New | +$2.63K | ﹤0.01% | 1142 |
|
|
2021
Q1 | – | Sell |
-1
| Closed | -$714 | – | 1129 |
|
|
2020
Q4 | $714 | Buy |
+1
| New | +$714 | ﹤0.01% | 1105 |
|