CA
CapWealth Advisors’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.4M | Buy |
24,410
+261
| +1% | +$208K | 1.91% | 23 |
|
|
2025
Q1 | $19.7M | Buy |
24,149
+950
| +4% | +$775K | 2.13% | 19 |
|
|
2024
Q4 | $21.9M | Buy |
23,199
+150
| +0.7% | +$141K | 2.4% | 15 |
|
|
2024
Q3 | $20.5M | Buy |
23,049
+825
| +4% | +$732K | 2.23% | 18 |
|
|
2024
Q2 | $16.8M | Sell |
22,224
-76
| -0.3% | -$57.5K | 2.12% | 21 |
|
|
2024
Q1 | $18.4M | Buy |
22,300
+33
| +0.1% | +$27.2K | 2.07% | 20 |
|
|
2023
Q4 | $17.9M | Sell |
22,267
-134
| -0.6% | -$108K | 2.19% | 19 |
|
|
2023
Q3 | $16.3M | Buy |
22,401
+252
| +1% | +$183K | 2.09% | 18 |
|
|
2023
Q2 | $17.4M | Sell |
22,149
-28
| -0.1% | -$22K | 2.12% | 18 |
|
|
2023
Q1 | $16M | Sell |
22,177
-6,669
| -23% | -$4.81M | 1.99% | 19 |
|
|
2022
Q4 | $18.9M | Buy |
28,846
+68
| +0.2% | +$44.5K | 2.22% | 20 |
|
|
2022
Q3 | $16.4M | Sell |
28,778
-315
| -1% | -$179K | 2.16% | 19 |
|
|
2022
Q2 | $19.1M | Buy |
29,093
+155
| +0.5% | +$102K | 2.31% | 18 |
|
|
2022
Q1 | $21.5M | Sell |
28,938
-109
| -0.4% | -$80.8K | 2.2% | 14 |
|
|
2021
Q4 | $24.6M | Sell |
29,047
-277
| -0.9% | -$234K | 2.5% | 9 |
|
|
2021
Q3 | $23.2M | Sell |
29,324
-132
| -0.4% | -$104K | 2.54% | 11 |
|
|
2021
Q2 | $23.6M | Sell |
29,456
-1,084
| -4% | -$870K | 2.57% | 10 |
|
|
2021
Q1 | $20.8M | Sell |
30,540
-286
| -0.9% | -$194K | 2.36% | 13 |
|
|
2020
Q4 | $22M | Sell |
30,826
-1,136
| -4% | -$811K | 2.62% | 8 |
|
|
2020
Q3 | $24.3M | Sell |
31,962
-1,312
| -4% | -$997K | 3.25% | 8 |
|
|
2020
Q2 | $23.4M | Sell |
33,274
-1,081
| -3% | -$759K | 3.3% | 7 |
|
|
2020
Q1 | $21.5M | Sell |
34,355
-2,786
| -8% | -$1.74M | 3.78% | 6 |
|
|
2019
Q4 | $21.7M | Sell |
37,141
-2,512
| -6% | -$1.47M | 2.73% | 9 |
|
|
2019
Q3 | $22.9M | Buy |
39,653
+257
| +0.7% | +$148K | 3.04% | 7 |
|
|
2019
Q2 | $19.9M | Buy |
39,396
+194
| +0.5% | +$97.8K | 2.84% | 13 |
|
|
2019
Q1 | $17.8M | Buy |
39,202
+109
| +0.3% | +$49.4K | 2.72% | 13 |
|
|
2018
Q4 | $13.8M | Buy |
39,093
+1,909
| +5% | +$673K | 2.42% | 13 |
|
|
2018
Q3 | $16.1M | Buy |
37,184
+608
| +2% | +$263K | 2.64% | 12 |
|
|
2018
Q2 | $15.7M | Buy |
36,576
+458
| +1% | +$197K | 2.82% | 9 |
|
|
2018
Q1 | $15.1M | Sell |
36,118
-3,765
| -9% | -$1.57M | 2.92% | 9 |
|
|
2017
Q4 | $18.1M | Sell |
39,883
-245
| -0.6% | -$111K | 3.25% | 6 |
|
|
2017
Q3 | $17.9M | Sell |
40,128
-422
| -1% | -$188K | 3.44% | 5 |
|
|
2017
Q2 | $17.4M | Sell |
40,550
-408
| -1% | -$175K | 3.49% | 4 |
|
|
2017
Q1 | $16.4M | Sell |
40,958
-375
| -0.9% | -$150K | 3.36% | 4 |
|
|
2016
Q4 | $14.8M | Sell |
41,333
-1,482
| -3% | -$530K | 3.2% | 5 |
|
|
2016
Q3 | $15.4M | Sell |
42,815
-1,132
| -3% | -$408K | 3.71% | 4 |
|
|
2016
Q2 | $17M | Sell |
43,947
-41
| -0.1% | -$15.9K | 4.16% | 2 |
|
|
2016
Q1 | $14.5M | Buy |
43,988
+218
| +0.5% | +$72.1K | 3.7% | 3 |
|
|
2015
Q4 | $13.2M | Buy |
43,770
+1,000
| +2% | +$302K | 3.21% | 5 |
|
|
2015
Q3 | $11.7M | Buy |
42,770
+4,114
| +11% | +$1.12M | 2.93% | 8 |
|
|
2015
Q2 | $9.82M | Buy |
38,656
+922
| +2% | +$234K | 2.31% | 16 |
|
|
2015
Q1 | $8.79M | Buy |
37,734
+227
| +0.6% | +$52.9K | 2.07% | 18 |
|
|
2014
Q4 | $8.5M | Buy |
37,507
+760
| +2% | +$172K | 2% | 20 |
|
|
2014
Q3 | $7.81M | Buy |
36,747
+85
| +0.2% | +$18.1K | 1.77% | 20 |
|
|
2014
Q2 | $7.7M | Sell |
36,662
-1,325
| -3% | -$278K | 1.76% | 19 |
|
|
2014
Q1 | $7.02M | Sell |
37,987
-3,965
| -9% | -$733K | 1.89% | 18 |
|
|
2013
Q4 | $7.44M | Sell |
41,952
-4,313
| -9% | -$765K | 1.88% | 19 |
|
|
2013
Q3 | $8.5M | Buy |
46,265
+240
| +0.5% | +$44.1K | 2.37% | 16 |
|
|
2013
Q2 | $8.5M | Buy |
+46,025
| New | +$8.5M | 2.48% | 12 |
|