Carson Wealth (CWM LLC)’s Equinix EQIX Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$2.25M Buy
2,822
+1,038
+58% +$826K 0.01% 906
2025
Q1
$1.46M Buy
1,784
+36
+2% +$29.4K 0.01% 951
2024
Q4
$1.65M Buy
1,748
+46
+3% +$43.4K 0.01% 857
2024
Q3
$1.51M Buy
1,702
+90
+6% +$79.9K 0.01% 828
2024
Q2
$1.22M Buy
1,612
+175
+12% +$132K 0.01% 804
2024
Q1
$1.19M Buy
1,437
+52
+4% +$42.9K 0.01% 794
2023
Q4
$1.12M Buy
1,385
+106
+8% +$85.4K 0.01% 758
2023
Q3
$929K Buy
1,279
+78
+6% +$56.7K 0.01% 786
2023
Q2
$941K Buy
1,201
+205
+21% +$161K 0.01% 736
2023
Q1
$718K Buy
996
+209
+27% +$151K ﹤0.01% 769
2022
Q4
$516K Buy
787
+97
+14% +$63.6K ﹤0.01% 800
2022
Q3
$393K Sell
690
-195
-22% -$111K ﹤0.01% 817
2022
Q2
$582K Buy
885
+335
+61% +$220K ﹤0.01% 695
2022
Q1
$408K Buy
550
+291
+112% +$216K ﹤0.01% 784
2021
Q4
$219K Buy
+259
New +$219K ﹤0.01% 987
2021
Q2
$113K Hold
141
﹤0.01% 1091
2021
Q1
$113K Hold
141
﹤0.01% 1091
2020
Q4
$113K Hold
141
﹤0.01% 1091
2020
Q3
$113K Hold
141
﹤0.01% 1091
2020
Q2
$113K Hold
141
﹤0.01% 1091
2020
Q1
$113K Hold
141
﹤0.01% 1091
2019
Q4
$113K Hold
141
﹤0.01% 1091
2019
Q3
$113K Hold
141
﹤0.01% 1091
2019
Q2
$113K Hold
141
﹤0.01% 1091
2019
Q1
$113K Buy
141
+34
+32% +$27.2K ﹤0.01% 1091
2018
Q4
$38K Buy
107
+22
+26% +$7.81K ﹤0.01% 945
2018
Q3
$37K Hold
85
﹤0.01% 804
2018
Q2
$37K Buy
85
+20
+31% +$8.71K ﹤0.01% 697
2018
Q1
$27K Sell
65
-12
-16% -$4.99K ﹤0.01% 654
2017
Q4
$35K Sell
77
-32
-29% -$14.5K ﹤0.01% 590
2017
Q3
$49K Buy
+109
New +$49K ﹤0.01% 532
2017
Q1
Sell
-17
Closed -$6K 1210
2016
Q4
$6K Buy
+17
New +$6K ﹤0.01% 816