CWM
Concentrum Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-640
| Closed | -$522K | – | 76 |
|
|
2025
Q1 | $522K | Buy |
640
+5
| +0.8% | +$4.08K | 0.19% | 48 |
|
|
2024
Q4 | $599K | Buy |
635
+3
| +0.5% | +$2.83K | 0.21% | 46 |
|
|
2024
Q3 | $561K | Buy |
632
+4
| +0.6% | +$3.55K | 0.22% | 43 |
|
|
2024
Q2 | $475K | Sell |
628
-4
| -0.6% | -$3.03K | 0.2% | 46 |
|
|
2024
Q1 | $522K | Buy |
632
+5
| +0.8% | +$4.13K | 0.24% | 39 |
|
|
2023
Q4 | $505K | Buy |
627
+3
| +0.5% | +$2.42K | 0.26% | 40 |
|
|
2023
Q3 | $453K | Sell |
624
-100
| -14% | -$72.6K | 0.27% | 41 |
|
|
2023
Q2 | $568K | Hold |
724
| – | – | 0.36% | 36 |
|
|
2023
Q1 | $522K | Hold |
724
| – | – | 0.39% | 35 |
|
|
2022
Q4 | $474K | Hold |
724
| – | – | 0.42% | 43 |
|
|
2022
Q3 | $412K | Hold |
724
| – | – | 0.36% | 41 |
|
|
2022
Q2 | $476K | Hold |
724
| – | – | 0.39% | 39 |
|
|
2022
Q1 | $537K | Buy |
+724
| New | +$537K | 0.33% | 39 |
|