Congress 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 | $3.05M | Buy |
3,830
+32
| +0.8% | +$25.5K | 0.03% | 489 |
|
|
2025
Q1 | $3.1M | Sell |
3,798
-68
| -2% | -$55.5K | 0.04% | 405 |
|
|
2024
Q4 | $3.65M | Sell |
3,866
-244
| -6% | -$230K | 0.05% | 327 |
|
|
2024
Q3 | $3.65M | Sell |
4,110
-152
| -4% | -$135K | 0.05% | 337 |
|
|
2024
Q2 | $3.22M | Sell |
4,262
-127
| -3% | -$96.1K | 0.05% | 296 |
|
|
2024
Q1 | $3.62M | Sell |
4,389
-504
| -10% | -$416K | 0.06% | 259 |
|
|
2023
Q4 | $3.94M | Sell |
4,893
-67
| -1% | -$54K | 0.07% | 247 |
|
|
2023
Q3 | $3.6M | Sell |
4,960
-192
| -4% | -$139K | 0.07% | 249 |
|
|
2023
Q2 | $4.04M | Sell |
5,152
-110
| -2% | -$86.2K | 0.09% | 213 |
|
|
2023
Q1 | $3.79M | Sell |
5,262
-410
| -7% | -$296K | 0.09% | 210 |
|
|
2022
Q4 | $3.72M | Sell |
5,672
-667
| -11% | -$437K | 0.1% | 204 |
|
|
2022
Q3 | $3.61M | Sell |
6,339
-1,440
| -19% | -$819K | 0.1% | 208 |
|
|
2022
Q2 | $5.11M | Sell |
7,779
-1,685
| -18% | -$1.11M | 0.13% | 182 |
|
|
2022
Q1 | $7.02M | Buy |
9,464
+48
| +0.5% | +$35.6K | 0.15% | 174 |
|
|
2021
Q4 | $7.96M | Buy |
+9,416
| New | +$7.96M | 0.16% | 174 |
|