Creative Planning’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.96M | Buy |
10,007
+608
| +6% | +$484K | 0.01% | 586 |
|
2025
Q1 | $7.66M | Buy |
9,399
+237
| +3% | +$193K | 0.01% | 571 |
|
2024
Q4 | $8.64M | Buy |
9,162
+1,408
| +18% | +$1.33M | 0.01% | 497 |
|
2024
Q3 | $6.88M | Buy |
7,754
+1,111
| +17% | +$986K | 0.01% | 545 |
|
2024
Q2 | $5.03M | Sell |
6,643
-97
| -1% | -$73.4K | 0.01% | 614 |
|
2024
Q1 | $5.56M | Buy |
6,740
+1,061
| +19% | +$876K | 0.01% | 572 |
|
2023
Q4 | $4.57M | Buy |
5,679
+729
| +15% | +$587K | 0.01% | 586 |
|
2023
Q3 | $3.6M | Buy |
4,950
+4
| +0.1% | +$2.91K | ﹤0.01% | 626 |
|
2023
Q2 | $3.88M | Buy |
4,946
+577
| +13% | +$452K | 0.01% | 592 |
|
2023
Q1 | $3.15M | Buy |
4,369
+418
| +11% | +$301K | ﹤0.01% | 630 |
|
2022
Q4 | $2.59M | Buy |
3,951
+993
| +34% | +$650K | ﹤0.01% | 668 |
|
2022
Q3 | $1.68M | Sell |
2,958
-12
| -0.4% | -$6.83K | ﹤0.01% | 752 |
|
2022
Q2 | $1.95M | Buy |
2,970
+787
| +36% | +$517K | ﹤0.01% | 723 |
|
2022
Q1 | $1.62M | Sell |
2,183
-262
| -11% | -$194K | ﹤0.01% | 791 |
|
2021
Q4 | $2.07M | Buy |
2,445
+113
| +5% | +$95.6K | ﹤0.01% | 679 |
|
2021
Q3 | $1.84M | Buy |
2,332
+249
| +12% | +$197K | ﹤0.01% | 713 |
|
2021
Q2 | $1.67M | Sell |
2,083
-320
| -13% | -$257K | ﹤0.01% | 738 |
|
2021
Q1 | $1.63M | Sell |
2,403
-73
| -3% | -$49.6K | ﹤0.01% | 799 |
|
2020
Q4 | $1.77M | Buy |
2,476
+750
| +43% | +$536K | ﹤0.01% | 712 |
|
2020
Q3 | $1.31M | Buy |
1,726
+651
| +61% | +$495K | ﹤0.01% | 697 |
|
2020
Q2 | $755K | Buy |
1,075
+76
| +8% | +$53.4K | ﹤0.01% | 837 |
|
2020
Q1 | $624K | Buy |
999
+75
| +8% | +$46.8K | ﹤0.01% | 836 |
|
2019
Q4 | $539K | Sell |
924
-28
| -3% | -$16.3K | ﹤0.01% | 1065 |
|
2019
Q3 | $549K | Buy |
952
+171
| +22% | +$98.6K | ﹤0.01% | 1006 |
|
2019
Q2 | $394K | Sell |
781
-159
| -17% | -$80.2K | ﹤0.01% | 1200 |
|
2019
Q1 | $426K | Sell |
940
-48
| -5% | -$21.8K | ﹤0.01% | 1119 |
|
2018
Q4 | $348K | Buy |
988
+41
| +4% | +$14.4K | ﹤0.01% | 1141 |
|
2018
Q3 | $410K | Buy |
947
+70
| +8% | +$30.3K | ﹤0.01% | 1198 |
|
2018
Q2 | $377K | Buy |
877
+6
| +0.7% | +$2.58K | ﹤0.01% | 1228 |
|
2018
Q1 | $364K | Buy |
871
+96
| +12% | +$40.1K | ﹤0.01% | 1236 |
|
2017
Q4 | $351K | Buy |
775
+43
| +6% | +$19.5K | ﹤0.01% | 1262 |
|
2017
Q3 | $327K | Buy |
732
+152
| +26% | +$67.9K | ﹤0.01% | 1265 |
|
2017
Q2 | $249K | Sell |
580
-112
| -16% | -$48.1K | ﹤0.01% | 1374 |
|
2017
Q1 | $277K | Buy |
692
+269
| +64% | +$108K | ﹤0.01% | 1304 |
|
2016
Q4 | $151K | Buy |
423
+72
| +21% | +$25.7K | ﹤0.01% | 1561 |
|
2016
Q3 | $126K | Buy |
351
+171
| +95% | +$61.4K | ﹤0.01% | 1675 |
|
2016
Q2 | $70K | Sell |
180
-29
| -14% | -$11.3K | ﹤0.01% | 1898 |
|
2016
Q1 | $69K | Buy |
209
+1
| +0.5% | +$330 | ﹤0.01% | 1867 |
|
2015
Q4 | $63K | Buy |
208
+110
| +112% | +$33.3K | ﹤0.01% | 1909 |
|
2015
Q3 | $27K | Buy |
+98
| New | +$27K | ﹤0.01% | 2476 |
|
2015
Q2 | – | Sell |
-107
| Closed | -$25K | – | 1596 |
|
2015
Q1 | $25K | Buy |
+107
| New | +$25K | ﹤0.01% | 2527 |
|
2014
Q4 | – | Sell |
-115
| Closed | -$24K | – | 4045 |
|
2014
Q3 | $24K | Buy |
115
+106
| +1,178% | +$22.1K | ﹤0.01% | 2387 |
|
2014
Q2 | $2K | Sell |
9
-48
| -84% | -$10.7K | ﹤0.01% | 3399 |
|
2014
Q1 | $11K | Hold |
57
| – | – | ﹤0.01% | 2659 |
|
2013
Q4 | $10K | Sell |
57
-320
| -85% | -$56.1K | ﹤0.01% | 2557 |
|
2013
Q3 | $69K | Buy |
377
+168
| +80% | +$30.7K | ﹤0.01% | 1333 |
|
2013
Q2 | $39K | Buy |
+209
| New | +$39K | ﹤0.01% | 1511 |
|