EWA
EP Wealth Advisors’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $478K | Buy |
601
+268
| +80% | +$213K | ﹤0.01% | 797 |
|
|
2025
Q1 | $272K | Buy |
333
+46
| +16% | +$37.5K | ﹤0.01% | 961 |
|
|
2024
Q4 | $271K | Sell |
287
-24
| -8% | -$22.6K | ﹤0.01% | 919 |
|
|
2024
Q3 | $276K | Buy |
+311
| New | +$276K | ﹤0.01% | 890 |
|
|
2023
Q4 | – | Sell |
-1,625
| Closed | -$1.18M | – | 822 |
|
|
2023
Q3 | $1.18M | Sell |
1,625
-313,860
| -99% | -$228M | 0.02% | 301 |
|
|
2023
Q2 | $1.25M | Buy |
315,485
+304,573
| +2,791% | +$1.21M | 0.02% | 296 |
|
|
2023
Q1 | $283K | Buy |
10,912
+9,362
| +604% | +$242K | ﹤0.01% | 499 |
|
|
2022
Q4 | $1.02M | Buy |
+1,550
| New | +$1.02M | 0.02% | 280 |
|
|
2022
Q3 | – | Sell |
-1,429
| Closed | -$939K | – | 421 |
|
|
2022
Q2 | $939K | Buy |
1,429
+13
| +0.9% | +$8.54K | 0.02% | 267 |
|
|
2022
Q1 | $1.05M | Sell |
1,416
-2
| -0.1% | -$1.48K | 0.02% | 266 |
|
|
2021
Q4 | $1.2M | Buy |
+1,418
| New | +$1.2M | 0.03% | 239 |
|
|
2021
Q3 | – | Sell |
-1,413
| Closed | -$1.13M | – | 540 |
|
|
2021
Q2 | $1.13M | Buy |
1,413
+8
| +0.6% | +$6.42K | 0.03% | 236 |
|
|
2021
Q1 | $955K | Sell |
1,405
-1,328
| -49% | -$903K | 0.03% | 229 |
|
|
2020
Q4 | $1.95M | Buy |
2,733
+1
| +0% | +$714 | 0.07% | 131 |
|
|
2020
Q3 | $2.08M | Sell |
2,732
-15
| -0.5% | -$11.4K | 0.09% | 108 |
|
|
2020
Q2 | $1.93M | Buy |
2,747
+10
| +0.4% | +$7.02K | 0.08% | 123 |
|
|
2020
Q1 | $1.71M | Sell |
2,737
-43
| -2% | -$26.8K | 0.08% | 125 |
|
|
2019
Q4 | $1.62M | Buy |
2,780
+1
| +0% | +$584 | 0.07% | 142 |
|
|
2019
Q3 | $1.6M | Hold |
2,779
| – | – | 0.08% | 114 |
|
|
2019
Q2 | $1.4M | Sell |
2,779
-12
| -0.4% | -$6.05K | 0.09% | 98 |
|
|
2019
Q1 | $1.27M | Sell |
2,791
-1,967
| -41% | -$892K | 0.12% | 98 |
|
|
2018
Q4 | $1.68M | Sell |
4,758
-67
| -1% | -$23.6K | 0.13% | 97 |
|
|
2018
Q3 | $2.09M | Buy |
+4,825
| New | +$2.09M | 0.16% | 73 |
|