EWM
Evercore Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Sell |
1,413
-27
| -2% | -$21.5K | 0.02% | 205 |
|
|
2025
Q1 | $1.17M | Buy |
1,440
+9
| +0.6% | +$7.34K | 0.02% | 203 |
|
|
2024
Q4 | $1.35M | Hold |
1,431
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $1.27M | Buy |
1,431
+7
| +0.5% | +$6.21K | 0.02% | 200 |
|
|
2024
Q2 | $1.08M | Buy |
1,424
+21
| +1% | +$15.9K | 0.02% | 213 |
|
|
2024
Q1 | $1.16M | Buy |
1,403
+2
| +0.1% | +$1.65K | 0.02% | 207 |
|
|
2023
Q4 | $1.13M | Sell |
1,401
-6
| -0.4% | -$4.83K | 0.02% | 214 |
|
|
2023
Q3 | $1.02M | Buy |
1,407
+37
| +3% | +$26.9K | 0.02% | 214 |
|
|
2023
Q2 | $1.07M | Buy |
1,370
+42
| +3% | +$32.9K | 0.02% | 211 |
|
|
2023
Q1 | $958K | Buy |
1,328
+7
| +0.5% | +$5.05K | 0.02% | 218 |
|
|
2022
Q4 | $865K | Buy |
1,321
+8
| +0.6% | +$5.24K | 0.02% | 223 |
|
|
2022
Q3 | $747K | Sell |
1,313
-61
| -4% | -$34.7K | 0.02% | 223 |
|
|
2022
Q2 | $903K | Sell |
1,374
-145
| -10% | -$95.3K | 0.02% | 218 |
|
|
2022
Q1 | $1.13M | Sell |
1,519
-7
| -0.5% | -$5.19K | 0.02% | 211 |
|
|
2021
Q4 | $1.29M | Hold |
1,526
| – | – | 0.02% | 205 |
|
|
2021
Q3 | $1.21M | Hold |
1,526
| – | – | 0.02% | 204 |
|
|
2021
Q2 | $1.23M | Sell |
1,526
-3
| -0.2% | -$2.41K | 0.02% | 204 |
|
|
2021
Q1 | $1.04M | Sell |
1,529
-71
| -4% | -$48.3K | 0.02% | 220 |
|
|
2020
Q4 | $1.14M | Buy |
1,600
+200
| +14% | +$143K | 0.02% | 199 |
|
|
2020
Q3 | $1.06M | Buy |
1,400
+10
| +0.7% | +$7.6K | 0.03% | 188 |
|
|
2020
Q2 | $976K | Buy |
+1,390
| New | +$976K | 0.03% | 188 |
|
|
2018
Q1 | – | Sell |
-186
| Closed | -$84K | – | 474 |
|
|
2017
Q4 | $84K | Hold |
186
| – | – | ﹤0.01% | 495 |
|
|
2017
Q3 | $83K | Sell |
186
-30
| -14% | -$13.4K | ﹤0.01% | 496 |
|
|
2017
Q2 | $93K | Buy |
216
+24
| +13% | +$10.3K | ﹤0.01% | 475 |
|
|
2017
Q1 | $77K | Sell |
192
-4
| -2% | -$1.6K | ﹤0.01% | 526 |
|
|
2016
Q4 | $70K | Sell |
196
-10
| -5% | -$3.57K | ﹤0.01% | 544 |
|
|
2016
Q3 | $74K | Hold |
206
| – | – | ﹤0.01% | 529 |
|
|
2016
Q2 | $80K | Hold |
206
| – | – | ﹤0.01% | 498 |
|
|
2016
Q1 | $68K | Buy |
206
+20
| +11% | +$6.6K | ﹤0.01% | 515 |
|
|
2015
Q4 | $56K | Buy |
186
+4
| +2% | +$1.2K | ﹤0.01% | 571 |
|
|
2015
Q3 | $50K | Hold |
182
| – | – | ﹤0.01% | 585 |
|
|
2015
Q2 | $46K | Hold |
182
| – | – | ﹤0.01% | 652 |
|
|
2015
Q1 | $42K | Sell |
182
-228
| -56% | -$52.6K | ﹤0.01% | 652 |
|
|
2014
Q4 | $93K | Buy |
+410
| New | +$93K | ﹤0.01% | 473 |
|