GeoWealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $672K | Buy |
9,958
+294
| +3% | +$19.8K | 0.03% | 343 |
|
|
2025
Q1 | $692K | Sell |
9,664
-389
| -4% | -$27.8K | 0.03% | 357 |
|
|
2024
Q4 | $721K | Buy |
10,053
+1,335
| +15% | +$95.8K | 0.02% | 386 |
|
|
2024
Q3 | $649K | Sell |
8,718
-37
| -0.4% | -$2.76K | 0.02% | 412 |
|
|
2024
Q2 | $607K | Buy |
8,755
+4,822
| +123% | +$334K | 0.03% | 379 |
|
|
2024
Q1 | $248K | Sell |
3,933
-7,754
| -66% | -$489K | 0.01% | 622 |
|
|
2023
Q4 | $715K | Buy |
+11,687
| New | +$715K | 0.06% | 263 |
|