Global Wealth Management Investment Advisory’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 | $928K | Buy |
13,747
+1,333
| +11% | +$90K | 0.17% | 103 |
|
|
2025
Q1 | $889K | Buy |
12,414
+1,646
| +15% | +$118K | 0.18% | 102 |
|
|
2024
Q4 | $773K | Buy |
10,768
+1,214
| +13% | +$87.1K | 0.16% | 102 |
|
|
2024
Q3 | $711K | Buy |
9,554
+609
| +7% | +$45.3K | 0.15% | 103 |
|
|
2024
Q2 | $620K | Buy |
8,945
+314
| +4% | +$21.8K | 0.14% | 103 |
|
|
2024
Q1 | $545K | Buy |
8,631
+45
| +0.5% | +$2.84K | 0.13% | 108 |
|
|
2023
Q4 | $525K | Sell |
8,586
-416
| -5% | -$25.4K | 0.13% | 111 |
|
|
2023
Q3 | $529K | Buy |
9,002
+310
| +4% | +$18.2K | 0.15% | 110 |
|
|
2023
Q2 | $573K | Buy |
8,692
+531
| +7% | +$35K | 0.16% | 105 |
|
|
2023
Q1 | $490K | Buy |
8,161
+553
| +7% | +$33.2K | 0.15% | 105 |
|
|
2022
Q4 | $449K | Buy |
7,608
+1,334
| +21% | +$78.7K | 0.15% | 104 |
|
|
2022
Q3 | $422K | Buy |
6,274
+650
| +12% | +$43.7K | 0.15% | 102 |
|
|
2022
Q2 | $406K | Buy |
5,624
+713
| +15% | +$51.5K | 0.14% | 104 |
|
|
2022
Q1 | $442K | Buy |
4,911
+559
| +13% | +$50.3K | 0.13% | 106 |
|
|
2021
Q4 | $394K | Sell |
4,352
-108
| -2% | -$9.78K | 0.12% | 108 |
|
|
2021
Q3 | $361K | Buy |
4,460
+687
| +18% | +$55.6K | 0.11% | 108 |
|
|
2021
Q2 | $291K | Buy |
3,773
+1,095
| +41% | +$84.5K | 0.1% | 111 |
|
|
2021
Q1 | $192K | Buy |
2,678
+166
| +7% | +$11.9K | 0.07% | 119 |
|
|
2020
Q4 | $149K | Buy |
2,512
+91
| +4% | +$5.4K | 0.06% | 121 |
|
|
2020
Q3 | $124K | Buy |
2,421
+252
| +12% | +$12.9K | 0.05% | 122 |
|
|
2020
Q2 | $128K | Buy |
2,169
+281
| +15% | +$16.6K | 0.05% | 133 |
|
|
2020
Q1 | $117K | Buy |
1,888
+303
| +19% | +$18.8K | 0.06% | 122 |
|
|
2019
Q4 | $128K | Buy |
1,585
+276
| +21% | +$22.3K | 0.05% | 128 |
|
|
2019
Q3 | $113K | Hold |
1,309
| – | – | 0.05% | 125 |
|
|
2019
Q2 | $99K | Hold |
1,309
| – | – | 0.05% | 139 |
|
|
2019
Q1 | $99K | Hold |
1,309
| – | – | 0.05% | 163 |
|
|
2018
Q4 | $86K | Buy |
+1,309
| New | +$86K | 0.05% | 191 |
|