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Heritage Wealth Management (Ohio)’s Equinix EQIX Stock Holding History

Heritage Wealth Management (Ohio)’s Portfolio EQIX Stock Details EQIX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$577K Hold
725
– – 0.19% 122
2025
Q1 		$591K Hold
725
– – 0.2% 119
2024
Q4 		$684K Hold
725
– – 0.23% 111
2024
Q3 		$644K Hold
725
– – 0.21% 120
2024
Q2 		$547K Buy
+725
New +$547K 0.18% 124