Integrated Wealth Concepts’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$887K Buy
1,116
+594
+114% +$472K 0.01% 992
2025
Q1
$425K Buy
522
+54
+12% +$44K 0.01% 1221
2024
Q4
$441K Buy
468
+35
+8% +$33K 0.01% 1180
2024
Q3
$384K Sell
433
-32
-7% -$28.4K ﹤0.01% 1203
2024
Q2
$352K Sell
465
-8
-2% -$6.05K ﹤0.01% 1232
2024
Q1
$391K Buy
473
+52
+12% +$43K 0.01% 1170
2023
Q4
$339K Sell
421
-103
-20% -$83K 0.01% 1202
2023
Q3
$381K Sell
524
-54
-9% -$39.2K 0.01% 1111
2023
Q2
$453K Sell
578
-11
-2% -$8.63K 0.01% 1030
2023
Q1
$425K Sell
589
-18
-3% -$13K 0.01% 910
2022
Q4
$397K Buy
607
+21
+4% +$13.7K 0.01% 724
2022
Q3
$333K Sell
586
-55
-9% -$31.3K 0.01% 704
2022
Q2
$421K Buy
+641
New +$421K 0.01% 657
2022
Q1
Sell
-252
Closed -$213K 978
2021
Q4
$213K Sell
252
-1
-0.4% -$845 0.01% 910
2021
Q3
$200K Sell
253
-117
-32% -$92.5K 0.01% 903
2021
Q2
$297K Buy
370
+66
+22% +$53K 0.01% 662
2021
Q1
$207K Buy
+304
New +$207K 0.01% 691