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 |
|