LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $555K | Sell |
698
-27
| -4% | -$21.5K | ﹤0.01% | 204 |
|
|
2025
Q1 | $587K | Hold |
725
| – | – | 0.01% | 196 |
|
|
2024
Q4 | $653K | Sell |
725
-6
| -0.8% | -$5.4K | 0.01% | 201 |
|
|
2024
Q3 | $655K | Sell |
731
-44
| -6% | -$39.4K | 0.01% | 198 |
|
|
2024
Q2 | $630K | Sell |
775
-12
| -2% | -$9.75K | 0.01% | 189 |
|
|
2024
Q1 | $594K | Sell |
787
-6
| -0.8% | -$4.53K | 0.01% | 187 |
|
|
2023
Q4 | $658K | Sell |
793
-27
| -3% | -$22.4K | 0.01% | 185 |
|
|
2023
Q3 | $626K | Sell |
820
-236
| -22% | -$180K | 0.01% | 178 |
|
|
2023
Q2 | $828K | Buy |
1,056
+25
| +2% | +$19.6K | 0.01% | 162 |
|
|
2023
Q1 | $743K | Sell |
1,031
-108
| -9% | -$77.9K | 0.01% | 170 |
|
|
2022
Q4 | $746K | Hold |
1,139
| – | – | 0.01% | 167 |
|
|
2022
Q3 | $648K | Hold |
1,139
| – | – | 0.01% | 179 |
|
|
2022
Q2 | $748K | Buy |
1,139
+5
| +0.4% | +$3.28K | 0.01% | 173 |
|
|
2022
Q1 | $841K | Buy |
1,134
+308
| +37% | +$228K | 0.01% | 172 |
|
|
2021
Q4 | $699K | Buy |
826
+38
| +5% | +$32.2K | 0.01% | 199 |
|
|
2021
Q3 | $623K | Sell |
788
-1
| -0.1% | -$791 | 0.01% | 204 |
|
|
2021
Q2 | $633K | Sell |
789
-14
| -2% | -$11.2K | 0.01% | 204 |
|
|
2021
Q1 | $546K | Buy |
803
+5
| +0.6% | +$3.4K | 0.01% | 205 |
|
|
2020
Q4 | $570K | Buy |
798
+72
| +10% | +$51.4K | 0.01% | 194 |
|
|
2020
Q3 | $552K | Buy |
726
+397
| +121% | +$302K | 0.01% | 181 |
|
|
2020
Q2 | $231K | Hold |
329
| – | – | ﹤0.01% | 237 |
|
|
2020
Q1 | $205K | Hold |
329
| – | – | ﹤0.01% | 231 |
|
|
2019
Q4 | $192K | Sell |
329
-449
| -58% | -$262K | ﹤0.01% | 273 |
|
|
2019
Q3 | $449K | Buy |
778
+160
| +26% | +$92.3K | 0.01% | 209 |
|
|
2019
Q2 | $312K | Buy |
618
+16
| +3% | +$8.08K | ﹤0.01% | 225 |
|
|
2019
Q1 | $273K | Sell |
602
-155
| -20% | -$70.3K | ﹤0.01% | 234 |
|
|
2018
Q4 | $267K | Hold |
757
| – | – | ﹤0.01% | 233 |
|
|
2018
Q3 | $328K | Hold |
757
| – | – | 0.01% | 229 |
|
|
2018
Q2 | $325K | Buy |
757
+155
| +26% | +$66.5K | 0.01% | 233 |
|
|
2018
Q1 | $252K | Buy |
602
+394
| +189% | +$165K | ﹤0.01% | 253 |
|
|
2017
Q4 | $94K | Hold |
208
| – | – | ﹤0.01% | 368 |
|
|
2017
Q3 | $93K | Buy |
208
+8
| +4% | +$3.58K | ﹤0.01% | 368 |
|
|
2017
Q2 | $90K | Hold |
200
| – | – | ﹤0.01% | 370 |
|
|
2017
Q1 | $80K | Buy |
+200
| New | +$80K | ﹤0.01% | 375 |
|
|
2015
Q4 | – | Sell |
-1,558
| Closed | -$396K | – | 651 |
|
|
2015
Q3 | $396K | Hold |
1,558
| – | – | 0.01% | 219 |
|
|
2015
Q2 | $396K | Sell |
1,558
-95
| -6% | -$24.1K | 0.01% | 219 |
|
|
2015
Q1 | $385K | Buy |
+1,653
| New | +$385K | 0.01% | 230 |
|