Lyell Wealth Management’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $978K | Hold |
1,230
| – | – | 0.08% | 123 |
|
2025
Q1 | $1M | Sell |
1,230
-89
| -7% | -$72.6K | 0.09% | 119 |
|
2024
Q4 | $1.24M | Hold |
1,319
| – | – | 0.11% | 111 |
|
2024
Q3 | $1.17M | Hold |
1,319
| – | – | 0.11% | 114 |
|
2024
Q2 | $998K | Sell |
1,319
-1,242
| -48% | -$940K | 0.1% | 112 |
|
2024
Q1 | $2.11M | Sell |
2,561
-1,683
| -40% | -$1.39M | 0.21% | 94 |
|
2023
Q4 | $3.42M | Buy |
4,244
+798
| +23% | +$643K | 0.39% | 77 |
|
2023
Q3 | $2.5M | Buy |
3,446
+2,107
| +157% | +$1.53M | 0.34% | 85 |
|
2023
Q2 | $1.05M | Buy |
+1,339
| New | +$1.05M | 0.13% | 103 |
|