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