Mercer Global Advisors’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.2M | Buy |
92,717
+5,270
| +6% | +$296K | 0.01% | 530 |
|
|
2025
Q1 | $4.56M | Buy |
87,447
+7,601
| +10% | +$396K | 0.01% | 565 |
|
|
2024
Q4 | $3.77M | Buy |
+79,846
| New | +$3.77M | 0.01% | 626 |
|
|
2024
Q1 | – | Sell |
-91,817
| Closed | -$3.06M | – | 2058 |
|
|
2023
Q4 | $3.06M | Sell |
91,817
-5,684
| -6% | -$189K | 0.01% | 605 |
|
|
2023
Q3 | $2.77M | Buy |
+97,501
| New | +$2.77M | 0.01% | 600 |
|
|
2023
Q1 | – | Sell |
-176,193
| Closed | -$5.06M | – | 1969 |
|
|
2022
Q4 | $5.06M | Buy |
176,193
+18,835
| +12% | +$541K | 0.03% | 427 |
|
|
2022
Q3 | $4.15M | Buy |
157,358
+136,617
| +659% | +$3.6M | 0.02% | 430 |
|
|
2022
Q2 | $541K | Sell |
20,741
-2,582
| -11% | -$67.3K | ﹤0.01% | 1098 |
|
|
2022
Q1 | $721K | Sell |
23,323
-234
| -1% | -$7.23K | ﹤0.01% | 1044 |
|
|
2021
Q4 | $772K | Buy |
23,557
+1,494
| +7% | +$49K | ﹤0.01% | 1000 |
|
|
2021
Q3 | $654K | Sell |
22,063
-3,934
| -15% | -$117K | ﹤0.01% | 1040 |
|
|
2021
Q2 | $792K | Sell |
25,997
-69,194
| -73% | -$2.11M | 0.01% | 943 |
|
|
2021
Q1 | $3.11M | Sell |
95,191
-529
| -0.6% | -$17.3K | 0.03% | 407 |
|
|
2020
Q4 | $2.45M | Buy |
95,720
+12,466
| +15% | +$319K | 0.03% | 373 |
|
|
2020
Q3 | $1.52M | Buy |
83,254
+37,659
| +83% | +$687K | 0.02% | 454 |
|
|
2020
Q2 | $880K | Buy |
+45,595
| New | +$880K | 0.02% | 511 |
|