OWM
OneAscent Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $272K | Buy |
+342
| New | +$272K | 0.1% | 128 |
|
|
2024
Q2 | – | Sell |
-464
| Closed | -$383K | – | 120 |
|
|
2024
Q1 | $383K | Buy |
464
+112
| +32% | +$92.4K | 0.15% | 96 |
|
|
2023
Q4 | $283K | Buy |
352
+1
| +0.3% | +$804 | 0.11% | 127 |
|
|
2023
Q3 | $255K | Buy |
+351
| New | +$255K | 0.11% | 130 |
|
|
2021
Q1 | $429K | Buy |
632
+53
| +9% | +$36K | 0.18% | 134 |
|
|
2020
Q4 | $414K | Buy |
+579
| New | +$414K | 0.19% | 122 |
|