PPWM
Paragon Private Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $383K | Sell |
482
-118
| -20% | -$93.9K | 0.15% | 148 |
|
|
2025
Q1 | $489K | Sell |
600
-155
| -21% | -$126K | 0.23% | 118 |
|
|
2024
Q4 | $712K | Buy |
755
+2
| +0.3% | +$1.89K | 0.33% | 86 |
|
|
2024
Q3 | $668K | Buy |
753
+59
| +9% | +$52.4K | 0.33% | 89 |
|
|
2024
Q2 | $525K | Sell |
694
-57
| -8% | -$43.1K | 0.3% | 92 |
|
|
2024
Q1 | $620K | Hold |
751
| – | – | 0.37% | 81 |
|
|
2023
Q4 | $605K | Sell |
751
-77
| -9% | -$62K | 0.42% | 73 |
|
|
2023
Q3 | $601K | Sell |
828
-5
| -0.6% | -$3.63K | 0.5% | 66 |
|
|
2023
Q2 | $653K | Sell |
833
-45
| -5% | -$35.3K | 0.52% | 66 |
|
|
2023
Q1 | $633K | Sell |
878
-32
| -4% | -$23.1K | 0.53% | 62 |
|
|
2022
Q4 | $596K | Sell |
910
-8
| -0.9% | -$5.24K | 0.54% | 56 |
|
|
2022
Q3 | $509K | Sell |
918
-40
| -4% | -$22.2K | 0.5% | 65 |
|
|
2022
Q2 | $629K | Hold |
958
| – | – | 0.67% | 47 |
|
|
2022
Q1 | $663K | Hold |
958
| – | – | 0.65% | 45 |
|
|
2021
Q4 | $810K | Buy |
+958
| New | +$810K | 0.72% | 41 |
|