Perigon Wealth Management’s Equity Residential EQR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Buy |
81,984
+712
| +0.9% | +$48.1K | 0.13% | 156 |
|
|
2025
Q1 | $5.82M | Buy |
81,272
+857
| +1% | +$61.3K | 0.15% | 140 |
|
|
2024
Q4 | $5.65M | Buy |
80,415
+778
| +1% | +$54.7K | 0.14% | 144 |
|
|
2024
Q3 | $5.93M | Buy |
79,637
+35,332
| +80% | +$2.63M | 0.16% | 133 |
|
|
2024
Q2 | $3.07M | Buy |
44,305
+601
| +1% | +$41.7K | 0.09% | 198 |
|
|
2024
Q1 | $2.76M | Buy |
43,704
+566
| +1% | +$35.7K | 0.08% | 213 |
|
|
2023
Q4 | $2.64M | Buy |
43,138
+968
| +2% | +$59.2K | 0.09% | 190 |
|
|
2023
Q3 | $2.48M | Sell |
42,170
-307
| -0.7% | -$18K | 0.1% | 185 |
|
|
2023
Q2 | $2.8M | Buy |
+42,477
| New | +$2.8M | 0.11% | 172 |
|
|
2021
Q1 | – | Sell |
-407
| Closed | -$24K | – | 644 |
|
|
2020
Q4 | $24K | Buy |
+407
| New | +$24K | ﹤0.01% | 969 |
|
|
2017
Q2 | – | Sell |
-1,150
| Closed | -$72K | – | 592 |
|
|
2017
Q1 | $72K | Buy |
+1,150
| New | +$72K | 0.02% | 345 |
|