Phillips Wealth Planners’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	$239K	Sell	4,357 -217	-5%	-$11.9K	0.22%	160
2025 Q1	$212K	Sell	4,574 -19	-0.4%	-$882	0.22%	163
2024 Q4	$221K	Sell	4,593 -67	-1%	-$3.22K	0.22%	163
2024 Q3	$208K	Buy	+4,660	New	+$208K	0.2%	185