Phillips Wealth Planners’s Equinix EQIX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $445K | Sell |
580
-127
| -18% | -$97.5K | 0.4% | 80 |
|
|
2025
Q1 | $549K | Sell |
707
-18
| -2% | -$14K | 0.58% | 55 |
|
|
2024
Q4 | $652K | Buy |
725
+112
| +18% | +$101K | 0.65% | 44 |
|
|
2024
Q3 | $540K | Sell |
613
-125
| -17% | -$110K | 0.52% | 64 |
|
|
2024
Q2 | $573K | Sell |
738
-96
| -12% | -$74.5K | 0.6% | 49 |
|
|
2024
Q1 | $619K | Sell |
834
-56
| -6% | -$41.6K | 0.71% | 34 |
|
|
2023
Q4 | $706K | Sell |
890
-11
| -1% | -$8.73K | 0.85% | 33 |
|
|
2023
Q3 | $634K | Buy |
901
+493
| +121% | +$347K | 0.86% | 37 |
|
|
2023
Q2 | $320K | Sell |
408
-8
| -2% | -$6.27K | 0.42% | 89 |
|
|
2023
Q1 | $300K | Sell |
416
-6
| -1% | -$4.33K | 0.4% | 95 |
|
|
2022
Q4 | $312K | Buy |
+422
| New | +$312K | 0.54% | 67 |
|