Pinnacle Wealth Planning Services’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$456K Buy
574
+153
+36% +$122K 0.06% 213
2025
Q1
$343K Sell
421
-1
-0.2% -$814 0.05% 229
2024
Q4
$397K Sell
422
-231
-35% -$218K 0.06% 193
2024
Q3
$579K Sell
653
-9
-1% -$7.98K 0.08% 166
2024
Q2
$500K Buy
662
+30
+5% +$22.7K 0.07% 179
2024
Q1
$521K Buy
632
+19
+3% +$15.7K 0.08% 179
2023
Q4
$493K Sell
613
-47
-7% -$37.8K 0.08% 180
2023
Q3
$479K Sell
660
-11
-2% -$7.98K 0.08% 170
2023
Q2
$526K Sell
671
-15
-2% -$11.8K 0.08% 159
2023
Q1
$494K Buy
686
+135
+25% +$97.3K 0.08% 177
2022
Q4
$361K Sell
551
-4
-0.7% -$2.62K 0.06% 224
2022
Q3
$316K Sell
555
-175
-24% -$99.6K 0.06% 224
2022
Q2
$479K Buy
730
+5
+0.7% +$3.28K 0.09% 163
2022
Q1
$537K Buy
725
+44
+6% +$32.6K 0.1% 159
2021
Q4
$575K Buy
681
+67
+11% +$56.6K 0.11% 137
2021
Q3
$485K Buy
614
+37
+6% +$29.2K 0.11% 144
2021
Q2
$463K Buy
577
+30
+5% +$24.1K 0.11% 143
2021
Q1
$372K Sell
547
-156
-22% -$106K 0.1% 176
2020
Q4
$502K Buy
703
+27
+4% +$19.3K 0.12% 113
2020
Q3
$513K Sell
676
-7
-1% -$5.31K 0.17% 95
2020
Q2
$479K Sell
683
-17
-2% -$11.9K 0.16% 108
2020
Q1
$437K Buy
700
+101
+17% +$63.1K 0.21% 96
2019
Q4
$349K Buy
599
+55
+10% +$32K 0.16% 129
2019
Q3
$313K Buy
544
+14
+3% +$8.06K 0.17% 119
2019
Q2
$268K Buy
530
+30
+6% +$15.2K 0.16% 129
2019
Q1
$227K Sell
500
-196
-28% -$89K 0.15% 133
2018
Q4
$246K Sell
696
-38
-5% -$13.4K 0.16% 110
2018
Q3
$318K Sell
734
-5
-0.7% -$2.17K 0.29% 115
2018
Q2
$317K Buy
739
+189
+34% +$81.1K 0.31% 104
2018
Q1
$230K Buy
550
+428
+351% +$179K 0.24% 145
2017
Q4
$56K Buy
+122
New +$56K 0.11% 120