Schwarz Dygos Wheeler Investment Advisors’s Equinor EQNR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
11,360
| – | – | 0.07% | 140 |
|
|
2025
Q1 | $300K | Hold |
11,360
| – | – | 0.07% | 131 |
|
|
2024
Q4 | $269K | Hold |
11,360
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $288K | Sell |
11,360
-500
| -4% | -$12.7K | 0.07% | 127 |
|
|
2024
Q2 | $339K | Buy |
11,860
+5
| +0% | +$143 | 0.09% | 110 |
|
|
2024
Q1 | $320K | Buy |
11,855
+5
| +0% | +$135 | 0.09% | 115 |
|
|
2023
Q4 | $375K | Hold |
11,850
| – | – | 0.12% | 109 |
|
|
2023
Q3 | $389K | Hold |
11,850
| – | – | 0.13% | 99 |
|
|
2023
Q2 | $346K | Buy |
11,850
+500
| +4% | +$14.6K | 0.11% | 103 |
|
|
2023
Q1 | $323K | Hold |
11,350
| – | – | 0.12% | 100 |
|
|
2022
Q4 | $406K | Hold |
11,350
| – | – | 0.16% | 88 |
|
|
2022
Q3 | $376K | Sell |
11,350
-2,500
| -18% | -$82.8K | 0.17% | 80 |
|
|
2022
Q2 | $481K | Hold |
13,850
| – | – | 0.19% | 71 |
|
|
2022
Q1 | $520K | Hold |
13,850
| – | – | 0.18% | 80 |
|
|
2021
Q4 | $365K | Buy |
13,850
+700
| +5% | +$18.4K | 0.12% | 95 |
|
|
2021
Q3 | $335K | Buy |
13,150
+1,000
| +8% | +$25.5K | 0.12% | 98 |
|
|
2021
Q2 | $258K | Hold |
12,150
| – | – | 0.09% | 113 |
|
|
2021
Q1 | $236K | Hold |
12,150
| – | – | 0.1% | 109 |
|
|
2020
Q4 | $200K | Hold |
12,150
| – | – | 0.1% | 108 |
|
|
2020
Q3 | $171K | Buy |
+12,150
| New | +$171K | 0.1% | 93 |
|