SWM
Segment Wealth Management’s Equinix EQIX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $851K | Sell |
1,070
-115
| -10% | -$91.5K | 0.05% | 173 |
|
|
2025
Q1 | $966K | Sell |
1,185
-60
| -5% | -$48.9K | 0.07% | 155 |
|
|
2024
Q4 | $1.17M | Sell |
1,245
-75
| -6% | -$70.7K | 0.08% | 138 |
|
|
2024
Q3 | $1.17M | Buy |
1,320
+20
| +2% | +$17.8K | 0.08% | 139 |
|
|
2024
Q2 | $984K | Sell |
1,300
-12,105
| -90% | -$9.16M | 0.07% | 148 |
|
|
2024
Q1 | $11.1M | Buy |
+13,405
| New | +$11.1M | 0.84% | 43 |
|
|
2022
Q2 | – | Sell |
-11,327
| Closed | -$8.4M | – | 225 |
|
|
2022
Q1 | $8.4M | Buy |
11,327
+1,238
| +12% | +$918K | 0.87% | 46 |
|
|
2021
Q4 | $8.53M | Buy |
10,089
+159
| +2% | +$134K | 0.9% | 45 |
|
|
2021
Q3 | $7.85M | Buy |
9,930
+163
| +2% | +$129K | 0.93% | 42 |
|
|
2021
Q2 | $7.84M | Buy |
9,767
+429
| +5% | +$344K | 0.93% | 45 |
|
|
2021
Q1 | $6.35M | Buy |
9,338
+426
| +5% | +$290K | 0.84% | 49 |
|
|
2020
Q4 | $6.37M | Sell |
8,912
-420
| -5% | -$300K | 0.92% | 42 |
|
|
2020
Q3 | $7.09M | Sell |
9,332
-74
| -0.8% | -$56.3K | 1.15% | 29 |
|
|
2020
Q2 | $6.61M | Sell |
9,406
-10
| -0.1% | -$7.02K | 1.22% | 25 |
|
|
2020
Q1 | $5.88M | Buy |
9,416
+1,287
| +16% | +$804K | 1.31% | 22 |
|
|
2019
Q4 | $4.75M | Buy |
8,129
+70
| +0.9% | +$40.9K | 0.8% | 45 |
|
|
2019
Q3 | $4.65M | Buy |
8,059
+228
| +3% | +$131K | 0.91% | 41 |
|
|
2019
Q2 | $3.95M | Buy |
7,831
+435
| +6% | +$219K | 0.8% | 49 |
|
|
2019
Q1 | $3.35M | Buy |
7,396
+806
| +12% | +$365K | 0.71% | 56 |
|
|
2018
Q4 | $2.32M | Sell |
6,590
-1,510
| -19% | -$532K | 0.59% | 60 |
|
|
2018
Q3 | $3.51M | Buy |
8,100
+175
| +2% | +$75.7K | 0.76% | 48 |
|
|
2018
Q2 | $3.41M | Buy |
+7,925
| New | +$3.41M | 0.8% | 50 |
|