UBS AM’s Equitable Holdings EQH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $101M | Sell |
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|
2025
Q2 | $171M | Buy |
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|
2025
Q1 | $135M | Buy |
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|
2024
Q4 | $121M | Buy |
|
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|
2024
Q3 | $93.3M | Buy |
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|
2024
Q2 | $88.5M | Buy |
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|
2024
Q1 | $53.9M | Sell |
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|
2023
Q4 | $49.9M | Sell |
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|
2023
Q3 | $44.7M | Sell |
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|
2023
Q2 | $44.8M | Hold |
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|
2023
Q1 | $44.8M | Buy |
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|
2022
Q4 | $47.3M | Buy |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $31.9M | Sell |
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|
2022
Q1 | $38.1M | Sell |
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|
2021
Q4 | $40.7M | Sell |
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|
2021
Q3 | $38.3M | Sell |
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|
2021
Q2 | $40.8M | Sell |
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|
2021
Q1 | $52.9M | Buy |
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|
2020
Q4 | $34.9M | Buy |
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|
2020
Q3 | $23.5M | Sell |
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|
2020
Q2 | $25.1M | Sell |
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|
2020
Q1 | $23.1M | Buy |
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|
2019
Q4 | $38.3M | Buy |
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|
2019
Q3 | $25.8M | Sell |
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|
2019
Q2 | $26.7M | Buy |
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|
2019
Q1 | $20.1M | Buy |
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|
2018
Q4 | $13.8M | Buy |
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|
2018
Q3 | $896K | Buy |
|