Venturi Wealth Management’s Equinix EQIX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-1,775
Closed -$1.45M 558
2025
Q1
$1.45M Buy
1,775
+36
+2% +$29.4K 0.08% 151
2024
Q4
$1.64M Buy
1,739
+470
+37% +$443K 0.08% 145
2024
Q3
$1.13M Buy
1,269
+43
+4% +$38.2K 0.06% 177
2024
Q2
$928K Sell
1,226
-6
-0.5% -$4.54K 0.05% 194
2024
Q1
$1.02M Buy
1,232
+223
+22% +$184K 0.07% 179
2023
Q4
$813K Sell
1,009
-8
-0.8% -$6.44K 0.06% 206
2023
Q3
$739K Buy
1,017
+977
+2,443% +$710K 0.06% 203
2023
Q2
$31.4K Buy
40
+1
+3% +$784 ﹤0.01% 483
2023
Q1
$28.1K Buy
+39
New +$28.1K ﹤0.01% 544